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Senior Investment Strategist (Texas; Mountain or Pacific Time Zone)

3 months, 3 weeks ago
United States
Full-time
Senior
Account Manager
Sales and Business Development
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 21

Description

  • Partner closely with financial advisors to deliver portfolio construction, asset location, vehicle selection, and other investment advice to assigned high-net-worth clients.
  • Represent the firm’s investment philosophy, processes, and platform to local advisor teams and high-net-worth clients.
  • Provide thought leadership, portfolio construction support, service support, and analytical support to local advisor teams.
  • Ensure annual portfolio reviews, including Reg 9s when applicable, are completed on time in line with compliance and investment department requirements.
  • Engage in industry associations, events, and research to stay current on market trends and developments.
  • Travel as needed to build and maintain relationships with regional offices and key client relationships.

Requirements

  • 10 years of client-facing wealth management experience preferred, ideally with an independent wealth management firm, RIA, or similar firm.
  • MBA or CFA is a plus.
  • Familiarity with private market investments, alternative asset solutions, and quantitative, factor-based investing is a plus.
  • Strong quantitative skills preferred.
  • Exceptional client communication skills, both written and verbal.
  • Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States.
  • Strong team player with a commitment to collaboration and teamwork.
  • Series 65 required unless exempt due to attainment of another professional designation such as CFA or CFP.
  • Ability to work fully remote, with preference for candidates in the Texas, Mountain, or Pacific Time Zone.

Benefits

  • Base salary range of $150,000 to $180,000 USD.
  • Eligible to earn incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical coverage options, including three Cigna plans and Kaiser Medical plans in California.
  • Health Savings Account with company contributions for employees enrolled in either HDHP medical plan.
  • Two dental plans and a vision insurance plan.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous PTO for vacation and sick days.
  • Paid parental leave (8 weeks), family medical leave, and adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional and Roth options, matching contributions, and an after-tax option.
  • Employee Assistance Plan, concierge services, pet insurance, and personalized financial planning at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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