Senior Portfolio Consultant

Role Overview

• Communicate investment philosophy and available investment strategies clearly and effectively.
• Provide status updates on portfolio implementations proactively and timely.
• Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies
• Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
• Lead presentations on various investment topics to Wealth Advisor teams.
• Support new Portfolio Consultants with developing core competencies within investment platform.
• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Ability to effectively match Advisor implementation goals with available investment strategies.
• Expertise in complex investment vehicles, models, and platform, including public and private markets.
• Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams.
• Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions
• Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.
• Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
• Collaborate with key central teams to coordinate process improvement.
• Responsible for managing standardized workflows and investment processes
• Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
• Audit implementations to ensure outcome is consistent with target portfolio objectives
• Oversee implementations for high net worth and ultra high net worth clients.

Requirements

• Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
• CFP® and/or Series 65 required
• CFA or advanced degree preferred
• Minimum 4 years of financial industry related experience
• Working knowledge of Envestnet, Orion and Morningstar preferred
• Advanced knowledge of MS Excel preferred, including advanced data analytics
• Strong problem-solving experience and skills
• Excellent analytical and organizational skills
• Strong communication skills, both written and verbal and highly collaborative approach
• Organized and detail oriented
• Ability to manage and prioritize multiple tasks

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
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing