Portfolio Consultant

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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 I will provide support for investment management services for Wealth Advisors. The role serves as a point of contact for Wealth Management for investment and portfolio management. Primary responsibilities include ensuring accurate completion of investment implementations. Success in this role is creating a great experience for Advisors by completing investment related support 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 implementing model portfolios
  • 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.
  • 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 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

Required Knowledge, Skills, and Abilities:

• Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
• Has begun CFP^® coursework or obtained their CFP^®, CFA or advanced degree
• At least 1 year of financial industry related experience preferred

• Working knowledge of Envestnet, 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

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.

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