Endowments & Foundations, Investment Segment Leader

Marsh McLennan•Boston, NY

2d•$232,000 - $348,000•Hybrid

About The Position

US Endowment & Foundation Segment Leader We are seeking a talented individual to join our US Wealth Leadership team at Mercer. This role will be based in the United States. This is a hybrid role with a requirement of working at least three days per week in the office. The Endowments & Foundations (E&F) Segment Leader will play a critical role in shaping and accelerating the next phase of growth for Mercer’s E&F practice within the US Wealth business. This role will shape the strategic direction for the segment, drive strong financial performance, and expand Mercer’s presence and impact among endowments, foundations, and other mission-driven institutional investors.

Requirements

Deep understanding of E&F client needs, including governance structures, strategic asset allocation, and the use of alternative investments in long-term portfolios of endowments and foundations
Ability to lead complex dialog with Chief Investment Officers, Investment Committees and Boards of Endowments and Foundations
Proven ability to develop a robust multi-year strategy including market analysis, competitive analysis, proposition development, financial modeling, and resourcing
Experience developing and executing commercial business plans that translate into measurable financial results
Ability to identify and act on client trends, risks and opportunities that inform client solutions, business solutions or both

Nice To Haves

15+ years of experience advising on or overseeing endowment and foundation portfolios with significant allocations to alternative investments
Demonstrated ability to scale or transform a business focused on non-profit investors
Presence and leadership in dynamic settings, internally and externally
Strong commercial acumen combined with strategic and operational leadership skills
Proven track record of building and leading high-performing teams and fostering collaboration across multiple stakeholders within a matrixed organization

Responsibilities

Achieve financial results, including revenue, profit, and sales for the E&F segment
Serve as the commercial leader responsible for day-to-day business decisions and execution of segment strategic and tactical priorities
In partnership with key segment and commercial leaders, set and execute the strategic direction including segmentation, value proposition, and competitive positioning
Manage direct reports and influence key partners in sales, local offices and other segments
Develop and manage talent within the segment
Support broader US Investments leadership objectives and collaborate with Non-Profit segment leaders globally
Drive cross-Marsh collaboration to unlock additional opportunities
Identify opportunities to expand Mercer’s services and solutions to meet the evolving needs of E&F institutional investors.
Maintain strong industry expertise to guide solution development and ensure Mercer continues to deliver high-quality services to E&F clients.