Wealth Management Segment Leader

Mercer • Phoenix, AZ

5d • $232,000 - $348,000 • Hybrid

About The Position

We are seeking a talented individual to join our US Wealth Leadership team at Mercer. This role will be based in the US. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Wealth Management Segment Leader in the U.S. is a critical business role responsible for developing and leading the next stage of growth for Wealth Management at Mercer. This role involves setting strategic direction, achieving financial results, and serving as the commercial leader and face of the business both internally and externally.
We will count on you to:
Achieve financial results including revenue, profit, and sales for the Wealth Management segment
Serve as the commercial leader responsible for day-to-day business decisions and execution of segment strategic and tactical priorities
Set 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 Wealth Management Segment Leaders in other regions, including the Global Leader for Wealth Management
Drive cross-Marsh collaboration to unlock additional opportunities
Lead product design and development, model portfolios, private market solutions, and strategic partnerships on both branded and "white-label" bases

Requirements

• Deep understanding and experience navigating the rapid evolution of product and distribution in U.S. Wealth Management, especially in alternative investments, model portfolios, and RIA aggregators
• Proven ability to develop a robust multi-year strategy including market analysis, competitive analysis, proposition development, financial modeling, and resourcing
• Experience designing and negotiating strategic partnerships that favor and protect Mercer
• Track record of executing and implementing strategic partnerships balancing business urgency with risk
• Proven product development and management experience, including navigating complex needs of SEC regulated products
• Ability to design, build, hire, and manage a "wholesale" force and related infrastructure to generate demand for Mercer’s products and solutions
• Experience directing and executing related technology, marketing, and collateral support
• Ability to identify and elevate potential inorganic growth opportunities in the segment

Nice To Haves

• Demonstrated success in leading growth initiatives in Wealth Management segments
• Strong commercial acumen combined with strategic and operational leadership skills
• Ability to build and lead high-performing teams and foster collaboration across multiple stakeholders

Responsibilities

• Achieve financial results including revenue, profit, and sales for the Wealth Management segment
• Serve as the commercial leader responsible for day-to-day business decisions and execution of segment strategic and tactical priorities
• Set 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 Wealth Management Segment Leaders in other regions, including the Global Leader for Wealth Management
• Drive cross-Marsh collaboration to unlock additional opportunities
• Lead product design and development, model portfolios, private market solutions, and strategic partnerships on both branded and "white-label" bases

Benefits

• 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.
• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs
• employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed