Portfolio Consultant
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Portfolio Consultant supporting Mercer Advisors’ financial planning and wealth management services. Consulting on portfolio strategies, implementations, investment deliverables, and advisor support.
Responsibilities:
- Drive investment management services for Wealth Advisors
- Serve as a main point of contact for investment and portfolio management
- Consult with Advisors on portfolio strategy and objectives
- Ensure accurate completion of investment implementations
- Support newly acquired firms assimilating to the investment platform and models
- Develop investment deliverables for prospective clients to support organic growth
- Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments
- Communicate investment philosophy and available investment strategies
- Provide proactive, timely status updates on portfolio implementations
- Deliver investment strategies and implementations for Wealth Advisor Teams
- Lead presentations on investment topics
- Support new Portfolio Consultants in developing investment platform competencies
- Apply knowledge of capital markets and portfolio design and management
- Match Advisor implementation goals with available investment strategies
- Work with complex investment vehicles, models, and platforms, including public and private markets
- Draft, support, and audit analytics, proposals, and deliverables
- Troubleshoot portfolio inquiries and coordinate process improvements
- Manage standardized workflows and investment processes
- Manage concurrent portfolio implementations to meet or exceed Service Level Agreements
- Audit implementations against target portfolio objectives
- Lead training for new hires
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 Orion and Morningstar preferred
- Advanced knowledge of MS Excel, including advanced data analytics, preferred
- Strong problem-solving experience and skills
- Excellent analytical and organizational skills
- Strong written and verbal communication skills and highly collaborative approach
- Organized and detail oriented
- Ability to manage and prioritize multiple tasks
- Availability during Monday-Friday, 8AM-5PM standard business hours, with occasional early or late hours
- Dedicated home office workspace free of interruptions or professional office environment
- Ability to travel up to 10% of the time
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, 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, supplemental STD, and Parental Leave
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services
- 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
- Pet Insurance
- Personalized financial planning and guidance at preferred employee pricing
- Incentive compensation eligibility
Similar Jobs
Compensation Consultant – Executive, Equity & Broad-Based Compensation
Compensation Consultant leading executive, equity, and broad-based compensation programs at H&R Block. Supporting Compensation Committee decisions, equity administration, and enterprise-wide pay strategies.
Document Specialist – Consultant
Document Specialist compiling, quality-checking, and redacting clinical and regulatory documents for Quanticate, a global data-focused CRO. Supporting submissions, disclosure, document lifecycle management, and audit readiness.
Oracle Fusion Service Functional Consultant
Oracle Fusion Service Functional Consultant configuring service requests, work orders, queues, SLAs, and self-service portals. Leading workshops, testing, training, and go-live support remotely across eligible regional locations.
Utilization Management Nurse Consultant
Utilization Management Nurse Consultant assessing clinical information and coordinating healthcare coverage decisions for CVS Health members. Remote Illinois role supporting 24/7 utilization management operations.
Utilization Management Nurse Consultant – Behavioral Health
Behavioral health utilization nurse reviewing inpatient and outpatient care for CVS Health’s managed-care members. Applying clinical criteria, authorizing services, and coordinating provider escalations remotely.
Application Consultant, Image Guided Surgery (IGS)
Application Consultant supporting Brainlab’s image-guided surgery technology sales in Spain. Training clinicians, installing systems, troubleshooting, and promoting service contracts.
Senior/Principal Statistician Consultant
Senior/Principal Statistician guiding clinical trial design, analysis, and regulatory submissions. Supporting pharmaceutical, biotech, medical device, and consumer health clients at global CRO ClinChoice.
Senior/Principal Statistician Consultant
Senior/Principal Statistician guiding clinical trial design, analysis, and regulatory submissions. Supporting pharmaceutical, biotech, medical device, and consumer health clients at global CRO ClinChoice.
Senior Business Value Consultant
Senior Business Value Consultant helping Wiz sell its cloud security platform through business cases, ROI analysis, and strategic customer engagements. Remote in Spain, with collaboration across sales and customer success.
Teleservices Consultant
Teleservices Consultant serving Arizona Financial Credit Union members by phone. Handling banking inquiries, technical support, member referrals, and self-service guidance remotely.
Senior Solution Consultant
Senior Solutions Consultant driving technical wins and revenue for New Relic’s observability platform. Partnering with sales and enterprise customers across discovery, demos, and proof-of-concept engagements.
Senior Media Analysis Consultant
Media Analysis Consultant bei UNICEPTA, einem Unternehmen für Medien- und Datenintelligenz. Erstellung und Interpretation von Medienanalysen für strategische Kommunikationsentscheidungen.
Healthcare Management Consultant
Healthcare Management Consultant leading strategy, analytics, and operational improvement engagements for Milliman’s health plan, provider, and government clients. Managing client relationships, projects, and recommendations.
Senior Principal Consultant – OCCO
Senior Principal Consultant advising financial-services firms on governance, risk, and compliance. Leading regulatory reviews, outsourced CCO engagements, client relationships, and junior-staff oversight.
Senior CPM Consultant
(Senior) CPM Consultant bei einer Managementberatung für Business-Intelligence-Lösungen. Beratung, Implementierung und Schulung für integrierte Finanzplanung, Konsolidierung und Reporting.
Professional Services Consultant
Professional Services Consultant leading Dot Compliance eQMS implementations for life sciences customers. Guiding digital quality transformation, training users, and delivering compliant project outcomes.
UKG Pro Consultant
Contract UKG Pro consultant helping HRchitect clients implement and optimize HR, payroll, and talent systems. Supporting configuration, testing, documentation, and client success.
Partner – Interim Manager and Consultant
Unternehmerischer Beratungspartner für thexton armstrong, ein internationales Netzwerk für Mittelstands- und Wachstumsberatung. Aufbau einer eigenen Beratungsgesellschaft und Betreuung von Mandanten über monatliche Retainer.
Staff Consultant, Medicaid
Staff Medicaid Consultant supporting U.S. state agencies with APD funding documentation and outcomes-based procurement. Developing deliverables, budgets, research, and project coordination materials.
Business Card Consultant
Business Card Consultant developing profitable business account relationships for U.S. Bank. Driving payments sales, client acquisition, referrals, and portfolio growth across Wisconsin.