Wealth Office Practice Leader
4 weeks ago
Description:
Mercer’s Wealth practice is looking for an Office Practice Leader to lead our Toronto practice
What can you expect?
You’ll contribute to the ongoing success of a leading consulting and investment firm with deep expertise in retirement and investments. You’ll join a dynamic, collaborative and inclusive culture with experienced, approachable leaders and colleagues who value working together and supporting one another. You will lead, manage, and oversee the Wealth line of business in the local office. You’ll be responsible for implementing a strategy to sell and deliver Mercer consulting services to the local marketplace. You will be responsible for generating revenue through the acquisition of new clients, retaining and expanding current client relationships and managing large scale client projects by developing and implementing effective, accurate, and timely employee human resources strategies, work plans, and materials.What’s in it for you?
The opportunity to not only work with some of the smartest and most energetic people in the industry but also to partner with some of the largest asset owners in Canada Ability to rely on a support structure including project managers, analysts and consultants which will allow you to exclusively focus on client needs The stability of working for a world leader in our field, but with a commitment to innovation that means you’ll never be bored. A “client first” culture where our suggested advice and solutions are only prioritized based on client needs A huge variety of virtual learning and development resources to support your personal and professional growth. A dynamic, collaborative and inclusive culture, where diversity is embraced – and you are celebrated and appreciated for who you are. Competitive rewards supporting your financial wellbeing, including compensation, retirement savings, stock purchase plan, and more. Offerings geared at your overall wellness, including comprehensive medical, dental, vision, and fitness benefits, as well as life insurance and child and elder care programs.
We will count on you to:
Be the “face” representing all Wealth segments in local office – internally and externally – in order to:Grow Wealth revenue profitablyEnsure client retention and expansion opportunitiesEngage the local Wealth team Lead, manage, and oversee the line of business in the market; implement national business strategy and market business plans; manage local office business financials and contribute to market financials by monitoring revenue growth profitability, capacity utilization, conversion and recovery for the local line of business; work with National Practice Leader (NPL) to implement staffing strategy and lead local recruiting efforts Generate revenue through acquisition of new clients, cross selling to current clients and extension of current client engagements to new activities including conducting face to face meetings with potential clients (prospects); understanding all available products within the business and proactively reaching out to provide targeted information on how Mercer offerings will benefit specific client’s needs; draft and edit materials for meeting preparation and RFP responses Manage large-scale project teams to deliver quality results to clients; develop and monitor budgets and deadlines; oversee staff, delegate, and peer review all client work; interact with clients on a regular basis by leading client meetings, answering questions, overseeing edits or changes, and providing requested materials; and clarify and resolve unique and difficult issues related to client deliverables; and apply advanced professional and or technical expertise to client projects Work with local Office Leader (OL) and NPL on strategy and direction of business; participate as an active member of the local office leadership group delivering advice and consultation on line of business related issues and strategy; update National Practice Leader of local office issues and status and escalate issues as needed Work closely with the National Consulting Team Leaders (NCTL) on activities around colleague engagement, development and the year-end review process for colleagues in the region. Supervise five or more employees as direct reports with full oversight for people management including, providing coaching and mentorship, managing performance, managing compensation and the year-end review process, colleague engagement, career development discussions, and ongoing learning and development opportunities.What qualifications are necessary to have for the role?
Bachelor’s degree required; Master's degree preferred Min 15+ years experience in a consulting environment with proven ability to generate revenue by acquiring new clients and experience managing and developing a team of professionals Strong sales and marketing skills plus the ability to market communication strengths successfully Excellent organizational, project management and leadership skills-
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