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 with a vibrant culture.
- Benefits: Enjoy professional development, flexible work options, and a supportive team environment.
- Why this job: Make a real impact in the investment world while collaborating with talented colleagues.
- Qualifications: Proven sales experience in the UK institutional investment market and strong relationship skills.
- Other info: Embrace diversity and enjoy excellent career growth opportunities in a dynamic setting.
The predicted salary is between 43200 - 72000 ÂŁ 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.
What you’ll do
- 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 with 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 in London employer: Mercer
Contact Detail:
Mercer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Sales Director - Large Asset Owner in London
✨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 in investment sales, so don’t be shy about reaching out to potential clients or decision-makers.
✨Tip Number 2
Master your pitch! When you get the chance to present, make it count. Tailor your proposals to address the specific needs of large asset owners, showing them exactly how you can add value. Remember, it’s all about solving their problems!
✨Tip Number 3
Stay persistent! The sales cycle can be long and complex, so keep following up and nurturing those leads. Use CRM tools to track your progress and ensure you’re staying on top of your prospects without being too pushy.
✨Tip Number 4
Collaborate with your team! Leverage the expertise of your colleagues across Mercer and Marsh McLennan to create comprehensive solutions for your clients. Teamwork can really set you apart in this competitive market.
We think you need these skills to ace Investment Sales Director - Large Asset Owner in London
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 with large asset owners. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Relationship 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 hearing about your consultative approach and how you’ve navigated complex decision-making processes.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key points stand out. Use bullet points if necessary to make it easy for us to read through your qualifications.
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 the role. Plus, it’s super easy to do!
How to prepare for a job interview at Mercer
✨Know Your Market
Before the interview, dive deep into the UK institutional investment market. Understand the latest trends, regulatory changes, and innovations that affect large asset owners. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Build Your Network
Leverage your existing contacts within the asset owner community. If you have connections with pension funds, endowments, or foundations, mention them during your interview. This demonstrates your ability to navigate complex decision-making processes and highlights your relationship management skills.
✨Master the Sales Cycle
Be prepared to discuss your experience managing long-term sales cycles. Share specific examples of how you've successfully navigated multi-stakeholder environments and closed deals over extended periods. This will showcase your persistence and strategic engagement capabilities.
✨Collaborate and Communicate
Highlight your ability to work collaboratively across teams. Prepare to discuss how you've coordinated efforts in previous roles to deliver tailored solutions. Strong communication and presentation skills are key, so practice articulating your thoughts clearly and confidently.