Manager, Senior Portfolio Consultant II

Mercer Advisors; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Mercer Advisors seeks a Manager, Senior Portfolio Consultant II to oversee the Portfolio Consulting department, managing portfolios and a team to enhance investment management services. The role involves strategic planning, resource allocation, and driving process improvements. Ideal candidates have strong leadership and analytical skills, alongside a background in financial services.

Benefits

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Generous paid time off program for vacation and sick days

401(k) Retirement Plan with match

Company Paid Concierge Services

Qualifications

• 4-10 years of related experience in financial services.
• Experience leading and managing a team.
• Strong communication skills required.

Responsibilities

• Lead and oversee a team of Portfolio Consultants.
• Optimize capacity and ensure achievement of Key Performance Indicators.
• Implement project management methodologies.

Skills

Leadership

Communication

Problem-solving

Analytical Skills

Education

Bachelor’s degree

CFP, CFA or advanced degree

Tools

MS Excel

Envestnet

Orion

Morningstar

Job description

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 methodologyhere .

Job Summary:

The Manager, Senior Portfolio Consultant II plays a critical role in overseeing the Portfolio Consulting department within markets, managing a team of direct reports, and ensuring the effective management of investment portfolios. Working closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role drives strategic alignment and exceptional service delivery. Responsibilities include leading strategic initiatives, resolving bottlenecks, analyzing team reporting, managing day-to-day workflow, and communicating progress to leadership. Additionally, this role oversees resource allocation within the division, mentors Portfolio Consultants, and contributes to the growth and excellence of investment management services within the organization.

Essential Job Functions for the Manager, Senior Portfolio Consultant II will include:

• Lead and oversee a team of Portfolio Consultants, providing guidance, coaching, and support to maximize team performance.
• Strategically plan and allocate resources to optimize capacity and ensure achievement of Key Performance Indicators.
• Foster a culture of innovation and continuous improvement, driving process enhancements and operational efficiencies.
• Develop and implement project management methodologies and best practices to build on the team’s skills and abilities.
• Communicate investment philosophy and available investment strategies clearly and effectively.
• Ensure exceptional service delivery is being provided for Wealth Advisor Teams and end clients across all Portfolio Consultants.
• 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

• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Expertise in investment vehicles, models and platform, including public and private markets.

Manage Efficient Process & Workflows

• Take ownership of managing standardized workflows and investment processes, ensuring consistency, accuracy, and efficiency.
• Implement department or firm-level process improvements to increase efficiency and enhance client experience.
• Handle trade corrections and implement processes to reduce trade errors.

Required Knowledge, Skills & Abilities:

• Bachelor’s degree required, CFP, CFA or advanced degree a plus
• Series 65 required
• Minimum 4-10 years preferred of related experience in financial services
• Experience leading and managing a team of direct reports
• Working knowledge of Envestnet, Orion and Morningstar preferred
• Advanced knowledge of MS Excel required, including advanced data analytics
• Strong 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
• Excellent communication, analytical and organizational skills

Work Schedule:

Daytime and evening hours as needed

Travel:

Working Conditions:

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

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.
• 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.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here .

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