Senior Client Manager - Investment Solutions jobs in United States
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Marsh McLennan · 1 month ago

Senior Client Manager - Investment Solutions

Mercer is a global leader in investment solutions, and they are seeking a Senior Client Manager to support their investment solutions client base across multiple regions. The successful candidate will work closely with Client Directors, managing stakeholder relationships and ensuring a first-class customer experience.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Develop in-depth knowledge of Mercer’s delegated fund structures and solutions in order to explain and communicate to colleagues and clients
Support the development of Mercer’s overall client-service delivery across the entire Investment Solutions client base, ensuring a first-class customer experience in a scalable way
Collaborate directly with some of Mercer’s largest Investment Solutions clients, managing multiple stakeholder relationships to ensure clear and timely communication between investment managers, internal Mercer teams, and clients
Support Mercer colleagues/consultants on a variety of topics including performance analysis, strategic asset allocation advice, economic commentaries and PowerPoint presentations
Provide support to the Client Director at client meetings
Liaise with wider operational, portfolio management and consulting teams across Mercer, including management of a wide range of projects as they arise
Deliver investment output & documentation within critical timelines
Train and develop junior colleagues

Qualification

Asset management experienceInvestment consulting experienceInvestment marketsCFAEquivalent qualificationRelationship managementIT skillsAttention to detailCommunication skillsTeam player

Required

8+ years experience in asset management or investment consulting
Energy, proactivity and desire to see things done efficiently
Ability to communicate complex issues in a simple and coherent manner
Ability to build and maintain strong relationships with stakeholders
Ability to lead regular internal meetings and oversee communication channels to maintain responsiveness and collaboration
Attention to detail
Relationship management / consulting experience
Knowledge and experience of investment markets across a range of assets
Would suit a near-qualified Actuary or CFA holder / equivalent qualification
Strong IT skills (PowerPoint, Excel, Word)

Preferred

Energy, proactivity and desire to see things done efficiently
Team player
Ability to communicate complex issues in a simple and coherent manner
Attention to detail
Strong engagement and influencing skills to collaborate with colleagues at all levels of the organisation
Previous experience working with large / important clients for your existing organisation

Benefits

Professional development opportunities
Vibrant and inclusive culture
Collaborate with talented colleagues
Range of career opportunities

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.

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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