Portfolio Consultant

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Job Summary:

The Portfolio Consultant will drive investment management services for Wealth Advisors. The role serves as the primary 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. 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 for the Portfolio Consultant 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.
• 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
• Working knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.
  
  

Manage Efficient Process & Workflows

• Responsible for managing 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 analysis and resolve issues quickly
• Audit implementations to ensure outcome is consistent with target portfolio objectives
  
  

Required Knowledge, Skills & Abilities:

• Minimum 2-4 years preferred of related experience in financial services
• Working knowledge of Envestnet, Orion and Morningstar preferred
• Advanced knowledge of MS Excel required, 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:

Daytime and evening hours as needed

Travel:

Estimate 5% - 10% travel

Working Conditions:

Professional office environment. Working inside. Standing and sitting. No heavy lifting over 10 lbs.

Benefits:

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. We offer the following:

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance
  
  

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.