Institutional Investments Sales Leader
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Calgary • Canada
Visit company websiteExplore more
Salary
💰 $129,000 - $214,000 per year
Job Level
About the role
- Develop and execute strategic sales plans to grow Mercer’s institutional investment business in Western Canada.
- Build and sustain strong, trusted relationships with pension plans, endowments, and other institutional investors.
- Partner with Mercer’s investment consulting and product teams to design and deliver customized investment strategies.
- Identify new business opportunities and lead efforts to expand Mercer’s client footprint.
- Represent Mercer at industry forums, enhancing our brand and thought leadership.
- Stay abreast of market trends and regulatory developments to provide clients with timely, relevant insights.
Requirements
- Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
- Demonstrated success in institutional investment sales or business development within the Canadian market.
- Deep understanding of institutional investment products, asset classes, and client needs.
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred.
Benefits
- health and welfare benefits
- tuition assistance
- retirement programs
- employee assistance programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
institutional investment salesbusiness developmentinvestment strategiesasset classesmarket trendsregulatory developments
Soft Skills
relationship buildingstrategic planningclient engagementthought leadership
Certifications
CFACAIACFP