Senior Investment Strategist (Bay Area)

Job overview

The Senior Investment Strategist role is hybrid in the San Francisco Bay Area, with the listing location in Walnut Creek, CA. The base pay range is $170,000–$225,000 per year, with eligibility for incentive compensation. The role is part of Mercer Advisors’ Investment Department Portfolio Management Group, which supports regional advisor teams and high-net-worth clients. The strategist provides investment expertise, portfolio-construction guidance, and analytical support to advisors and assigned clients, helping deliver the firm’s investment approach and complete portfolio reviews in accordance with compliance and investment requirements.

What you'll do

• Partner with financial advisors to provide portfolio construction, asset location, vehicle selection, and other investment advice to assigned high-net-worth clients
• explain the firm’s investment philosophy, processes, and platform
• provide thought leadership and analytical support to advisor teams
• support timely annual portfolio reviews, including Reg 9s where applicable
• participate in industry associations, events, and research
• travel as needed to build relationships with regional offices or key clients.

What we're looking for

Skills & competencies

senior investment strategist

investment strategy

portfolio management

wealth management

portfolio construction

high-net-worth clients

hybrid

san francisco bay area

walnut creek ca

mercer advisors

$170k–$225k annually

incentive compensation

series 65

10 years’ experience preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA with company contributions for eligible plans
• dependent care savings account
• 14 paid holidays
• paid time off
• employee assistance plan
• family and paid parental leave
• adoption assistance
• 401(k) with match
• pet insurance
• financial planning at preferred employee pricing.

Why this role

Hybrid Bay Area role in the client-facing Portfolio Management Group; some travel is required.

About the employer

Mercer Advisors is hiring for this role. Industry: Unclassified (placeholder). Sector: 99.