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Mercer Advisors

Senior Investment Strategist (Bay Area)

Mercer Advisors · Menlo Park; San Francisco; Walnut Creek

Posted 26 days ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
26 days
Mercer Advisors's roles stay open a median of 45 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
52 stale, 5 reposted of 104 open
Hiring momentum
167 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.

About this role

The Senior Investment Strategist role at Mercer Advisors involves providing expert insight and analytical support to local advisor teams and high net worth clients. Responsibilities include portfolio construction, asset location, and ensuring compliance with investment department requirements. The position requires collaboration with financial advisors and engagement in industry events to stay updated on market trends.

Our read on this posting3.4out of 5
benefits
5/5
freshness
4/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.

What you need

  • 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm
  • Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)
  • Exceptional client communication skills, both written and verbal
  • Strong quantitative skills preferred
  • 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

Nice to have

  • MBA or CFA a plus
  • Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus

What you get

  • 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

Worth weighing

  • No specific mention of the technologies or tools used in the role, which could impact the learning experience
  • The role requires some travel, which may affect work-life balance
  • The position is hybrid, which may not suit all candidates

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

More roles at Mercer Advisors

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