Mercer Advisors

Mercer Advisors

Portfolio Consultant

Remote, USA

Sponsorship not specified$77k-$90kDetected 6 days ago
Data AnalysisComplianceExcelAuditingCommunicationProblem SolvingPublic SpeakingOrganizational SkillsCFA

About the role

  • The role serves as a main point of contact for Wealth Management for investment and portfolio management.
  • Primary responsibilities include meeting with Advisors to consult on portfolio strategy, objectives, and ensuring accurate completion of investment implementations.
  • This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models.

Responsibilities

  • The Portfolio Consultant III will drive investment management services for Wealth Advisors.
  • Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies
  • Support new Portfolio Consultants with developing core competencies within investment platform.
  • Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
  • Manage Efficient Process & Workflows
  • Collaborate with key central teams to coordinate process improvement.
  • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
  • Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

Requirements

  • 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.
  • Ability to effectively match Advisor implementation goals with available investment strategies.
  • Knowledge of Investment Management
  • Required Knowledge, Skills, and Abilities:
  • For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

Skills

  • Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
  • CFP ® and/or Series 65 required
  • CFA or advanced degree preferred
  • Minimum 3 years of financial industry related experience
  • Working knowledge of Orion and Morningstar preferred
  • Advanced knowledge of MS Excel preferred, including advanced data analytics
  • 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

Compensation

  • $76,500 - $90,000 USD
  • Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
  • This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
  • Base Pay Range

Benefits

  • 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
  • Generous paid time off program for vacation and sick days
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Mercer Advisors offers a competitive and robust benefit package to our employees.
  • Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.

Company info

  • This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.
  • We offer the following:
  • We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Equal opportunity

  • equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
  • If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
  • This inbox is for accommodation requests only.
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.