Investment Sales Director - Large Asset Owner
Investment Sales Director - Large Asset Owner

Investment Sales Director - Large Asset Owner

Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive strategic sales initiatives for large asset owners and build trusted relationships.
  • Company: Join Mercer, a global leader in investment solutions and professional development.
  • Benefits: Enjoy a vibrant culture, career growth opportunities, and flexible hybrid work.
  • Why this job: Make an impact in the investment world while collaborating with talented colleagues.
  • Qualifications: Proven investment sales experience and excellent relationship management skills required.
  • Other info: Diverse and inclusive workplace committed to your well-being and success.

The predicted salary is between 36000 - 60000 Β£ per year.

Mercer is seeking an Investment Sales Director who will be responsible for developing and executing strategic sales initiatives aimed at large, sophisticated asset owners across the UK. This role involves identifying commercial opportunities, mapping decision-makers, building trusted relationships through a consultative approach, and working collaboratively across Mercer and Marsh McLennan (MMC) to deliver tailored investment solutions and incremental revenue to the firm.

We will count on you to:

  • Identify and develop new business opportunities within large asset owner organizations, primarily pension funds but also potential for select endowments, foundations, insurers and wealth manager targets.
  • Engage multiple external stakeholders, including in-house investment teams, senior executives (Treasurers, CFOs, CIOs), independent trustees, and third-party evaluators.
  • Lead and coordinate cross-functional efforts within Mercer and MMC to deliver comprehensive, tailored investment solutions. This includes a contribution to and engagement with our Global Investment Partners Group (GIPG) initiative.
  • Manage the entire sales cycle from prospecting through to closing, maintaining long-term relationships and ensuring a high level of client satisfaction. The sales process is complex and long-term, often spanning 18-24 months or more, requiring persistence, strategic engagement, and multi-stakeholder management.
  • Develop and execute strategic account plans to deepen relationships and expand Mercer’s footprint within target organisations.
  • Provide insights and thought leadership on market trends, regulatory changes, and investment innovations relevant to large asset owners.
  • Collaborate with internal teams to prepare compelling proposals, presentations, and RFP responses.
  • Maintain a robust pipeline of prospects and track progress using CRM tools and internal reporting systems.
  • Represent Mercer at industry events, conferences, and client meetings to enhance brand visibility and credibility.

What you need to have:

  • Proven track record of successful investment sales or business development within the UK institutional investment market.
  • Excellent relationship management and stakeholder engagement skills, with the ability to navigate complex decision-making processes.
  • Demonstrated ability to manage long-term sales cycles and multiple touchpoints effectively.
  • Exceptional communication, presentation, and negotiation skills.
  • Ability to work collaboratively across teams and functions in a matrixed organisation.
  • Degree qualified; professional qualifications (e.g., CFA, CAIA) are a plus.

What makes you stand out:

  • Deep understanding of pension schemes.
  • Knowledge of endowments, foundations and other large asset owners is a plus.
  • Strong network of contacts within the UK asset owner community is highly desirable.

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.

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.

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, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.

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.

Investment Sales Director - Large Asset Owner employer: CFA Institute

Mercer is an exceptional employer that prioritises professional development and fosters a vibrant, inclusive culture where talented individuals can thrive. With a strong commitment to employee well-being and a collaborative work environment, Mercer offers unique opportunities for growth within the large asset owner sector, making it an ideal place for those seeking meaningful and impactful careers in investment sales.
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Contact Detail:

CFA Institute Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Investment Sales Director - Large Asset Owner

✨Tip Number 1

Network like a pro! Get out there and connect with industry folks at events, conferences, or even on LinkedIn. Building relationships is key, especially when you're targeting large asset owners.

✨Tip Number 2

Be persistent! The sales cycle can be long, so don’t get discouraged if things take time. Keep following up and nurturing those leads; it’s all about maintaining those connections.

✨Tip Number 3

Show your expertise! Share insights on market trends and investment innovations during conversations. This not only builds trust but also positions you as a thought leader in the field.

✨Tip Number 4

Apply through our website! We want to see your application and help you land that dream job. Plus, it’s a great way to show your enthusiasm for joining our team at Mercer.

We think you need these skills to ace Investment Sales Director - Large Asset Owner

Investment Sales
Business Development
Relationship Management
Stakeholder Engagement
Sales Cycle Management
Communication Skills
Presentation Skills
Negotiation Skills
Collaborative Working
Market Trend Analysis
CRM Tools Proficiency
Networking within Asset Owner Community
Understanding of Pension Schemes
Knowledge of Endowments and Foundations
Strategic Account Planning

Some tips for your application 🫑

Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in investment sales, especially within the UK institutional market. We want to see how your skills align with our needs, so don’t hold back on showcasing your relevant achievements!

Showcase Relationship Management Skills: Since this role is all about building trusted relationships, give us examples of how you've successfully engaged with stakeholders in the past. We love seeing your ability to navigate complex decision-making processes, so share those stories!

Highlight Your Strategic Thinking: We’re looking for someone who can develop and execute strategic account plans. In your application, mention any experiences where you’ve identified new business opportunities or contributed to long-term sales cycles. Show us your strategic mindset!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it’s super easy to do!

How to prepare for a job interview at CFA Institute

✨Know Your Market

Before the interview, dive deep into the UK institutional investment market. Familiarise yourself with current trends, regulatory changes, and key players in the sector. This knowledge will not only impress your interviewers but also help you engage in meaningful discussions about how you can contribute to their strategic sales initiatives.

✨Build Relationships

Since this role involves engaging multiple stakeholders, practice articulating your relationship management skills. Prepare examples of how you've successfully navigated complex decision-making processes in the past. Highlight your ability to build trust and rapport with senior executives, as this is crucial for success in the Investment Sales Director position.

✨Showcase Your Sales Cycle Expertise

Be ready to discuss your experience managing long-term sales cycles. Share specific instances where your persistence and strategic engagement led to successful outcomes. This will demonstrate your capability to handle the complexities of the sales process, which often spans 18-24 months.

✨Prepare Compelling Proposals

Since collaboration is key in this role, think about how you can contribute to creating compelling proposals and presentations. Bring examples of past proposals you've worked on, and be prepared to discuss how you would approach crafting tailored investment solutions for large asset owners. This will show your proactive mindset and readiness to collaborate across teams.

Investment Sales Director - Large Asset Owner
CFA Institute
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  • Investment Sales Director - Large Asset Owner

    Full-Time
    36000 - 60000 Β£ / year (est.)
  • C

    CFA Institute

    1001-5000
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