Senior Portfolio Consultant (Mountain or Pacific Time Zones)

Mercer Advisors

4d•$89,250 - $105,000•Remote

About The Position

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Requirements

Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
CFP® and/or Series 65 required
Minimum 4 years of financial industry related experience
Ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
Ability to effectively match Advisor implementation goals with available investment strategies.
Expertise in complex investment vehicles, models, and platform, including public and private markets.
Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions.
Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.
Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
Responsible for managing standardized workflows and investment processes.
Strong problem-solving experience and skills
Excellent analytical and organizational skills
Strong communication skills, both written and verbal and highly collaborative approach
Organized and detail oriented
Ability to manage and prioritize multiple tasks

Nice To Haves

CFA or advanced degree preferred
Working knowledge of Orion and Morningstar preferred
Advanced knowledge of MS Excel preferred, including advanced data analytics

Responsibilities

Assume a critical role in executing investment implementations for complex portfolio transitions and high net worth clients.
Serve as a point person for newly acquired firms assimilating to our investment platform and models.
Support the firm’s organic growth by developing investment deliverables for prospective clients.
Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments to ensure strategic alignment and deliver exceptional service.
Handle implementations for sophisticated investment portfolios.
Provide valuable insights to optimize client portfolios and enhance the client experience.
Communicate investment philosophy and available investment strategies clearly and effectively.
Provide status updates on portfolio implementations proactively and timely.
Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies.
Lead presentations on various investment topics to Wealth Advisor teams.
Support new Portfolio Consultants with developing core competencies within investment platform.
Draft, support, and audit analytics, proposals, and deliverables for Wealth Management Teams.
Troubleshoot portfolio inquiries by leveraging a strong grasp on overall process & workflow.
Coordinate process improvement by collaborating with key central teams.
Manage standardized workflows and investment processes.
Manage portfolio implementations concurrently to meet or exceed Service Level Agreements.
Audit implementations to ensure outcome is consistent with target portfolio objectives.
Oversee implementations for high net worth and ultra high net worth clients.

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