Director of Investments, Retirement Services

Marsh McLennan•Boston, MA

3d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking an energetic and 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, including 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. The employee will gain a strong foundation in all aspects of the retirement business, with opportunities for growth within the practice and company. The Director of Investments will be relied upon for insight and broad knowledge of investment markets and products. This is an opportunity for an Investment Professional who enjoys 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.
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

Direct consulting experience is preferred.
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.