Hybrid Investment Strategist — Client-Facing Portfolio Architect

Mercer Advisors; Menlo Park (CA); Hybride; USD 170 000 - 225 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Excellent benefits

401(k) plan

Paid holidays

Résumé du poste

Mercer Advisors in the San Francisco Bay Area is seeking an Investment Strategist for the Investment Department's Portfolio Management Group. You will provide thought leadership, portfolio construction, and analytical support to local advisor teams and high net worth clients.

The role requires deep wealth-management experience, strong quantitative skills, and excellent client communication. Travel may be required and Series 65 is required unless exempt.

Qualifications

• 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm.
• MBA or CFA a plus.
• Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus.
• Strong quantitative skills preferred.
• Exceptional client communication skills, both written and verbal.
• Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States.
• Strong team player with a commitment to collaboration and teamwork.
• Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

Responsabilités

• Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients
• Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
• Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
• Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements
• Engagement in industry associations, events and research to stay on top of trends and developments
• Some travel required to build and manage relationships with regional offices and/or key client relationships

Connaissances

Wealth management experience

Quantitative skills

Client communication

Remote collaboration

Team player

Series 65

Formation

MBA

CFA

Outils

Series 65 license

Description du poste

Mercer Advisors in the San Francisco Bay Area is seeking an Investment Strategist for the Investment Department's Portfolio Management Group. You will provide thought leadership, portfolio construction, and analytical support to local advisor teams and high net worth clients.

The role requires deep wealth-management experience, strong quantitative skills, and excellent client communication. Travel may be required and Series 65 is required unless exempt.