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 Senior Portfolio Consultant I assumes a critical role in executing investment implementations for complex portfolio transitions and high net worth clients. 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. Responsibilities include handling implementations for sophisticated investment portfolios and providing valuable insights to optimize client portfolios and enhance the client experience.
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
- Oversee implementations for high net worth and ultra high net worth clients
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 4 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 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 professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.
#LI-Hybrid
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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 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) 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 as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Top Skills
Similar Jobs
.png)
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
