Senior Portfolio Consultant

Mercer Advisors

Portfolio Consulting manager leading investment teams for Mercer Advisors, an integrated financial planning and wealth management firm. Overseeing portfolios, workflows, resources, and client service.

Posted 8/12/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management, capital markets, and investment strategies while leading a team to optimize performance and enhance operational efficiencies. Proficient in project management methodologies and advanced data analytics to drive continuous improvement and deliver concierge-level service.

Highest-signal resume keywords

Portfolio ManagementCapital Markets AnalysisTeam LeadershipAdvanced MS ExcelSeries 65

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio DesignInvestment VehiclesProject Management MethodologiesData AnalyticsProcess Improvement

Soft Skills

Problem-SolvingWritten CommunicationVerbal CommunicationCollaborationOrganizational Skills

Tools & Technologies

OrionMorningstar

Certifications & Qualifications

Bachelor's DegreeSeries 65

Industry Keywords

Financial ServicesWealth ManagementInvestment StrategiesPublic MarketsPrivate Markets

About the role

Key responsibilities & impact

Oversee the Portfolio Consulting department within markets and manage a team of direct reports
Lead and oversee Portfolio Consultants through guidance, coaching, and support
Plan and allocate resources to optimize capacity and achieve Key Performance Indicators
Foster innovation, continuous improvement, process enhancements, and operational efficiencies
Develop and implement project management methodologies and best practices
Communicate investment philosophy and available investment strategies
Ensure concierge-level service for Wealth Advisor teams and end clients
Lead presentations on investment topics for Wealth Advisor teams
Analyze capital markets, portfolio design, and portfolio management
Oversee investment vehicles, models, and platforms across public and private markets
Manage standardized workflows and investment processes for consistency, accuracy, and efficiency
Implement department- or firm-level process improvements
Handle trade corrections and reduce trade errors
Resolve bottlenecks, analyze team reporting, manage day-to-day workflow, and communicate progress to leadership

Requirements

What you’ll need

Bachelor’s degree required
Series 65 required
4–10 years of related experience in financial services preferred
Experience leading and managing a team of direct reports
Working knowledge of Orion and Morningstar preferred
Advanced MS Excel knowledge, including advanced data analytics
Comprehensive understanding of capital markets and portfolio design and management
Expertise in investment vehicles, models, and platforms, including public and private markets
Strong problem-solving skills
Strong written and verbal communication skills
Highly collaborative approach
Organized and detail oriented
Ability to manage and prioritize multiple tasks
Daytime and evening availability as needed
Willingness to travel approximately 5%–10%
Must work inside in a professional office environment and handle standing and sitting; no heavy lifting over 10 lbs.

Benefits

Comp & perks

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)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones
401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing