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Marsh McLennan · 3 months ago

Head of Clients, US Investment Solutions

Boston - High St

Full-time

Hybrid

Senior Level, Lead/Staff

$232K/yr - $348K/yr

15+ years exp

Mercer is a global leader in investment solutions, and they are seeking an experienced Head of Clients for their US Investment Solutions team. This role is crucial for developing client engagement strategies to support business growth and enhance client retention.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Lead the development and execution of a comprehensive US investment solutions client support strategy aligned with Mercer’s long-term growth objectives

Design, implement, and oversee client retention strategies, including ‘at risk’ client monitoring and loss budget management

Develop toolkits and resources that empower consultants and lead relationship managers to effectively communicate Mercer’s client value proposition throughout the investment journey

Continuously enhance the client experience across all touchpoints—from onboarding to reporting and digital engagement

Ensure delivery of appropriate service levels that provide measurable client value while maintaining profitability

Act as a central connector within the US investment business to integrate Mercer’s best ideas and services, supporting profitable growth and client retention

Standardize processes and deliverables to ensure consistency, efficiency, and quality in client service

Amplify key investment messages, including best ideas, platform updates, and reference portfolios, collaborating with relevant stakeholders on content and communication strategies

Collaborate with stakeholders to define and refine messaging frameworks, identify gaps, and develop additional content to support client discussions

Serve as a conduit between the US business and global research teams to influence the global research agenda and ensure alignment with US market needs

Participate as a member of the global Investment Policy Committee and represent US interests on various investment committees and the US Event Response Team

Strengthen feedback loops to circulate innovative ideas and enhance Mercer’s market position

Lead, develop, and inspire a high-performing team, fostering individual achievement, career growth, and supporting diversity and inclusion initiatives

Qualification

Client managementSales experienceLeadership skillsStrategic thinkingCommunication skillsTeam developmentActive listeningCollaboration

Required

Minimum 15+ years of industry experience with a strong background in client management, sales, or benefits

Proven experience managing client relationships, including setting and managing client expectations

Exceptional active listening skills, sensitivity to diverse audiences, and strong follow-up capabilities

Demonstrated leadership skills with experience developing and managing high-performing teams

Strong strategic thinking and communication skills, with the ability to influence at all organizational levels

Experience working collaboratively across multiple stakeholders and functions

Benefits

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Marsh McLennan

Glassdoor4.0

Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Founded in 1871

New York, New York, USA

10001+ employees