Investment Solutions Client Director

Company:Mercer

Description:

What you can expect:

An exciting opportunity to join one of Mercer’s largest and most rapidly-growing business areas – investment solutions. As part of our Investment Solutions International Client Team, the successful candidate will support Mercer’s investment solutions client base across Europe, the Middle East and Asia, with a focus on managing relationships with our growing client base.

As part of the International Client Team, the successful candidate will develop an intricate knowledge of Mercer’s investment research and investment capabilities by liaising on an ongoing basis with operational, portfolio management and research teams, and deliver this expertise to Mercer’s clients.

The role will facilitate exciting career opportunities within a dynamic and rapidly growing area of Mercer’s business driven by strong demand across new markets.

We will count on you to:

• Develop in-depth knowledge of Mercer’s delegated fund structures, investment capabilities and solutions in order to explain and communicate to clients.
• Support the development of Mercer’s overall client-service delivery across the entire Investment Solutions client base, ensuring a first-class customer experience in a scalable way.
• Lead client relationships - collaborate directly with some of Mercer’s largest Investment Solutions clients, managing multiple stakeholder relationships to ensure clear and timely communication between investment managers, internal Mercer teams, and clients.
• Manage conversations with clients on a variety of topics including advice on strategic asset allocation and optimal investment solutions, delivery of performance analysis, economic commentaries etc. Ensure investment output & documentation are delivered within critical timelines.
• Liaise with wider operational, portfolio management and consulting teams across Mercer, including management of a wide range of client-related projects as they arise.
• Train and develop junior colleagues.

What you need to have:

• Energy, proactivity and desire to see things done efficiently.
• Ability to communicate complex issues in a simple and coherent manner.
• Ability to build and maintain strong relationships with stakeholders.
• Ability to lead regular internal meetings and oversee communication channels to maintain responsiveness and collaboration
• Strong Attention to detail, project management skills.
• Relationship management / consulting experience, ideally with a track record of working with either Wealth Managers, Not-For-Profits or Insurers.
• Knowledge and experience of investment markets across range of assets, including private markets.
• Would suit CFA holder or similar qualification.
• Strong IT skills (PowerPoint, Excel, Word).

What makes you stand out:

• Energy, proactivity and desire to see things done efficiently.
• Team player.
• Ability to communicate complex issues in a simple and coherent manner.
• Attention to detail, and project management experience.
• Strong engagement and influencing skills to collaborate with colleagues at all levels of the organisation
• Previous experience working with large/ important clients, ideally with Wealth Managers.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities.

#MercerIS

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.