Why Work at Mercer Advisors?
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than 90 cities across the U.S. We are an independent, national fiduciary committed to always working in our clients’ best interests.Mercer Advisors offers a distinct work environment that we believe stands out in the financial industry.
Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
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 directly to the Chief Investment Officer.Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams and sales professionals. 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 to regional stakeholders (advisors, RVPs, referral partners, clients, prospects, etc.).
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, HNW clients, Centers of Influence, referral partners, and RVPs.
- Provide thought leadership, portfolio construction, sales, service, and analytical support to local advisor teams and sales professionals
- Liaise with the Investment Strategy Group (ISG) as needed to construct proposals and various analyses for advisors and clients.
- 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.
- Public speaking at local client appreciation and sales events
- 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:
- 15 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 quantitative, factor-based investing a plus
- Strong quantitative skills preferred
- Familiarity with Envestnet 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.)
Working Conditions:
Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
