Portfolio Consultant III
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Job Description
Portfolio Consultant driving investment management services for Wealth Advisors. Focused on portfolio strategy and execution while collaborating across teams.
Responsibilities:
- 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.
- 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 Envestnet proposals (and related software 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.
- Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
- Collaborate with key central teams to coordinate process improvement.
- Responsible for managing standardized workflows and investment processes
- Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
- Audit implementations to ensure outcome is consistent with target portfolio objectives
- Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.
Requirements:
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
- CFP® and/or Series 65 required
- CFA or advanced degree preferred
- Minimum 3 years of financial industry related experience
- Working knowledge of Envestnet, Orion and Morningstar preferred
- Advanced knowledge of MS Excel preferred, including advanced data analytics
- Strong problem-solving experience and skills
- Excellent analytical and organizational skills
- Strong communication skills, both written and verbal and highly collaborative approach
- Organized and detail oriented
- Ability to manage and prioritize multiple tasks
Benefits:
- 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (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 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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