Senior Portfolio Consultant (Mountain or Pacific Time Zones)

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat job title as heading. Do NOT put Job ID etc. Remove boilerplate, duplicated lines, application instructions, EEO, etc. Preserve all substantive info; do not invent or summarize away detail. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless posting actually states them. So we need to include sections that have content. Let's parse the posting. First part: "Why Work at Mercer Advisors? ..." This is about the company, maybe "About the role"? Actually "Why Work at Mercer Advisors?" is more about company culture. Could be "About the role"? Might be better as "About Mercer Advisors" but we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. The instruction: use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use those exact headings. We need to decide which sections are present. We have a "Job Summary" paragraph describing role. That could be under "About the role". Then "Essential Job Functions Will Include" with bullet-like sentences (though not bullet list). We can treat those as responsibilities. Then "Required Knowledge, Skills, And Abilities" includes education, certifications, experience, etc. That could be split into Requirements, Qualifications, Skills. The posting lists: Bachelor's degree preferred, CFP® and/or Series 65 required, CFA or advanced degree preferred, Minimum 4 years experience, Working knowledge of Orion and Morningstar preferred, Advanced knowledge of MS Excel preferred, Strong problem-solving experience and skills, Excellent analytical and organizational skills, Strong communication skills, Organized and detail oriented, Ability to manage and prioritize multiple tasks. So we can categorize: Requirements: Bachelor's degree preferred, CFP® and/or Series 65 required, Minimum 4 years experience. Qualifications: CFA or advanced degree preferred, Working knowledge of Orion and Morningstar preferred, Advanced knowledge of MS Excel preferred. Skills: Strong problem-solving, Excellent analytical and organizational skills, Strong communication skills, Organized and detail oriented, Ability to manage and prioritize multiple tasks. Then location and schedule: "Location: This is a remote position with a strong preference for candidates in the Mountain or Pacific time zones. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: ..." So we have schedule info. Also "Travel assumed up to 10% of the time." That could be part of schedule or working conditions. We'll include Schedule section with details. Pay: "Actual base pay within this range will be based on a variety of factors... Base Pay Range $89,250 - $105,000 USD". Also mention incentive compensation. So we have Pay section. Benefits: long list of benefits. So Benefits section. We need to avoid boilerplate: remove EEO, equal opportunity, unsolicited resumes, accommodation request, etc. Also remove "Application Deadline" maybe? That's application instruction; we should remove application instructions. The instruction says: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should drop "Application Deadline: The initial deadline for applications is 10/10/2026..." and subsequent sentences about rolling basis, encourage to apply early, etc. Also drop "We are not accepting unsolicited resumes..." and EEO statements, accommodation request, etc. Also drop "If you need an accommodation..." etc. Also drop "Mercer Advisors participates in E-Verify..." etc. Also drop "If you are a resident of California..." etc. Also drop the footnote about ranking methodology etc? That's part of why work at Mercer Advisors? It includes some info about ranking; we should keep substantive info about ranking? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep the ranking info as part of "Why Work at Mercer Advisors?" maybe under About the role? It's about the company. It's substantive. So keep it. We also need to keep the "Why Work at Mercer Advisors?" paragraph and the ranking details. That's fine. Now we need to output HTML fragment only, no /, no markdown fences. We'll structure:

  About the role

  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. 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.

  But note: The "Please see important information about the ranking criteria methodology here." is a link; we can keep as text. Then Job Summary: maybe incorporate into About the role? The Job Summary paragraph: "The Senior Portfolio Consultant I assumes a critical role..." That's definitely about the role. So we can include that in same About the role section after the company description, or we could split but we only have About the role heading. We'll combine. Thus About the role section will contain both company overview and job summary. Now Responsibilities: we need to list duties. The "Essential Job Functions Will Include" includes multiple bullet-like sentences. We'll turn each into
• . Also there are sub-bullets under Concierge Level Service & Communication, Knowledge of Investment Management, Manage Efficient Process & Workflows. We'll treat each bullet as a responsibility. Let's extract: Concierge Level Service & Communication: - Communicate investment philosophy and available investment strategies clearly and effectively. - Provide status updates on portfolio implementations proactively and timely. - Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies - 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: - Support new Portfolio Consultants with developing core competencies within investment platform. - Demonstrate a comprehensive understanding of capital markets and portfolio design & management. - Ability to effectively match Advisor implementation goals with available investment strategies. - Expertise in complex investment vehicles, models, and platform, including public and private markets. - Drafting, supporting, and auditing analytics, proposals, and deliverables for Wealth Management Teams. - Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions - Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons. Manage Efficient Process & Workflows: - Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries. - Collaborate with key central teams to coordinate process improvement. - Responsible for managing standardized workflows and investment processes - Manage portfolio implementations concurrently to meet or exceed Service Level Agreements - Audit implementations to ensure outcome is consistent with target portfolio objectives - Oversee implementations for high net worth and ultra high net worth clients We'll output as
  • each. Now Requirements: we need to list required items: Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related) CFP® and/or Series 65 required Minimum 4 years of financial industry related experience We could also include "Preferred" items but those go to Qualifications/Skills. Thus Requirements section:
    • Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
    • CFP® and/or Series 65 required
    • Minimum 4 years of financial industry related experience
    Qualifications: CFA or advanced degree preferred; Working knowledge of Orion and Morningstar preferred; Advanced knowledge of MS Excel preferred. Thus Qualifications section. Skills: Strong problem-solving experience and skills; Excellent analytical and organizational skills; Strong communication skills, both written and verbal and highly collaborative approach; Organized and detail oriented; Ability to manage and prioritize multiple tasks. We'll list those. Now Benefits: we need to list benefits as
    • each. The benefits list is long; we need to preserve all substantive info. We'll copy each benefit line. List from posting: - 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 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 as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We'll keep each as
    • . Pay: Base Pay Range $89,250 - $105,000 USD. Also mention incentive compensation eligibility. We'll include that. Schedule: Work Schedule: standard business hours Monday-Friday 8AM-5PM, may have early/late hours; Travel up to 10%; Working Conditions: professional office or dedicated home office, basic technology provided, routinely sitting/standing, no heavy lifting over 10 lbs. We'll include schedule and maybe working conditions under Schedule section? The instruction says use heading