Investment Strategist
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $150,000 - $180,000 per year
About the role
- 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 and HNW clients
- Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
- 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.
- 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
Requirements
- 10 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 private market investments, alternative asset solutions and quantitative, factor-based investing a plus
- Strong quantitative skills 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.)
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio constructionasset locationvehicle selectionquantitative investingfactor-based investingprivate market investmentsalternative asset solutionsanalytical supportcompliance requirementsannual portfolio reviews
Soft Skills
client communicationteam collaborationthought leadershiprelationship managementstakeholder communicationwritten communicationverbal communicationcommitment to teamworkadaptabilityproblem-solving
Certifications
CFAMBASeries 65CFP