Texas Wealth Practice Growth Leader

Marsh McLennan•Houston, TX

9d•Hybrid

About The Position

We are seeking a talented individual to join our Wealth Practice team at Mercer. This role will be based in Houston or Dallas, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Wealth Practice Growth Leader, you will be responsible for leading and driving practice revenue growth and achieving sales targets within your geography. You will own the sales pipeline by growing its size and maturity, leading proposals, and converting opportunities into revenue. Managing key client relationships and leading high-value engagements will be critical to ensure consistently strategic, high-quality consulting delivery that supports client retention. We will count on you to: Drive practice revenue growth and achieve sales targets within your geography Own the sales pipeline: grow pipeline size and maturity, lead proposals, and convert opportunities into revenue Manage key client relationships and lead high-value engagements, ensuring strategic, high-quality consulting delivery that supports client retention Act as a client-facing investment consultant, advising clients’ staff, investment committees, and boards on investment strategy, governance, portfolio construction, performance, and risk Execute go-to-market and long-term business strategies that expand market presence and service offerings Represent Mercer through thought leadership, publications, and industry events to elevate the practice Oversee business growth initiatives and operations for the practice, including pipeline management, accounts receivable, profitability, and client retention Partner with the Consulting Team Leader (CTL), Client Office, and other practices to optimize staffing, capacity, and cross-sell/referral opportunities Build an engaged, inclusive team culture; recruit, develop, and retain talent aligned to the firm’s long-term vision What you need to have: Relevant investment consulting or institutional investment experience across industries (15+ years) Proven track record of driving sales and revenue growth in consulting or professional services, including P&L or NOI contribution Strong client relationship experience at senior levels (including C-suite), with demonstrated success winning and retaining large engagements Experience leading business development, managing pipelines, and producing compelling proposals Financial and operational acumen, including budgeting, staffing, and profitability management Excellent leadership, communication, and stakeholder management skills; ability to partner across functions What makes you stand out: Demonstrated history of building and scaling a practice or business line within a geography Recognized thought leader with publications, speaking engagements, or industry presence Strong internal and external network that generates cross-sell and referral opportunities Track record of developing high-performing, future-ready teams and delivering measurable retention and profitability results Comfort operating in matrixed environments and driving change across multiple stakeholders Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected]. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. Click here to return to the Marsh Careers Site Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.

Requirements

Relevant investment consulting or institutional investment experience across industries (15+ years)
Proven track record of driving sales and revenue growth in consulting or professional services, including P&L or NOI contribution
Strong client relationship experience at senior levels (including C-suite), with demonstrated success winning and retaining large engagements
Experience leading business development, managing pipelines, and producing compelling proposals
Financial and operational acumen, including budgeting, staffing, and profitability management
Excellent leadership, communication, and stakeholder management skills; ability to partner across functions

Nice To Haves

Demonstrated history of building and scaling a practice or business line within a geography
Recognized thought leader with publications, speaking engagements, or industry presence
Strong internal and external network that generates cross-sell and referral opportunities
Track record of developing high-performing, future-ready teams and delivering measurable retention and profitability results
Comfort operating in matrixed environments and driving change across multiple stakeholders

Responsibilities

Drive practice revenue growth and achieve sales targets within your geography
Own the sales pipeline: grow pipeline size and maturity, lead proposals, and convert opportunities into revenue
Manage key client relationships and lead high-value engagements, ensuring strategic, high-quality consulting delivery that supports client retention
Act as a client-facing investment consultant, advising clients’ staff, investment committees, and boards on investment strategy, governance, portfolio construction, performance, and risk
Execute go-to-market and long-term business strategies that expand market presence and service offerings
Represent Mercer through thought leadership, publications, and industry events to elevate the practice
Oversee business growth initiatives and operations for the practice, including pipeline management, accounts receivable, profitability, and client retention
Partner with the Consulting Team Leader (CTL), Client Office, and other practices to optimize staffing, capacity, and cross-sell/referral opportunities
Build an engaged, inclusive team culture; recruit, develop, and retain talent aligned to the firm’s long-term vision