Endowments and Foundations Investment Consultant
About the role
This client‑facing Investment Consulting position is part of the Investments & Retirement team within Marsh’s People and Investments business. The role is based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, or Denver and follows a hybrid model requiring at least three days per week in the office. You will work primarily with endowment and foundation clients, supporting a growth‑focused investment practice.
Responsibilities
- Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
- Leverage expertise to design, develop, deliver, and communicate investment solutions, including 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 expand the breadth of services and help advance their missions.
Requirements
- Bachelor’s degree, preferably in a field relevant to the position.
- CFA, CFP, CAIA, or an advanced degree preferred.
- 7–15 years of experience related to investment consulting.
- Proven history of excellent client service, preferably with endowment and foundation clients.
- Demonstrated ability to communicate both traditional and alternative investments to clients.
- Experience presenting complex topics to audiences with varying levels of sophistication.
- Self‑motivation and strong teamwork skills.
- Ability to manage multiple priorities in a rapidly changing environment.
- Eagerness to stay current with investment industry trends and market conditions.
- Business‑development orientation, including building client relationships, participating in sales finals, and driving expansion opportunities.
Preferred qualifications
- Experience leading relationships with complex clients.
- Growth‑oriented mindset.
- Ability and desire to manage, motivate, and mentor junior‑level colleagues.
Why join our team
Marsh offers professional development opportunities, interesting work, and supportive leaders. Our vibrant, inclusive culture enables you to collaborate with talented colleagues to create new solutions and make an impact for clients and communities. As a global leader with over $27 billion in revenue and 95,000+ colleagues, we provide a range of career opportunities, benefits, and rewards that enhance well‑being.
Pay
The applicable base salary range for this role is $122,400 to $244,800, determined by experience, skills, training, location, certifications, education, and applicable minimum‑wage requirements. In addition to base pay, the position may be eligible for performance‑based incentives.
Benefits
- Health and welfare benefits
- Tuition assistance
- 401(k) savings and other retirement programs
- Employee assistance programs