[Hiring] Portfolio Consultant III @Mercer Advisors

Role Description

The Portfolio Consultant III will drive investment management services for Wealth Advisors. 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 and objectives.
• Ensuring accurate completion of investment implementations.
• Involvement in the investment process, serving as a point person for newly acquired firms.
• Supporting the firm’s organic growth by developing investment deliverables for prospective clients.
• Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments.

This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.

Essential Job Functions

• Concierge Level Service & Communication:
  • 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.
  • Work both independently and within a team on multiple time-sensitive projects with high accuracy and attention to detail.
  • Lead presentations on various investment topics to Wealth Advisor teams.
• Knowledge of Investment Management:
  • Support new Portfolio Consultants with developing core competencies within the investment platform.
  • Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
  • Effectively match Advisor implementation goals with available investment strategies.
  • Expertise in complex investment vehicles, models, and platforms, including public and private markets.
  • Draft, support, and audit Envestnet proposals for Wealth Management Teams.
  • Understand account configuration options including cash reserves, rebalancing frequency, and restrictions.
  • Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios.
• Manage Efficient Process & Workflows:
  • Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
  • Collaborate with key central teams to coordinate process improvement.
  • Manage standardized workflows and investment processes.
  • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements.
  • Audit implementations to ensure outcomes are consistent with target portfolio objectives.
  • Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

Qualifications

• 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 Envestnet, 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 a highly collaborative approach.
• Organized and detail-oriented.
• Ability to manage and prioritize multiple tasks.

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.
• Pet Insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.