Wealth Sales Director

Company:

Mercer

Description:

Mercer is seeking candidates for our Wealth Sales Director position. This role is a hybrid position and requires 3 days in office. This position prefers candidates based in Ohio, Pennsylvania, or Michigan. Other surrounding locations will still be considered.

Wealth Sales Director

What can you expect?

• Mercer is a globally recognized leader in investments consulting, providing industry leading solutions across multiple industry specialties.

• Working alongside a dedicated team of investment consultants, as a Sales Director with Mercer you will assist our national practice in further developing our client value proposition across all our various engagement models for organizations seeking alternative investment strategies and create sales plans to grow our business across North America

• The Wealth Sales Director will be knowledgeable regarding the full spectrum of Mercer’s Wealth business – including Alternatives, endowments, OCIO and fiduciary management, defined benefits, and defined contributions.

What is in it for you?

• As a Sales Director, you will partner with our practice leaders to grow our business in North America, working with an entrepreneurial team with a strong reputation in the market

• Our vision is to be the leading global partner tour clients by delivering insightful research, customized advice and/or implemented solutions that help clients achieve their desired outcomes.

• This position will be responsible for driving growth of a key strategic segment for Mercer and Marsh McClennan more broadly.

We will count on you to:

• Bring energy and passion for developing solutions for our clients and being a key contributor to the growth of our practice.

• Uphold sales goals and targets, while bringing considerable investment expertise.

• Strategize account expansion initiatives, directing and conducting thorough research through various channels of information and targeting specific accounts leveraging a large professional network to proactively generate growth within an area of specialization.

• Represent the business in the industry and thoroughly address all RFPs, develop sales presentations and formal sales proposals for related accounts.

• Oversee all phases of the sales process while negotiating outcomes that create value for the account and the business.

• Leverage an advanced awareness and understanding of client needs and internal service offerings to deliver the firm to accounts and clients and facilitate relationships to diversify account involvement and maximize value.

• Organize, attend, speak and present at relevant industry conferences.

• Help prepare industry thought pieces for clients and prospects.

What you need to have: 

• BA/BS degree

• Strong track record of achieving sales goals.

• Multiple years of institutional sales experience focused on defined contributions, investment consulting other wealth solutions.

• Series 7 and 63 license or the ability to obtain early in employment.

What makes you stand out:

• Experiential knowledge of the investments consulting industry

• Strong network & ability to gain access to C-suite level executives, particularly in the mid- market space.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

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