[Remote] Portfolio Consultant III

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading financial services firm that specializes in comprehensive financial management for families. The Portfolio Consultant III will drive investment management services, serving as a key contact for Wealth Advisors and ensuring strategic alignment in portfolio management. This role involves consulting on portfolio strategies, managing implementations, and supporting the firm’s growth through developing investment deliverables.ResponsibilitiesCommunicate investment philosophy and available investment strategies clearly and effectivelyProvide status updates on portfolio implementations proactively and timelyDeliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategiesMust 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 detailLead presentations on various investment topics to Wealth Advisor teamsSupport new Portfolio Consultants with developing core competencies within investment platformDemonstrate a comprehensive understanding of capital markets and portfolio design & managementAbility to effectively match Advisor implementation goals with available investment strategiesExpertise in complex investment vehicles, models, and platform, including public and private marketsDrafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management TeamsUnderstanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictionsComprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizonsStrong grasp on overall process & workflow to help troubleshoot portfolio inquiriesCollaborate with key central teams to coordinate process improvementResponsible for managing standardized workflows and investment processesManage portfolio implementations concurrently to meet or exceed Service Level AgreementsAudit implementations to ensure outcome is consistent with target portfolio objectivesLead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management servicesSkillsBachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)CFP® and/or Series 65 requiredMinimum 3 years of financial industry related experienceStrong problem-solving experience and skillsExcellent analytical and organizational skillsStrong communication skills, both written and verbal and highly collaborative approachOrganized and detail orientedAbility to manage and prioritize multiple tasksCFA or advanced degree preferredWorking knowledge of Envestnet, Orion and Morningstar preferredAdvanced knowledge of MS Excel preferred, including advanced data analyticsBenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent Care Savings Account for child and dependent care.14 Company Paid Holidays including a full week off at Thanksgiving.Generous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (8 weeks)Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.Adoption Assistance Reimbursement ProgramCompany 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 as well as an after-tax optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingCompany OverviewMercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.