Senior Investment Strategist

Why Work at Mercer Advisors?

For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
  
  

Job Summary:

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.

Investment Strategists provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams and sales professionals. Investment Strategists are the local representative of the firm’s investment department and as such are expected to provide expert insight into the firm’s investment philosophy, processes, and platform to regional stakeholders (advisors, RVPs, referral partners, clients, prospects, etc.).

Essential Job Functions for Investment Strategist II will include:

Core Function

• Partner with RVPs and represent and provide expert insight into the firm’s investment philosophy, processes, and platform within Regis and select Ascend level prospect opportunities.
• Provide thought leadership, portfolio construction, sales, service, and analytical support to local advisor teams for Regis and select Ascend clients across all asset classes including alternatives.
• Liaise with the Portfolio Consulting Group (PCG) as needed to construct proposals and various analyses for prospective and existing clients.
• Public speaking at local client appreciation and sales events.
• Engagement in industry associations, events and research to stay on top of trends and developments.
• Some travel required to build and manage relationships with regional offices and/or key client relationships
  
  

Sales Responsibilities

• Source Regis and Ascend level prospect referrals and partner with RVPs in bringing new clients to Mercer
  
  

Required Knowledge, Skills & Abilities:

• 15 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm
• MBA, CFA, or CAIA a plus
• 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
• Familiarity with alternative investments and quantitative, factor-based investing a plus
• Strong quantitative skills required
• Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)
  
  

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
• Pet Insurance
  
  

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.