Marsh McLennan · 14 hours ago
Wealth Management Sales Director
New York - 1166
Full-time
Hybrid
Senior Level, Lead/Staff
$119K/yr - $238K/yrMercer, a Marsh business, is seeking a Wealth Management Sales Director to join their team. This role is crucial for driving revenue growth, developing sales strategies, and ensuring exceptional client service in the wealth management division.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the wealth management division
Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base
Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation
Stay updated on industry trends, market developments, and regulatory changes affecting the wealth management industry, and incorporate this knowledge into sales strategies and client interactions
Work closely with internal teams, to ensure seamless coordination and delivery of wealth management solutions to clients
Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management
Collaborate with marketing and communications teams to develop and execute targeted marketing
Qualification
Required
Bachelor's degree in finance, business administration, or a related field
Proven track record of success in sales leadership roles within the wealth management or financial services industry
In-depth knowledge of wealth management products, investment strategies, and financial markets
Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders
Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives
Series 7 and 63 license
Preferred
A master's degree or professional certifications (e.g., CFA, CFP) are advantageous
Proven experience driving new business in the wealth management sector
Alternative investments experience and knowledge
Benefits
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan
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
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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