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.

Essential Job Functions:

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

Required Knowledge, Skills & Abilities:

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

Mercer Advisors

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today they serve over 31,300 families in more than 90 cities across the U.S. and their employee base and client-facing team are composed of 50% women, reflecting their commitment to diversity.

Apply for This Position