Investment Business Development Associate - Wealth Job at Mercer
Mercer Investment Solutions is the leader in discretionary portfolio management across defined benefit, defined contribution, non-profit, insurance and wealth management clients. Our continued growth has created an opportunity for an Investment Business Development Associate supporting the Wealth Business. This position would ideally have access to either the Boston, St Louis, Denver, Louisville or Chicago offices.
Investment Business Development Associate
What can you expect?
- In this role, you will work closely with senior sales professionals and relationship managers to drive the operational activities required to achieve sales & growth targets across Mercer’s Investment Solutions
- You will help to build a strategic understanding of the market and lead day to day operational processes related to client retention, expansion and new business prospecting
What’s in it for you?
- Mercer is a globally recognized leader in Investment Consulting
- Robust opportunities for learning, training and career growth
- Mercer also offer benefits coverage starting Day 1 and a generous time-off policy
We will count on you to:
- Work closely with sales and commercial leadership on all aspects of sales and business development activities
- Ownership of key sales deliverables including new business proposals, pitch material and ad hoc tasks
- Frequently interfaces with internal and external senior level stakeholders and assists senior colleagues who specialize in a preferred market and/or industry with advanced aspects of the deal process
- Conducts in-depth, targeted market research leveraging advanced market awareness, contacts and an in-depth understanding of the competitive environment to identify and target potential business opportunities
- Support varied business development projects such as product launches, marketing initiatives, go to market strategies, market research and intelligence
- Assist with pipeline management processes and aligning a broad set of stakeholders to progressing sales opportunities
- Liaise with portfolio management, operational, marketing and consulting teams to deliver high quality sales collateral
- Explore data analytics to boost win rates
- Champion Mercer’s investment and implementation capabilities through internal and external sales content dissemination and promotion
What you need to have:
- At least 2 years of investment/asset management experience
- Motivation to learn and succeed in a business development orientated role
- Proven ability to manage multiple projects, stakeholders, and deliverables simultaneously
- Creative thinker with high standards for output
- High level of proficiency in all MS Office tools such as Word, Excel, PowerPoint etc.
What makes you stand out?
- Understanding of institutional investment landscape and sales process
- An ability to be intellectually agile seeing problems and opportunities in their simplest state
- Experience in business development and preparing business proposals for presentation
- CFA and Actuarial candidates make outstanding candidates
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 more than 25,000 employees are based in 44 countries and the firm operates in over 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 76,000 colleagues and annual revenue of $17 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 https://www.mercer.com/. Follow Mercer on Twitter @Mercer.
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $80,800 to $161,500.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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