Senior Investment Strategist

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money.

Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money A family office for your family.

We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.

Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care.

And we do this as an independent, national fiduciary which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base.

We bring together the best talent wherever they live with no formal headquarters, and many flexible working arrangements so we can assemble the best team.

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 to the Sr. Director, Investment Strategy .

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 and 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 across all asset classes including alternatives.
• 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, CFA, or CAIA a plus
• 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
• Familiarity with quantitative, factor-based investing a plus
• Strong quantitative skills required
• Familiarity with alternatives investments a plus
• 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.

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
30+ days ago