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Director - Institutional Investment Sales

2 weeks ago

Montreal, Quebec, Canada Mercer Full time $150,000 - $200,000

We are seeking a talented individual to join our Institutional Investment Sales team at Mercer. This role will be based in Toronto or Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.

As the Director - Institutional Investment Sales, you will leverage Mercer's position as the #1 investment consulting firm to back your sales acumen. Working alongside a world-class team of consultants, you will develop sales strategies to help employers address challenges related to retirement and wealth accumulation vehicles they sponsor. You will be knowledgeable regarding the full spectrum of Mercer Canada's Wealth business—from investments to actuarial to risk management solutions.

We will count on you to:

  • Articulate your sales funnel, including how you identify, research, profile, and prospect accounts
  • Discuss your cold calling techniques, meeting conversions, and closing ratios with examples of engaging key decision makers
  • Illustrate your process of managing prospects through long sales cycles and building client relationships through industry knowledge
  • Establish trusted advisor status before the sale and build internal relationships to marshal the right people and resources to close deals
  • Share thought leadership on major industry challenges and opportunities and how to address these issues
  • Discuss risk mitigation strategies for Defined Contribution plans, including litigation, fees, and other risk analyses
  • Highlight experience mitigating risk in Defined Benefit plans through asset allocation, liability exposures, and actuarial analysis

What you need to have:

  • Strong sales acumen with experience in identifying and managing client relationships in institutional investment sales
  • Knowledge of investment market strategies and risk mitigation in retirement and wealth accumulation vehicles
  • Bilingual proficiency in French and English is required

What makes you stand out:

  • Demonstrated ability to establish trusted advisor status and build strong internal and client relationships
  • Proven thought leadership in addressing industry challenges and opportunities
  • Experience working with a variety of institutional investment clients

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

The applicable base salary range for this role is $150,000 to $200,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.

Marsh McLennan is committed to embracing 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. In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual's particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

Marsh McLennan 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 McLennan 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.

The applicable base salary range for this role is $129,000 to $214,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, retirement programs as well as employee assistance programs.