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Director - Institutional Investment Sales
55 minutes ago
Director - Institutional Investment Sales We are seeking a talented individual to join our Institutional Investment Sales team at Mercer located in Toronto or Montreal. This hybrid role requires 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. You will work alongside a world‑class team of consultants to develop sales strategies that help employers address challenges related to retirement and wealth accumulation vehicles they sponsor. You should be knowledgeable about the full spectrum of Mercer Canada’s Wealth business—from investments to actuarial to risk management solutions. Responsibilities 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. Qualifications 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. Preferred Qualifications 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. Benefits Professional development opportunities, interesting work and supportive leaders. A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. A breadth of career opportunities and benefits to enhance your well‑being. 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 colleagues are expected to be in their local office or working onsite with clients at least three days per week. #J-18808-Ljbffr
