Manager, Senior Portfolio Consultant

Remote • $110k - $130k / year

About the role

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. This role drives strategic alignment and exceptional service delivery while working closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments.

Responsibilities

• 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.
• Communicate investment philosophy and available investment strategies clearly and effectively.
• Ensure exceptional service delivery for Wealth Advisor Teams and end clients across all Portfolio Consultants.
• Work both independently and 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.
• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Expertise in investment vehicles, models, and platforms, including public and private markets.
• Manage 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.

Requirements

• Bachelor’s degree required; CFP, CFA, or advanced degree a plus.
• Series 65 required.
• Minimum 4-10 years 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, including advanced data analytics.
• Strong problem-solving skills.
• Excellent communication, analytical, and organizational skills.
• Highly collaborative approach.
• Ability to manage and prioritize multiple tasks.

Schedule

• Daytime and evening hours as needed.
• Estimated 5% - 10% travel.

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, 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).
• Adoption Assistance Reimbursement Program.
• Company Paid Concierge Services for aging parents, young children, and life’s challenges.
• 401(k) Retirement Plan with both 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.