Portfolio Consultant

Benefits

Additional Information

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 II will facilitate investment management services for Wealth Advisors, serving as a main point of contact 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 position is responsible for investment implementation for qualified accounts and transitioning taxable accounts to Mercer Advisors portfolio models, directly impacting the client experience. Success in this role is creating a great experience for Advisors by completing investment related support and analysis in a timely and efficient manner. 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 effectively to understand client objectives to execute desired outcomes. 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. Knowledge of Investment Management Working knowledge of capital markets and portfolio design. Ability to effectively match Advisor implementation goals with available investment strategies. Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions Working knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons. Drafting, supporting, and auditing analytics, proposals, and deliverables for Wealth Management Teams. Manage Efficient Process & Workflows Responsible for executing standardized workflows and investment processes Manage portfolio implementations concurrently to meet or exceed Service Level Agreements Provide recommendations on process improvements to increase efficiency and enhance client experience Collect and submit accurate portfolio level data for implementation and resolve issues quickly Audit implementations to ensure outcome is consistent with target portfolio objectives Support 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 2 years of financial industry related experience Working knowledge of Orion and Morningstar preferred Advanced knowledge of MS Excel preferred, including advanced data analytics Demonstrable problem-solving experience and skills Strong communication skills, both written and verbal and highly collaborative approach Organized and detail oriented Ability to manage and prioritize multiple tasks Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a pr

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