Director of Investments, Retirement Services
About The Position
Marsh McLennan Agency (MMA) is seeking an energetic, positive individual to join the Northeast Retirement & Wealth Team as the Director of Investments. This role reports to the President of Retirement & Wealth and works closely with the National Chief Investment Officer. The position is responsible for developing and delivering solutions for institutional clients, such as plan sponsors and trustees of defined-contribution retirement plans, pension funds, and other institutional asset pools. The Director, Investment Consulting will collect and analyze data from Investment Managers and third-party record keepers, perform analysis to develop recommendations, and generate/present quarterly reports to clients. This role supports sales and service teams in retaining clients and securing new retirement business, providing a strong foundation in all aspects of the retirement business for career growth. The Director of Investments will be relied upon for insight and broad knowledge of investment markets and products, in a fast-paced, collaborative culture.
Requirements
- 5-7 years of industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration.
- Direct consulting experience is preferred.
- Excellent communication skills, including advanced writing and presentation skills
- FINRA Series 65 or 66 licensure required within 120 days of being hired.
- Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
- Comfortable presenting in group environment, both in person and virtually
- Ability to effectively prioritize tasks and manage projects amidst competing deadlines
- Excellent organizational skills with a strong attention to detail
- Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
Nice To Haves
- Certified Financial Analyst or similar designation preferred
- Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data.
- Knowledge of Zoom, Webinar, and video conferencing skills
- Bachelor’s Degree
Responsibilities
- Collect and analyze investment data, formulate recommendations, generate accurate and timely investment-related materials, and present to internal and external audiences
- Participate in client meetings, communicating information about the markets and specific investments within the plan
- Critically analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on investment performance each quarter and produce accurate and detailed client reports through analysis of client-specific investment data in support of their consulting colleagues
- Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting.
- Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner
- Play an important role in investment manager searches, mutual fund selection, asset allocation studies and other investment-related activities
- Assist the project team in organizing and validating data in Excel and other database software to be used for various projects
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Director
