Senior Investment Strategist (Bay Area)
About the role
This role is within the Investment Department’s Portfolio Management Group (PMG), 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. They provide thought leadership, portfolio construction, sales, and analytical support to local advisor teams, serving as the local representative of the firm’s investment department. Strategists deliver expert insight into the firm’s investment philosophy, processes, and platform primarily to advisors and high-net-worth (HNW) clients.
Responsibilities
- Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high-net-worth clients.
- Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients.
- Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams.
- Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements.
- Engage in industry associations, events, and research to stay on top of trends and developments.
- Travel as required to build and manage relationships with regional offices and/or key client relationships.
Requirements
- 10 years of client-facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm.
- MBA or CFA a plus.
- Familiarity with private market investments, alternative asset solutions, and quantitative, factor-based investing 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 otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.).
Location: Hybrid in the San Francisco Bay Area.
Pay
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills, and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Base Pay Range: $170,000 - $225,000 USD
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 family time
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs
- 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