Investment Sales Director - Healthcare
This role will be based in one of our offices in Chicago, Denver, Seattle, Phoenix, St. Louis, Minneapolis, Dallas, Atlanta, New York, Washington D.C., or Los Angeles. The sales territory for this position is the Central and Western U.S. This is a hybrid role requiring three days a week in the office when not traveling.
About the role
You will play a crucial role in driving revenue growth, developing sales strategies, and enhancing the Marsh brand within the healthcare industry. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with prospects and stakeholders.
Responsibilities
- Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the healthcare segment.
- Partner with Mercer’s Healthcare Investment team and lead RFPs and finals materials presentations.
- Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand Mercer’s client base in not-for-profit healthcare.
- Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
- Build and maintain strong relationships with key prospects and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation.
- Stay updated on industry trends, market developments, and regulatory changes affecting the not-for-profit healthcare industry, and incorporate this knowledge into sales strategies and prospect interactions.
- Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management.
- Contribute to identifying and advancing strategic growth opportunities supporting Mercer’s Healthcare practice.
- Collaborate with marketing and communications teams to develop and execute targeted marketing for nonprofit investor audiences.
- Coordinate sales activities related to RFPs and proposals, securing required internal approvals, and managing pricing inputs.
Requirements
- Bachelor's degree in finance, business administration, or a related field. A master's degree or professional certifications (e.g., CFA, CFP) are advantageous.
- Proven track record of success in sales roles with healthcare systems.
- In-depth knowledge of healthcare investment practices, including enterprise risk modeling and the use of alternatives.
- Strong understanding of governance structures, committee and staff dynamics, and procurement/selection processes used by healthcare entities.
- Excellent communication and presentation skills, with the ability to articulate complex financial concepts to prospects.
- Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives.
- Series 7 and 63 license.
Qualifications
- Significant knowledge of the healthcare industry.
- Deep alternative investments knowledge and experience implementing alternatives within investment portfolios.
- Proven ability to originate and win very large high-impact mandates with sophisticated institutional healthcare clients.
Benefits
- Professional development opportunities, interesting work, and supportive leaders.
- Vibrant and inclusive culture with talented colleagues.
- Career opportunities, benefits, and rewards to enhance well-being.
- Health and welfare benefits, tuition assistance, 401K savings, and other retirement programs.
- Employee assistance programs.
Pay
The applicable base salary range for this role is $119,000 to $237,500. 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.
Schedule
Hybrid role requiring three days a week in the office when not traveling.