Senior Investment Strategist (Bay Area)
About the role
Job Summary:
The role is within the Investment Department’s Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization. Investment Strategists support the firm’s regional advisor teams and report to the Sr. Director, Investment Strategy.
Investment Strategists provide 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 provide expert insight 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 close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients
- Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
- Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
- Ensure timely 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 client relationships
Required Knowledge, Skills & Abilities:
- 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm
- MBA or CFA a plus
- Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus
- Strong quantitative skills preferred
- Exceptional client communication skills, both written and verbal
- Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States
- Strong team player with a commitment to collaboration and teamwork
- Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)
Location: This position will be hybrid in the San Francisco Bay Area.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 9/15/2026. 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.
Actual base pay within this range will be based on a variety 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 Mercer Advisors’ incentive compensation programs.
Base Pay Range
$170,000
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$225,000 USD