Job Description
Assume a critical role in executing investment implementations for complex portfolio transitions and high net worth clients. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm’s organic growth by developing investment deliverables for prospective clients. Collaborate closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments to ensure strategic alignment and deliver exceptional service.
Responsibilities include handling implementations for sophisticated investment portfolios and providing valuable insights to optimize client portfolios and enhance the client experience. This role provides excellent opportunity for career acceleration.
About Mercer Advisors
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.