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

• 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.

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.

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.