Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading financial services firm dedicated to helping families simplify their financial lives. The Portfolio Consultant II will facilitate investment management services for Wealth Advisors, serving as a main point of contact for investment and portfolio management, ensuring a great experience for Advisors through timely and efficient investment-related support.
Responsibilities
- 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
- 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
- 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
Skills
- CFP® and/or Series 65 required
- Minimum 2 years of financial industry related experience
- 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
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
- CFA or advanced degree preferred
- Working knowledge of Orion and Morningstar preferred
- Advanced knowledge of MS Excel preferred, including advanced data analytics
Benefits
- 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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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