Healthcare Investment Sales Director

Marsh McLennan

Healthcare Investment Sales Director driving Mercer’s nonprofit healthcare growth. Developing sales strategies, leading RFPs, and winning large institutional investment mandates.

Posted 8/7/2026full-timeChicago • 🇺🇸 United StatesLead💰 $119,000 - $237,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing strategic sales plans within the healthcare sector, leveraging strong communication and presentation skills to articulate complex financial concepts. Proven ability to build relationships and identify market opportunities while monitoring industry trends and regulatory changes.

Highest-signal resume keywords

Strategic Sales PlanningHealthcare Investment PracticesCommunication and Presentation SkillsSeries 7 and 63 LicenseClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Performance AnalysisPipeline ManagementEnterprise Risk ModelingAlternative Investments KnowledgeMarket Trend Analysis

Soft Skills

CollaborationRelationship BuildingStrategic Mindset

Certifications & Qualifications

Series 7 LicenseSeries 63 License

Industry Keywords

Healthcare SystemsGovernance StructuresProcurement ProcessesNonprofit HealthcareInvestment Portfolios

About the role

Key responsibilities & impact

Develop and execute strategic sales plans to achieve revenue targets and drive healthcare-segment growth
Partner with Mercer’s Healthcare team and lead RFPs and final-materials presentations
Collaborate with senior management and stakeholders to define sales strategies and identify market opportunities
Expand Mercer’s client base in not-for-profit healthcare
Build and maintain relationships with prospects and industry influencers to generate new business
Monitor healthcare industry trends, market developments, and regulatory changes and incorporate insights into sales strategies
Monitor and analyze sales performance, pipeline management, and market trends
Provide regular reports and insights to senior management
Identify and advance strategic growth opportunities for Mercer’s Healthcare practice
Collaborate with marketing and communications teams on targeted marketing for a nonprofit investor audience
Coordinate RFP and proposal sales activities, internal approvals, and pricing inputs

Requirements

What you’ll need

Bachelor's degree in finance, business administration, or a related field
Proven track record of success in sales roles with healthcare systems
In-depth knowledge of healthcare investment practices, including enterprise risk modeling and alternatives
Strong understanding of governance structures, committee and staff dynamics, and procurement/selection processes used by healthcare entities
Excellent communication and presentation skills, with ability to articulate complex financial concepts
Strategic mindset and ability to develop and execute sales strategies aligned with business objectives
Series 7 and 63 license
Significant knowledge of the healthcare industry
Deep alternative investments knowledge and experience implementing alternatives within investment portfolios
Proven ability to originate and win very large, high-impact mandates with sophisticated institutional healthcare clients

Benefits

Comp & perks

Professional development opportunities
Supportive leaders
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Flexible work environment
Performance-based incentives may be available
Competitive total rewards package