Senior Portfolio Strategist

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

Job summary

Mercer Advisors is seeking a Portfolio Consultant III to drive investment management services for Wealth Advisors. The role serves as the main contact for investment and portfolio management, consulting on strategy and ensuring accurate implementations.

This role is deeply involved in the investment process, supporting newly acquired firms assimilating to our platform and models. This position offers career acceleration within Portfolio Management, Investment Operations, and Wealth Management,

Qualifications

• Bachelor’s degree from an accredited institution preferred (Business/Economics/Finance).
• 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.

Responsibilities

• Communicate investment philosophy and available investment strategies clearly.
• Provide status updates on portfolio implementations proactively and timely.
• Lead presentations on various investment topics to Wealth Advisor teams.
• Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading to ensure strategic alignment and deliver exceptional service.

Skills

Portfolio management

Investment strategy

Advanced Excel

Strong communication

Education

Bachelor's degree

CFP and/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. The role serves as the main contact for investment and portfolio management, consulting on strategy and ensuring accurate implementations.

This role is deeply involved in the investment process, supporting newly acquired firms assimilating to our platform and models. This position offers career acceleration within Portfolio Management, Investment Operations, and Wealth Management,