Director of Investments – Retirement Services

Marsh McLennan

Director of Investments managing retirement services for institutional clients at Marsh McLennan Agency. Collaborating on investment strategies and data analysis to enhance client outcomes.

Posted 5/27/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesLead💰 $117,300 - $218,500 per yearWebsite

About the role

Key responsibilities & impact

Collect and analyze investment data, formulate recommendations, generate accurate and timely investment-related materials, and present to internal and external audiences
Participate in client meetings, communicating information about the markets and specific investments within the plan
Critically analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on investment performance each quarter and produce accurate and detailed client reports through analysis of client-specific investment data in support of their consulting colleagues
Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner
Play an important role in investment manager searches, mutual fund selection, asset allocation studies and other investment-related activities
Assist the project team in organizing and validating data in Excel and other database software to be used for various projects

Requirements

What you’ll need

5-7 years of industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration.
Direct consulting experience is preferred.
Excellent communication skills, including advanced writing and presentation skills
FINRA Series 65 or 66 licensure required within 120 days of being hired.
Certified Financial Analyst or similar designation preferred
Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
Comfortable presenting in group environment, both in person and virtually
Ability to effectively prioritize tasks and manage projects amidst competing deadlines
Excellent organizational skills with a strong attention to detail
Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment analysisdata analysisportfolio evaluationretirement plan designretirement plan administrationExceldatabase softwareinvestment performance evaluationmutual fund selectionasset allocation studies

Soft Skills

communication skillspresentation skillscritical thinkingorganizational skillsattention to detailproject managementability to prioritize taskscollaborationintegrityaccountability

Certifications

FINRA Series 65FINRA Series 66Certified Financial Analyst