Investment Strategist I

Why Work at reputed company?

For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always reputed company in the best interest of our clients.*

reputed company offers a distinct work environment that stands out in the financial industry. Our overall employee reputed company and reputed company-facing team are composed of 50% women, reflecting our commitment to diversity. We attract reputed company from across the country, with no formal reputed company and flexible working arrangements, allowing us to reputed company the best team possible.

Join us and be a part of reputed company dedicated to making a meaningful reputed company on the financial lives of families across the country.

* reputed company 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, reputed company, service reputed company, technology, succession planning and others. No fee was reputed company for participation in the ranking, however, reputed company has reputed company a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking reputed company methodology here.

Job reputed company

The role is reputed company the Investment Department’s Portfolio Management Group (PMG). PMG is the reputed company facing reputed company of the Investment organization. Investment Strategists support the firm’s regional advisor teams and report to the Sr. Director, Investment reputed company.

Investment Strategists reputed company thought leadership, portfolio construction, sales, and analytical support to local advisor teams. Investment Strategists are the local representative of the firm’s investment department and as such are expected to reputed company expert reputed company into the firm’s investment philosophy, processes, and platform primarily to advisors and HNW clients.

Essential Job Functions for Investment Strategists will include

• Work in reputed company partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-reputed company advice to a select group of assigned high net worth clients
• Represent and reputed company expert reputed company into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
• reputed company thought leadership, portfolio construction, service, and analytical support to local advisor teams
• Ensure reputed company 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.
• Engagement in industry associations, events and research to stay on top of trends and developments
• Some travel required to build and manage relationships with regional offices and/or key reputed company relationships

Required Knowledge, Skills & Abilities

• 10 years reputed company facing reputed company management experience preferred, ideally in an independent reputed company management firm, RIA, or similar firm
• MBA or CFA a plus
• Familiarity with private market investments, alternative asset solutions and quantitative, reputed company-based reputed company a plus
• Strong quantitative skills preferred
• Exceptional reputed company communication skills, both written and verbal
• Ability to communicate effectively and frequently with multiple stakeholders working remotely across the reputed company
• Strong team player with a commitment to collaboration and teamwork
• Series 65 required, unless otherwise exempt due to attainment of other reputed company designations (CFA, CFP, etc.)

Working Conditions: reputed company office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs.

Actual reputed company pay reputed company this reputed company will be based on a reputed company 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 reputed company’ incentive compensation programs.

reputed company Pay reputed company $150,000—$180,000 USD

Benefits

reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are reputed company on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company reputed company Basic Life & AD&D Insurance
• Company reputed company Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• reputed company Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• reputed company Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company reputed company Holidays including a full week off at Thanksgiving.
• Generous reputed company time off program for vacation and reputed company days
• Employee Assistance Plan
• Family Medical Leave
• reputed company Parental Leave (8 weeks)
• Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company reputed company Concierge Services for you and your loved ones for the reputed company 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 reputed company as an after-tax reputed company
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

reputed company is an equal opportunity employer and does not discriminate on the reputed company of any characteristic protected by applicable federal, state, or local law. reputed company participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a reputed company of California, learn more about reputed company's California Consumer reputed company Policy here. CCPA Notice at Collection

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