Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading financial services firm that specializes in comprehensive financial management for families. The Portfolio Consultant III will drive investment management services, serving as a key contact for Wealth Advisors and ensuring strategic alignment in portfolio management. This role involves consulting on portfolio strategies, managing implementations, and supporting the firm’s growth through developing investment deliverables.
Responsibilities
- 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
- Must have the 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
- Lead presentations on various investment topics to Wealth Advisor teams
- Support new Portfolio Consultants with developing core competencies within investment platform
- 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
- Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams
- 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
- Collaborate with key central teams to coordinate process improvement
- Responsible for managing 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
- Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services
Skills
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
- CFP® and/or Series 65 required
- Minimum 3 years of financial industry related experience
- 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
- CFA or advanced degree preferred
- Working knowledge of Envestnet, Orion and Morningstar preferred
- Advanced knowledge of MS Excel preferred, including advanced data analytics
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
Company Overview
Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.