Portfolio Consultant III

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Why Work at Mercer Advisors? 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 31,300 families across 90+ 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 . Job Summary: 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, 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. In addition, this role is pivotal in 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 ensures strategic alignment and delivers exceptional service. 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 will include: 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 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. Knowledge of Investment Management 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. Manage Efficient Process & Workflows 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. Required Knowledge, Skills, and Abilities: 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 a

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