Manager, Senior Portfolio Consultant

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

Job Summary:

The Manager, Senior Portfolio Consultant II plays a critical role in overseeing the Portfolio Consulting department within markets, managing a team of direct reports, and ensuring the effective management of investment portfolios. Working closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role drives strategic alignment and exceptional service delivery. Responsibilities include leading strategic initiatives, resolving bottlenecks, analyzing team reporting, managing day-to-day workflow, and communicating progress to leadership. Additionally, this role oversees resource allocation within the division, mentors Portfolio Consultants, and contributes to the growth and excellence of investment management services within the organization.

Essential Job Functions for the Manager, Senior Portfolio Consultant II will include:

Team Management & Leadership

• Lead and oversee a team of Portfolio Consultants, providing guidance, coaching, and support to maximize team performance.
• Strategically plan and allocate resources to optimize capacity and ensure achievement of Key Performance Indicators.
• Foster a culture of innovation and continuous improvement, driving process enhancements and operational efficiencies.
• Develop and implement project management methodologies and best practices to build on the team’s skills and abilities.

Concierge Level Service & Communication

• Communicate investment philosophy and available investment strategies clearly and effectively.
• Ensure exceptional service delivery is being provided for Wealth Advisor Teams and end clients across all Portfolio Consultants.
• 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.

Knowledge of Investment Management

• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Expertise in investment vehicles, models and platform, including public and private markets.

Manage Efficient Process & Workflows

• Take ownership of managing standardized workflows and investment processes, ensuring consistency, accuracy, and efficiency.
• Implement department or firm-level process improvements to increase efficiency and enhance client experience.
• Handle trade corrections and implement processes to reduce trade errors.

Required Knowledge, Skills & Abilities:

• Bachelor’s degree required, CFP, CFA or advanced degree a plus.
• Series 65 required.
• Minimum 4-10 years preferred of related experience in financial services.
• Experience leading and managing a team of direct reports.
• Working knowledge of Orion and Morningstar preferred.
• Advanced knowledge of MS Excel required, including advanced data analytics.
• Strong problem-solving experience and skills.
• Strong communication skills, both written and verbal, and highly collaborative approach.
• Organized and detail oriented.
• Ability to manage and prioritize multiple tasks.
• Excellent communication, analytical and organizational skills.

Work Schedule:

Daytime and evening hours as needed.

Travel:

Estimate 5% - 10% travel.

Working Conditions:

Professional office environment. Working inside. Standing and sitting. No heavy lifting over 10 lbs.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to its employees. Benefit programs focus on meeting employees’ and eligible dependents’ health and welfare needs.

• 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 plan offerings, including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser medical plans available in California
• Health Savings Account with company contributions if enrolled in either HDHP medical plan
• Two comprehensive dental plans
• Vision insurance plan
• Dependent Care Savings Account
• 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 of 8 weeks
• Maternity benefits
• Adoption Assistance Reimbursement Program
• Company-paid concierge services
• 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and an after-tax option
• Pet insurance
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing