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- Tasks: Lead institutional investment sales and build strong client relationships in Western Canada.
- Company: Join Mercer, a leader in innovative investment solutions with a vibrant culture.
- Benefits: Competitive salary, health benefits, tuition assistance, and a supportive work environment.
- Why this job: Make a real impact by delivering tailored investment strategies to institutional clients.
- Qualifications: 7-10 years in institutional investment sales and exceptional relationship-building skills.
- Other info: Hybrid work model with opportunities for professional development and career growth.
The predicted salary is between 100000 - 160000 ÂŁ per year.
We are seeking a talented individual to join our Institutional Investment Sales team at Mercer. This role will be based in Calgary or Vancouver. This is a hybrid role that has a requirement of working at least three days a week in the office.
As Mercer’s Institutional Investments Sales Leader for Western Canada, you will play a pivotal role in advancing our market presence by delivering innovative investment solutions tailored to the unique needs of institutional clients. You will lead client engagement efforts, foster trusted advisor relationships, and collaborate closely with Mercer’s investment consulting teams to drive growth and deepen client impact across the region.
We will count on you to:
- Develop and execute strategic sales plans to grow Mercer’s institutional investment business in Western Canada.
- Build and sustain strong, trusted relationships with pension plans, endowments, and other institutional investors.
- Partner with Mercer’s investment consulting and product teams to design and deliver customized investment strategies.
- Identify new business opportunities and lead efforts to expand Mercer’s client footprint.
- Represent Mercer at industry forums, enhancing our brand and thought leadership.
- Stay abreast of market trends and regulatory developments to provide clients with timely, relevant insights.
What you need to have:
- Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
- Demonstrated success in institutional investment sales or business development within the Canadian market.
- Deep understanding of institutional investment products, asset classes, and client needs.
- Exceptional communication and relationship-building skills with the ability to influence senior stakeholders.
- Collaborative mindset with a passion for delivering client‑centric solutions.
- Self‑driven, strategic thinker with a strong track record of achieving sales targets.
What makes you stand out:
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred.
- Proven ability to manage complex sales cycles and close large institutional mandates.
- Strong knowledge of Canadian pension plans, endowments, foundations, and regulatory environment.
- Excellent presentation, negotiation, and interpersonal skills.
- Willingness to travel within Western Canada as required.
- Proficiency with CRM tools and Microsoft Office suite.
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 $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.
Equal Employment Opportunity Statement: Marsh 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 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 reasonableaccommodations@mmc.com.
Marsh 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 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.
Institutional Investments Sales Leader in Bexhill-on-Sea employer: Marsh & McLennan Companies
Contact Detail:
Marsh & McLennan Companies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Investments Sales Leader in Bexhill-on-Sea
✨Network Like a Pro
Get out there and connect with industry professionals! Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge of institutional investment products and market trends. Share insights and demonstrate how you can add value to their business.
✨Tailor Your Approach
Every conversation is a chance to tailor your pitch. Research the specific needs of the institutions you’re engaging with and come prepared with customised solutions. This shows you’re not just another salesperson; you’re a trusted advisor.
✨Follow Up Like a Boss
After meetings or networking events, always follow up with a thank-you note or a quick message. It keeps you top of mind and shows your professionalism. Plus, it’s a great way to keep the conversation going!
We think you need these skills to ace Institutional Investments Sales Leader in Bexhill-on-Sea
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in institutional investment sales. We want to see how your skills align with the specific needs of our team at Mercer.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Use numbers and examples to demonstrate how you’ve driven growth or built strong relationships in previous roles. We love seeing tangible results.
Be Authentic: Let your personality shine through in your application. We’re looking for someone who can build trusted relationships, so showing your communication style and approach to collaboration is key.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with our Institutional Investments Sales team.
How to prepare for a job interview at Marsh & McLennan Companies
✨Know Your Market
Before the interview, dive deep into the Canadian institutional investment landscape. Familiarise yourself with current trends, key players, and regulatory changes. This knowledge will not only impress your interviewers but also help you articulate how you can contribute to Mercer’s growth in Western Canada.
✨Showcase Your Relationship Skills
Prepare examples that highlight your ability to build and maintain strong relationships with institutional clients. Think of specific instances where you’ve successfully influenced senior stakeholders or navigated complex sales cycles. This will demonstrate your fit for the role and Mercer’s client-centric approach.
✨Tailor Your Sales Strategy
Be ready to discuss how you would develop and execute strategic sales plans for Mercer. Consider how you can leverage your experience to identify new business opportunities and expand their client footprint. Presenting a clear vision will show that you’re proactive and aligned with Mercer’s goals.
✨Practice Your Presentation Skills
Given the importance of communication in this role, practice delivering a concise and engaging presentation about a relevant topic in institutional investments. This will not only showcase your expertise but also your ability to convey complex information clearly, which is crucial for client engagement.
