Senior Investment Consultant

About the role

We are seeking a talented individual to join our Wealth at Mercer, a Marsh business. This role will be based in Denver, Irvine, Los Angeles, Phoenix, San Francisco or Seattle. This is a hybrid role that has a requirement of working at least three days a week in the office.

Responsibilities

• Advises institutional clients—both defined benefit and defined contribution—on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations.
• Presents capital markets and performance updates to executive committees and stakeholders.
• Buils portfolio recommendations for large and jumbo clients.
• Analyzes participant demographics and investment menu structure.
• Manages project plans, timelines, and budgets.
• Drives business development by expanding existing relationships and cultivating new clients.

Requirements

• Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and services standards are met.
• Maintain and expand client relationships.
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
• 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.
• Drive business development by expanding existing relationships and cultivating new clients.
• Manage project plans, timelines, and budgets.

Qualifications

• Bachelor's degree required.
• At least 8 years' of related investment industry experience.
• Deep understanding of investments and retirement plans, including 401k, Defined Contribution and pension plans.
• Experience with total portfolio management.
• Experience responding to Requests for Proposal.
• Experience creating and delivering presentations.
• High level of proficiency in Microsoft Office, particularly PowerPoint and Excel.
• Excellent organizational, interpersonal, verbal and written communication skills.

Skills

• Having CFA, CIMA, CAIA or MBA.
• Strong, demonstrated interest in capital markets and portfolio construction (not security selection), including the calculation and interpretation of standard risk/return metrics.
• Strong, demonstrated interest in being client-facing and communicating technical (not necessarily financial) information concisely to clients.

Benefits

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 an impact on 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.

Schedule

All Marsh 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.