Senior Investment Strategist (Bay Area)
About The Position
The Senior Investment Strategist role is part of the Investment Department’s Portfolio Management Group (PMG), which is the client-facing arm of the Investment organization. This role supports the firm’s regional advisor teams and reports to the Sr. Director, Investment Strategy. The Investment Strategist is responsible for providing thought leadership, portfolio construction, sales, and analytical support to local advisor teams. As the local representative of the firm’s investment department, the Investment Strategist is expected to offer expert insights into the firm’s investment philosophy, processes, and platform, primarily to advisors and High Net Worth (HNW) clients.
Requirements
- 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm.
- Strong quantitative skills preferred.
- Exceptional client communication skills, both written and verbal.
- Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States.
- Strong team player with a commitment to collaboration and teamwork.
- Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.).
Nice To Haves
- MBA or CFA a plus.
- Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus.
Responsibilities
- Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients.
- Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients.
- Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams.
- Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements.
- Engage in industry associations, events, and research to stay on top of trends and developments.
- Some travel required to build and manage relationships with regional offices and/or key client relationships.
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
