Work closely with senior sales professionals and relationship managers to drive operational activities that achieve sales and growth targets across Mercer’s Wealth Solutions
Build a strategic understanding of the market and lead day-to-day operational processes related to client retention, expansion, and new business prospecting
Collaborate with sales and commercial leadership on all aspects of sales and business development activities
Own key sales deliverables including new business proposals, pitch materials, and ad hoc tasks
Interface frequently with internal and external senior-level stakeholders and assist senior colleagues specializing in preferred markets or industries during advanced deal processes
Conduct in-depth, targeted market research using advanced market awareness and competitive insights to identify and target potential business opportunities
Support business development projects such as product launches, marketing initiatives, go-to-market strategies, and market intelligence
Assist with pipeline management and align stakeholders to progress sales opportunities
Liaise with portfolio management, operational, marketing, and consulting teams to deliver high-quality sales collateral
Champion Mercer’s investment and implementation capabilities through internal and external sales content dissemination and promotion
Requirements
At least 3 years of investment/asset management experience, including sales support
Strong motivation to learn and succeed in a business development-oriented role
Proven ability to manage multiple projects, stakeholders, and deliverables simultaneously
Creative thinker with high standards for output
High proficiency in MS Office tools such as Word, Excel, and PowerPoint
Understanding of the institutional investment landscape and sales process
Experience preparing business proposals for presentation
Benefits
health and welfare benefits
tuition assistance
401K savings and other retirement programs
employee assistance programs
professional development opportunities
interesting work and supportive leaders
Applicant Tracking System Keywords
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