Portfolio Consultant

Mercer Advisors

4d•$76,500 - $90,000•Remote

About The Position

The Portfolio Consultant III drives investment management services for Wealth Advisors and serves as a primary contact for investment and portfolio management. The role consults with Advisors on portfolio strategy and objectives, supports accurate investment implementations, helps newly acquired firms adopt the investment platform and models, and develops investment deliverables for prospective clients. The position collaborates with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading to maintain strategic alignment and provide exceptional service. It also offers potential career advancement in areas such as Portfolio Management, Investment Operations, and Wealth Management. The position requires availability during standard business hours, Monday through Friday, from 8 a.m. to 5 p.m., with occasional early or late hours to meet business needs and deadlines. Work may be performed in a professional office or a dedicated, interruption-free home office workspace; basic technology will be provided. The role involves routinely sitting and standing, no heavy lifting over 10 pounds, and travel of up to 10%.

Requirements

CFP® and/or Series 65 required.
At least 3 years of financial-industry-related experience.
Strong problem-solving skills and experience.
Excellent analytical and organizational skills.
Strong written and verbal communication skills and a highly collaborative approach.
Ability to stay organized and detail-oriented.
Ability to manage and prioritize multiple tasks.
Availability during Monday-through-Friday standard business hours, 8 a.m. to 5 p.m., with occasional early or late hours.

Nice To Haves

Bachelor’s degree from an accredited institution, preferably in Business, Economics, Psychology, Finance, or a related field.
CFA or an advanced degree.
Working knowledge of Orion and Morningstar.
Advanced knowledge of MS Excel, including advanced data analytics.

Responsibilities

Communicate the firm’s investment philosophy and available strategies clearly and effectively.
Provide proactive, timely updates on portfolio implementation status.
Deliver an excellent experience to Wealth Advisor teams while developing and implementing investment strategies.
Work independently and collaboratively on multiple time-sensitive projects with accuracy and attention to detail.
Lead presentations on investment topics for Wealth Advisor teams.
Support new Portfolio Consultants in developing core competencies with the investment platform.
Apply a comprehensive understanding of capital markets, portfolio design, and portfolio management.
Match Advisor implementation goals with available investment strategies.
Use expertise in complex investment vehicles, models, and platforms, including public and private markets.
Draft, support, and audit analytics, proposals, and deliverables for Wealth Management teams.
Troubleshoot portfolio inquiries using a strong understanding of processes and workflows.
Collaborate with central teams to coordinate process improvements.
Manage standardized workflows and investment processes.
Manage concurrent portfolio implementations to meet or exceed service-level agreements.
Audit implementations to ensure outcomes align with target portfolio objectives.
Lead training for new hires.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Three Cigna medical plan options, including two high-deductible plans and a traditional co-pay plan; Kaiser plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible medical plan.
Two dental plans.
Vision insurance.
Dependent Care Savings Account.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family medical leave.
Paid parental leave of 8 weeks.
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving and other needs.
401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.