Senior Investment Strategist - Wealth & Portfolio Leader
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-08-27
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Mercer Advisors is seeking an Investment Strategist to join the Portfolio Management Group in the San Francisco Bay Area. The role involves leading investment strategy, portfolio construction, and advisory support for high net worth clients across a distributed advisor network.
You will work with regional teams to articulate the firm’s investment philosophy, stay ahead of market trends, and deliver client-focused solutions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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