As a
US Wealth Management Business Development Associate
, you will play a crucial role in supporting the Mercer Wealth sales team in delivering exceptional service to clients and driving business growth. You will be responsible for providing administrative and operational support to the wealth management sales team, as well as, play a pivotal role in identifying and pursuing new business opportunities, building relationships with potential clients, and promoting our wealth management products and services.

This is a hybrid position and will require three days in office and can be based in multiple locations.


US Wealth Management Business Development Associate



What can you expect?


In this role, you will work closely with senior sales professionals and relationship managers to drive the operational activities required to achieve sales & growth targets across Mercers Wealth Solutions

You will help to build a strategic understanding of the market and lead day to day operational processes related to client retention, expansion and new business prospecting


Whats in it for you?


Mercer is a globally recognized leader in Investment Consulting

Robust opportunities for learning, training and career growth

Mercer also offer benefits coverage starting Day 1 and a generous time-off policy


We will count on you to:


Work closely with sales and commercial leadership on all aspects of sales and business development activities

Ownership of key sales deliverables including new business proposals, pitch material and ad hoc tasks

Frequently interfaces with internal and external senior level stakeholders and assists senior colleagues who specialize in a preferred market and/or industry with advanced aspects of the deal process

Conducts in-depth, targeted market research leveraging advanced market awareness, contacts and an in-depth understanding of the competitive environment to identify and target potential business opportunities

Support varied business development projects such as product launches, marketing initiatives, go to market strategies, market research and intelligence

Assist with pipeline management processes and aligning a broad set of stakeholders to progressing sales opportunities

Liaise with portfolio management, operational, marketing and consulting teams to deliver high quality sales collateral

Explore data analytics to boost win rates

Champion Mercers investment and implementation capabilities through internal and external sales content dissemination and promotion


What you need to have:


At least 3 years of investment/asset management experience, with a portion of that experience in a sales support function.

Motivation to learn and succeed in a business development orientated role

Proven ability to manage multiple projects, stakeholders, and deliverables simultaneously

Creative thinker with high standards for output

High level of proficiency in all MS Office tools such as Word, Excel, PowerPoint etc.


What makes you stand out?


Multiple years of experience in a wealth sales support or business development role

Understanding of institutional investment landscape and sales process

An ability to be intellectually agile seeing problems and opportunities in their simplest state

Experience in business development and preparing business proposals for presentation

CFA and Actuarial candidates make outstanding candidates

Series 7 and/or 63 license.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the worlds leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit (link removed). Follow Mercer on LinkedIn and X.

Marsh McLennan 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 (e-mail removed)

Marsh McLennan 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 McLennan 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.

The applicable base salary range for this role is $63,300 to $126,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until: August 19, 2024