Senior Investment Solutions Consultant jobs in United States
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Marsh McLennan · 4 months ago

Senior Investment Solutions Consultant

Mercer is a global leader in investment solutions and is seeking a Senior Investment Solutions Consultant to join their team. This role involves providing expert investment advice, fostering client relationships, and collaborating with internal teams to drive business growth.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

Responsibilities

Provide expert, tailored investment advice to key clients, including strategic asset allocation, portfolio construction, manager selection, and performance monitoring
Foster business growth through strong client relationships, market leadership, and new business development
Develop and maintain client service disciplines for the delegated solutions business
Collaborate effectively with internal teams such as operations, portfolio management, and other stakeholders to achieve business goals

Qualification

CFA qualificationInvestment management experienceInvestment theory knowledgeClient relationship managementBusiness developmentCommunication skillsOrganisational skillsCollaborative mindset

Required

Bachelor's or Honours degree, with CFA qualification highly regarded
7+ years of relevant experience in investment management or related fields
Advanced knowledge of investment theory and practical applications
Excellent organisational, interpersonal, verbal, and written communication skills
Ability to clearly articulate Mercer's value proposition to clients and prospects

Preferred

Proven success in driving revenue growth and business development within institutional investment environments
Experience collaborating closely with senior operations teams and portfolio management to deliver client-focused solutions
Established professional networks, including trustees, lawyers, tax accountants, and auditors
Active participation in new business pitches and bid development
Ability to thrive in a complex, multidisciplinary environment with a collaborative mindset

Benefits

Professional development opportunities
Engaging work
Inclusive leadership
A vibrant and welcoming culture
A wide range of career pathways
Benefits
Rewards designed to enhance your well-being

Company

Marsh McLennan

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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.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP & General Counsel
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Company data provided by crunchbase