Consultant PMO role for public sector project management at Atos, supporting client needs and governance using AI tools.
About the role
- Senior Portfolio Consultant executing investment implementations and managing investment strategies for high net worth clients at Mercer Advisors. Involves collaboration with Wealth Advisors and various departments to ensure service excellence.
Responsibilities
- Communicate investment philosophy and available investment strategies clearly and effectively.
- Provide status updates on portfolio implementations proactively and timely.
- Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies
- 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.
- Support new Portfolio Consultants with developing core competencies within investment platform.
- Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
- Ability to effectively match Advisor implementation goals with available investment strategies.
- Expertise in complex investment vehicles, models, and platform, including public and private markets.
- Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams.
- Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions
- Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.
- Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
- Collaborate with key central teams to coordinate process improvement.
- Responsible for managing standardized workflows and investment processes
- Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
- Audit implementations to ensure outcome is consistent with target portfolio objectives
- Oversee implementations for high net worth and ultra high net worth clients.
Requirements
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
- CFP® and/or Series 65 required
- CFA or advanced degree preferred
- Minimum 4 years of financial industry related experience
- Working knowledge of Envestnet, Orion and Morningstar preferred
- Advanced knowledge of MS Excel preferred, including advanced data analytics
- Strong problem-solving experience and skills
- Excellent analytical and organizational skills
- Strong communication skills, both written and verbal and highly collaborative approach
- Organized and detail oriented
- Ability to manage and prioritize multiple tasks
Benefits
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Consultant role conducting market analysis and strategic projects for Deloitte's clients. Engaging with leadership to shape informed decision - making in a complex market environment.
Data Consultant at Xcel Energy managing and analyzing data for electric generation and transmission systems, ensuring compliance and enhancing business processes.
IFS HCM Consultant designing and implementing IFS ERP solutions for Interpath Advisory. Collaborating with stakeholders across business to enhance HR processes and decision - making.
Senior AI Consultant supporting businesses in Switzerland with AI adoption through workshops and tailored training programs. Engaging with executive teams to enhance business strategies with AI.
Technical Consultant helping clients achieve organizational effectiveness through technology implementation and resource alignment. Enhancing student outcomes and promoting long - term sustainability in higher education institutions.
Consultant specializing in cultural and creative sectors with Strategic Gears. Managing modules within engagements while conducting stakeholder interviews and producing client - ready outputs.
Senior Consultant in Corporate Sustainability at Guidehouse leading project teams and managing client relations. Focused on delivering technical financial analyses and sustainability solutions to diverse clients.
Junior Environmental Consultant supporting the Swiss team in site investigations and remediation strategies, coordinating subcontractors and executing field work primarily in Switzerland.
Managing Consultant, Industrial Hygiene leading safety projects and compliance strategies in innovation sectors. Drive workplace safety and influence decisions protecting people and the planet.