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, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors 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, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Manager, Senior Portfolio Consultant II plays a critical role in overseeing the Portfolio Consulting department within markets, managing a team of direct reports, and ensuring the effective management of investment portfolios. Working closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role drives strategic alignment and exceptional service delivery. Responsibilities include leading strategic initiatives, resolving bottlenecks, analyzing team reporting, managing day-to-day workflow, and communicating progress to leadership. Additionally, this role oversees resource allocation within the division, mentors Portfolio Consultants, and contributes to the growth and excellence of investment management services within the organization.
Essential Job Functions for the Manager, Senior Portfolio Consultant II will include:
Team Management & Leadership
- Lead and oversee a team of Portfolio Consultants, providing guidance, coaching, and support to maximize team performance.
- Strategically plan and allocate resources to optimize capacity and ensure achievement of Key Performance Indicators.
- Foster a culture of innovation and continuous improvement, driving process enhancements and operational efficiencies.
- Develop and implement project management methodologies and best practices to build on the team’s skills and abilities.
Concierge Level Service & Communication
- Communicate investment philosophy and available investment strategies clearly and effectively.
- Ensure exceptional service delivery is being provided for Wealth Advisor Teams and end clients across all Portfolio Consultants.
- Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
- Lead presentations on various investment topics to Wealth Advisor teams.
Knowledge of Investment Management
- Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
- Expertise in investment vehicles, models and platform, including public and private markets.
Manage Efficient Process & Workflows
- Take ownership of managing standardized workflows and investment processes, ensuring consistency, accuracy, and efficiency.
- Implement department or firm-level process improvements to increase efficiency and enhance client experience.
- Handle trade corrections and implement processes to reduce trade errors.
Required Knowledge, Skills & Abilities:
- Bachelor’s degree required, CFP, CFA or advanced degree a plus
- Series 65 required
- Minimum 4-10 years preferred of related experience in financial services
- Experience leading and managing a team of direct reports
- Working knowledge of Orion and Morningstar preferred
- Advanced knowledge of MS Excel required, including advanced data analytics
- Strong problem-solving experience and skills
- Strong communication skills, both written and verbal and highly collaborative approach
- Organized and detail oriented
- Ability to manage and prioritize multiple tasks
- Excellent communication, analytical and organizational skills
Work Schedule: Daytime and evening hours as needed
Travel: Estimate 5% - 10% travel
Working Conditions: Professional office environment. Working inside. Standing and sitting. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 9/01/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors 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 [email protected]. 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 resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Mercer Advisors Newport Beach, California, USA Office
Newport Beach, United States, 92660
Mercer Advisors Santa Barbara, California, USA Office
Santa Barbara, United States, 93108
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