Mercer Advisors has been helping families amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.

Job Summary

The Senior Portfolio Consultant I assumes a critical role in executing investment implementations for complex portfolio transitions and high‑net‑worth clients. The role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models, and supporting organic growth by developing investment deliverables for prospective clients. The position collaborates closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments to ensure strategic alignment and deliver exceptional service.

Responsibilities Concierge Level Service & Communication Communicate investment philosophy and available strategies clearly. Provide status updates on portfolio implementations pro...