Manager, Senior Portfolio Consultant
Remote regions
USBenefits
8w paternity
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Essential Job Functions:
- Lead and manage a team of Portfolio Consultants, providing guidance and coaching to maximize performance.
- Strategically allocate resources, optimize capacity, and drive process improvements.
- Ensure concierge-level service delivery and clear communication of investment strategies.
Required Knowledge, Skills & Abilities:
- Bachelor's degree required, CFP/CFA/advanced degree a plus, Series 65 required.
- Minimum 4-10 years of experience in financial services with team leadership.
- Advanced Excel skills, knowledge of Orion and Morningstar preferred.
Benefits:
- Competitive benefits including medical, dental, vision, HSA with company contributions.
- 14 paid holidays, generous PTO, and paid parental leave (8 weeks).
- 401(k) with match, life and disability insurance, and employee assistance programs.
Mercer Advisors
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.