Portfolio Strategy Consultant – Wealth Management

Mercer Advisors Inc.; Oregon; Hybrid; USD 77,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Holidays

HSA Contributions

Parental Leave

Job summary

Mercer Advisors is seeking a Portfolio Consultant III to drive investment management services for Wealth Advisors. You will be the main contact for portfolio strategy, ensuring accurate investment implementations and coordinating with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading teams.

You will play a pivotal role in assimilating newly acquired firms into our platform, contributing to organic growth through deliverables for prospective clients and cross-functional

Qualifications

• Bachelor's degree in business, economics, psychology, or finance preferred.
• CFP® and/or Series 65 required.
• CFA or advanced degree preferred.
• Minimum 3 years of financial industry experience.
• Working knowledge of Orion and Morningstar preferred.
• Advanced MS Excel with data analytics.
• Strong analytical and organizational skills.
• Excellent written and verbal communication skills.

Responsibilities

• Communicate investment philosophy and strategies clearly to Wealth Advisor teams.
• Provide status updates on portfolio implementations proactively.
• Deliver excellent experience in developing and implementing investment strategies.
• Work independently and in teams on time-sensitive projects with high accuracy.
• Lead presentations on investment topics to Wealth Advisor teams.
• Support new Consultants in developing core competencies within the platform.
• Demonstrate understanding of capital markets and portfolio design & management.
• Match Advisor goals with available investment strategies.
• Draft, support, and audit analytics and deliverables for Wealth Management Teams.
• Collaborate with central teams to improve processes and workflows.
• Manage standardized investment workflows and implementations to meet SLAs.
• Audit implementations to ensure alignment with target objectives.
• Lead training for new hires to ensure readiness.

Skills

Communication skills

Analytical skills

Organizational skills

multitasking

Education

Bachelor's degree in Business/Economics/Psychology/Finance

CFP or Series 65

CFA or advanced degree

Tools

Orion

Morningstar

MS Excel

Job description

Mercer Advisors is seeking a Portfolio Consultant III to drive investment management services for Wealth Advisors. You will be the main contact for portfolio strategy, ensuring accurate investment implementations and coordinating with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading teams.

You will play a pivotal role in assimilating newly acquired firms into our platform, contributing to organic growth through deliverables for prospective clients and cross-functional