[Hiring] Manager, Senior Portfolio Consultant @Mercer Advisors

Role Description

The Manager, Senior Portfolio Consultant II plays a critical role in overseeing the Portfolio Consulting department within markets, managing a team of direct reports, and ensuring the effective management of investment portfolios. Responsibilities include:

• Leading strategic initiatives and resolving bottlenecks.
• Analyzing team reporting and managing day-to-day workflow.
• Communicating progress to leadership.
• Overseeing resource allocation within the division.
• Mentoring Portfolio Consultants.
• Contributing to the growth and excellence of investment management services.

Qualifications

• Bachelor’s degree required; CFP, CFA or advanced degree a plus.
• Series 65 required.
• Minimum 4-10 years of related experience in financial services preferred.
• Experience leading and managing a team of direct reports.
• Working knowledge of Orion and Morningstar preferred.
• Advanced knowledge of MS Excel required, including advanced data analytics.
• Strong problem-solving experience and skills.
• Strong communication skills, both written and verbal.
• Highly collaborative approach.
• Organized and detail-oriented.
• Ability to manage and prioritize multiple tasks.
• Excellent communication, analytical, and organizational skills.

Requirements

• Daytime and evening hours as needed.
• Estimate 5% - 10% travel.
• Professional office environment; working inside; standing and sitting; no heavy lifting over 10 lbs.

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).
• Adoption Assistance Reimbursement Program.
• Company Paid Concierge Services for you and your loved ones.
• 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.