Senior Portfolio Consultant – Mountain or Pacific Time Zones

Mercer Advisors

. Execute investment implementations for complex portfolio transitions and high net worth clients .

Posted 9/15/2026full-timeRemote • United StatesSenior💰 $89,250 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment implementations and portfolio management for high net worth clients, with strong analytical skills and the ability to communicate complex investment strategies effectively. Proficient in managing multiple projects while ensuring compliance and optimizing client experiences.

Highest-signal resume keywords

CFP®Series 65Advanced MS ExcelInvestment ImplementationFinancial Industry Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment ImplementationData AnalyticsPortfolio ManagementFinancial AnalysisProcess ImprovementProposal DraftingClient Portfolio OptimizationService Level Agreement ManagementAudit ImplementationInvestment Strategy Development

Soft Skills

Strong Communication SkillsProblem-Solving SkillsOrganizational SkillsDetail OrientedCollaborative Approach

Tools & Technologies

OrionMorningstar

Certifications & Qualifications

CFP®Series 65CFA

Industry Keywords

Wealth ManagementHigh Net Worth ClientsPortfolio TransitionsInvestment PhilosophyFinancial Services

About the role

Key responsibilities & impact

Execute investment implementations for complex portfolio transitions and high net worth clients
Serve as a point person for newly acquired firms assimilating to Mercer Advisors’ investment platform and models
Develop investment deliverables for prospective clients to support organic growth
Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments
Communicate investment philosophy and available investment strategies
Provide proactive and timely status updates on portfolio implementations
Lead presentations on various investment topics to Wealth Advisor teams
Support new Portfolio Consultants in developing core competencies within the investment platform
Match Advisor implementation goals with available investment strategies
Draft, support, and audit analytics, proposals, and deliverables for Wealth Management Teams
Manage standardized workflows and investment processes
Coordinate process improvement with key central teams
Manage concurrent portfolio implementations to meet or exceed Service Level Agreements
Audit implementations for consistency with target portfolio objectives
Oversee implementations for high net worth and ultra high net worth clients
Provide insights to optimize client portfolios and enhance the client experience

Requirements

What you’ll need

Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
CFP® and/or Series 65 required
CFA or advanced degree preferred
Minimum 4 years of financial industry related experience
Working knowledge of Orion and Morningstar preferred
Advanced knowledge of MS Excel preferred, including advanced data analytics
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
Availability during standard business hours Monday through Friday, 8AM to 5PM, with occasional early or late hours
Ability to work independently and within a team on multiple time-sensitive projects with high accuracy and attention to detail
Dedicated home office workspace or professional office environment free of interruptions
Ability to travel up to 10% of the time

Benefits

Comp & perks

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
Basic technology needs will be provided to satisfy position requirements
Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs