Senior Investment Strategist (texas; Mountain Or Pacific Time Zones)

Mercer Advisors

Remote, US
Remote
Portfolio construction expertise
High net worth client interaction
Asset location and vehicle selection
Mercer Advisors is an independent fiduciary ranked #1 RIA firm by Barron's serving over 31,300 families

Job Summary

  • Mercer Advisors is an independent fiduciary ranked #1 RIA firm by Barron's serving over 31,300 families.
  • The role involves providing expert insight into the firm's investment philosophy to local advisor teams and high net worth clients.
  • Strategists will craft portfolio construction and asset location advice while ensuring timely completion of annual portfolio reviews.

Matching Summary

Mercer Advisors is an independent fiduciary ranked #1 RIA firm by Barron's serving over 31,300 families.

Skills & Requirements

Must-have

  • Portfolio construction expertise
  • High net worth client interaction
  • Asset location and vehicle selection
  • Investment philosophy communication
  • Annual portfolio review management

Nice-to-have

  • Thought leadership in investment trends
  • Regional relationship building
  • Industry association engagement
  • Flexible remote work environment

Key Requirements

  • Experience with high net worth clients
  • Knowledge of Reg 9 compliance requirements
  • Ability to travel for regional relationships

Work Rights

Not specified

Tailored Resume

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