Institutional Investments Sales Leader

Mercer•Montreal, QC

5d•Hybrid

About The Position

As Mercer’s Institutional Investments Sales Leader for Eastern Canada, you will play a pivotal role in advancing our market presence by delivering innovative investment solutions tailored to the unique needs of institutional clients. You will lead client engagement efforts, foster trusted advisor relationships, and collaborate closely with Mercer’s investment consulting teams to drive growth and deepen client impact across the region.

Requirements

Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
Demonstrated success in institutional investment sales or business development within the Canadian market.
Deep understanding of institutional investment products, asset classes, and client needs.
Exceptional communication and relationship-building skills with the ability to influence senior stakeholders.
Collaborative mindset with a passion for delivering client-centric solutions.
Self-driven, strategic thinker with a strong track record of achieving sales targets.
Excellent communication and presentation skills in French and English, as the position requires regular interaction with clients outside of Quebec, as well as collaboration with other members of the Mercer team outside of Canada.

Nice To Haves

Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred
Proven ability to manage complex sales cycles and close large institutional mandates.
Strong knowledge of Canadian pension plans, endowments, foundations, and regulatory environment.
Excellent presentation, negotiation, and interpersonal skills.
Willingness to travel within Eastern Canada as required.
Proficiency with CRM tools and Microsoft Office suite.

Responsibilities

Develop and execute strategic sales plans to grow Mercer’s institutional investment business in Eastern Canada.
Build and sustain strong, trusted relationships with pension plans, endowments, and other institutional investors.
Partner with Mercer’s investment consulting and product teams to design and deliver customized investment strategies.
Identify new business opportunities and lead efforts to expand Mercer’s client footprint.
Represent Mercer at industry forums, enhancing our brand and thought leadership.
Stay abreast of market trends and regulatory developments to provide clients with timely, relevant insights.
Thrive and be motivated by an environment that embraces AI and technology-enabled tools.