Endowments and Foundations Investment Consultant
About The Position
Mercer is seeking an individual to join the Investments & Retirement team within Marsh’s People and Investments business. This client-facing Investment Consulting role primarily serves endowment and foundation clients and supports the growth of the investment practice. The role is hybrid and based in one of the following cities: Seattle, Portland, San Francisco, Los Angeles, Phoenix, Chicago, St. Louis, Dallas, Atlanta, Boston, Denver, or New York. It requires working in the office or onsite with clients at least three days per week. The consultant advises clients’ staff, investment committees, and boards; develops and communicates investment solutions, including alternative investments; collaborates with internal investment and consulting teams; mentors junior colleagues; and helps expand client relationships and services. The position calls for 7–15 years of relevant experience, strong client-service and communication abilities, and an orientation toward business development.
Requirements
- Bachelor’s degree, preferably in a field relevant to the position.
- 7–15 years of experience related to the position.
- A proven history of excellent client service, preferably with endowment and foundation clients.
- Ability to communicate both traditional and alternative investments to clients.
- Experience presenting complex topics to clients with varying levels of sophistication across traditional and alternative investments.
- Self-motivation and ability to work well in a team environment.
- Ability to manage multiple priorities in a rapidly changing and dynamic environment.
- Eagerness to learn and stay current with the investment industry and market conditions.
- Strong business development orientation, including building and nurturing client relationships, participating in sales finals, and driving expansion opportunities.
Nice To Haves
- CFA, CFP, CAIA, or an advanced degree.
- Prior experience with endowment and foundation clients; institutional client experience will also be considered.
- Experience leading relationships with complex clients.
- Growth-oriented mindset.
- Ability and desire to manage, motivate, and mentor junior-level colleagues.
Responsibilities
- Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
- Design, develop, deliver, and communicate investment solutions for clients, including alternative investments.
- Collaborate with internal teams on investment strategy, portfolio management, research, marketing, sales, and the consulting practice.
- Mentor junior colleagues in their career development.
- Engage with clients and prospective clients to grow the breadth of services delivered and help advance their missions.
- Build and nurture client relationships, participate in sales finals, and drive expansion opportunities.
Benefits
- Professional development opportunities.
- Health and welfare benefits.
- Tuition assistance.
- 401K savings and other retirement programs.
- Employee assistance programs.
- The position may be eligible for performance-based incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
