Endowments and Foundations Investment Consultant

About the role

We are seeking a talented individual to join our Investments & Retirement team, part of our People and Investments business at Marsh. This role will be based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, or Denver. This is a hybrid role that has a requirement of working at least three days a week in the office. This is a client-facing Investment Consulting role that will work primarily with Endowment and Foundation clients, a focus growth investment practice.

Responsibilities

• Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions. Prior experience with Endowment and Foundation clients and experience with institutional clients will also be considered.
• Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients, inclusive of alternative investments.
• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
• Mentor junior colleagues in their career development.
• Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions.

Requirements

• A bachelor's degree preferably in a field relevant to this position.
• CFA, CFP, CAIA or advanced degree preferred.
• 7–15 years of experience related to this position.
• A proven history of excellent client service, preferably with endowment and foundation clients.
• Demonstrable communication of both traditional and alternative investments to clients.
• Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments.
• Self-motivation and proven ability to work well in a team environment.
• Ability to manage multiple priorities and work in a rapidly changing and dynamic environment.
• Eagerness to learn and keep up to date with the investment industry and market conditions.
• A strong business development orientation, mainly through building and nurturing client relationships, participating in sales finals, and driving expansion opportunities.

What makes you stand out

• Experience with leading relationships with complex clients.
• Growth oriented mindset.
• Ability and desire to manage, motivate, and mentor junior-level colleagues.

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.

Pay

The applicable base salary range for this role is $122,400 to $244,800. 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.

Benefits

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.