Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)
Why Work at Mercer Advisors ?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* 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 methodology here.
Job Summary:
The role is within the Investment Department’s Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization. Investment Strategists support the firm’s regional advisor teams and report to the Sr. Director, Investment Strategy .
Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams. Investment Strategists are the local representative of the firm’s investment department and as such are expected to provide expert insight into the firm’s investment philosophy, processes, and platform primarily to advisors and HNW clients.
Essential Job Functions for Investment Strategists will include:
- 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
Required Knowledge, Skills & Abilities:
- 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.)
Location : This position can be fully remote, but have preference for Texas, Mountain, or Pacific Time Zone.
Working Conditions: Professional office environment. Working i