Senior Investment Consultant, Insurance
MMC

Minneapolis, Minnesota

This job has expired.


Mercer Investments is seeking to hire a senior investment consultant to work with insurance clients across North America. This person will also participate in the development of Mercer's strategic direction, business development and direct client support for our insurance practice.

As the world's largest investment consultant, Mercer is seeking to strengthen its position and lead the industry in working with institutional clients of all types, including insurance companies. Mercer's insurance practice is one of the largest in the world by assets under advisement. Our team works with a broad range of insurance companies across the size and complexity spectrum within the Health, P&C, Life and Captive insurance sectors. Our continued growth has created an opportunity to add additional professionals to our team.

Location is flexible including New York, Boston, Washington, D.C., St. Louis, Chicago, Minneapolis, Seattle, San Francisco, Los Angeles.

Senior Insurance Investment Consultant, Insurance Markets

What can you expect?

  • As a senior consultant, the candidate will work directly with existing clients and develop new client relationships for Mercer.
  • Provide investment advice to insurance company clients on the determination of investment objectives, establishment of investment policy, selection of investment managers and the monitoring of investments across their various investment pools (e.g. general account, retirement, foundation, etc.).
  • Create and evaluate investment strategies and their impact for client portfolios.
  • Contribute to asset allocation, portfolio construction, and manager implementation idea generation across client portfolios.
  • Create project work plans and monitor timelines.
  • Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and services standards are met.
  • Ensure that specialist teams are involved in the provision of advice as and when appropriate.
  • Peer review reports, adding client specific information and ensuring client suitability.
  • Direct the work of employees in a project team and coach/mentor others.
  • Develop and contribute to thought pieces on current investment trends and industry best practices.
  • Support efforts to aggressively market and expand the insurance investment consulting business as well as Mercer's broader services as appropriate.

What is in it for you?
  • This role will provide to opportunity to work directly with all levels of leadership within the Mercer's Wealth team across the Global Investment Solutions, Global Business Solutions and the US & Canada Wealth Businesses.
  • The opportunity to join a growing, entrepreneurial practice and directly support our aggressive plans for growth; there will be an opportunity to meaningfully contribute to the success of our practice.
  • You will help support clients so that they can focus on the things that matter most, providing them confidence in their strategic decisions and with leading investment management services.
  • Mercer has benefits coverage starting on your first day, a generous time-off policy and retirement policy.

We will count on you to:
  • To be a leader in our Insurance Investment advisory practice
  • Serve as a Senior Consultant collaborating with insurance clients to support their investment portfolio needs
  • Be a subject matter expert in insurance investment strategy both internally and externally
  • Support the internal insurance team members growth and development

What you need to have:
  • Strong presentation and influencing skills
  • Excellent analytical skills with an ability to see and project future impacts based on data
  • Bachelor's Degree in business or economics
  • 10+ years of relevant experience
  • Superior relationship management skills

What makes you stand out?
  • Strong track record of excellent client service delivery
  • An understanding or interest in learning the intricacies of working with insurance companies on their investment portfolios, including operating implications and regulatory effects
  • Poise and enthusiasm in interacting with clients and senior leaders
  • CFA, CAIA

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 81,000 colleagues and annual revenue of $19 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 https://www.mercer.com/. Follow Mercer on Twitter @Mercer.

Marsh McLennan and its Affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

The applicable base salary range for this role is $162,000 to $324,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.


This job has expired.

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