Distribution and Partnerships Lead, Wealth Management

Company:

Mercer

Description:

About the team:

Mercer Investment Solutions is Mercer’s investment management arm which manages in excess of US$700bn globally. The European business was established in 2006 and currently manages assets in excess of €250bn.

The business has experienced significant growth over the last number of years and with a strong pipeline of activity, this looks set to continue for the foreseeable future. This growth has involved expansion into client segments including insurance and wealth management as well as the traditional pensions market.

As such, there is now an opportunity to join the European Investment team to support the growth efforts in Europe.

What can you expect:

Reporting to the Commercial Leader for Wealth Management, this candidate will have a key role in driving AuM and revenue growth across Europe. This will include.

• Working with sales and country leaders to identify opportunities and relevant targets across Private Banks, Wealth Managers, Multi Family Offices and other Financial Intermediaries

• Lead the development and growth of relationships across public and private markets

• Develop strategic partnerships with a view to expanding existing distribution relationships

• Work closely with our investment and proposition teams to ensure that the offering for Wealth Management is competitive and compelling

What you will be rewarded with:

Our employees enjoy excellent benefits such as:

• Competitive salary with annual review

• Up to 12% pension contribution

• Full healthcare cover

• Study Support

• Flexitime or flexistart

• Flexible working/potential to work from home

• Sports & Social clubs/Wellness Programme

• Paid annual leave and ability to purchase additional leave days

• Travel ticket/bike to work/dental are optional

• Subsidised canteen

• 35 hour working week

We will rely on you to:

• Build relationships, generate leads and support pipeline management across Europe with Wealth Managers and other Financial Intermediaries

• Lead the commercial sale by working with internal resources and stakeholders to maximize opportunities across public and private markets

• Expand relationships with existing clients and strategic partners

• Raise awareness and generate opportunities for Mercer’s investment capabilities within Wealth Management / Financial intermediaries’ space through participating at external events

• Collaborate effectively across the Marsh McLennan organisation, representing the investments business in discussion with colleagues across Marsh Risk and Oliver Wyman

• Any other ad-hoc projects/duties and business development focused activity as required.

What you need to have:

• Experience of leading relationships and ideally sales with Private Banks / WMs

• Thorough understanding of the institutional investment landscape and Investment solutions

• Thorough understanding of both public and private markets

• Outstanding communication, presentation and interpersonal skills

• The ability to build strong collaborative working relationships across multiple jurisdictions and influence (internally and externally)

• Highly disciplined, proactive, with a results driven focus

• Degree educated and further industry qualifications (IMC, CFA, etc.) would be advantageous

Sounds interesting?
We look forward to receiving your application using our online application form.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. 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.