Senior Portfolio Consultant (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 42,800+ families across 110+ 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 Senior Portfolio Consultant I assumes a critical role in executing investment implementations for complex portfolio transitions and high net worth clients. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm’s organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role ensures strategic alignment and delivers exceptional service. Responsibilities include handling implementations for sophisticated investment portfolios and providing valuable insights to optimize client portfolios and enhance the client experience.

This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.
Essential Job Functions will include:
Concierge Level Service & Communication

- Communicate investment philosophy and available investment strategies clearly and effectively.

- Provide status updates on portfolio implementations proactively and timely.

- Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies

- 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

- Support new Portfolio Consultants with developing core competencies within investment platform.

- Demonstrate a comprehensive understanding of capital markets and portfolio design & management.

- Ability to effectively match Advisor implementation goals with available investment strategies.

- Expertise in complex investment vehicles, models, and platform, including public and private markets.

- Drafting, supporting, and auditing analytics, proposals, and deliverables for Wealth Management Teams.

- Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions

- Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.

Manage Efficient Process & Workflows

- Strong grasp on overa