Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)
Mercer Advisors · Remote
- Posted
- 12 days ago
- Last confirmed live
- Today
What this role involves
The Senior Investment Strategist supports regional advisor teams within the Investment Department's Portfolio Management Group. They provide thought leadership, portfolio construction, and sales support to deliver investment advice to high net worth clients. The role requires close partnership with financial advisors and expertise in investment philosophy and platform.
Skills this posting asks for
- portfolio construction
- asset allocation
- vehicle selection
- client advisory
- investment analysis
- sales support
- thought leadership
Requirements
- Level: senior
- Remote policy: remote
From the employer’s posting
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, i…
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