Talent.com
Head of Clients, US Investment Solutions
Head of Clients, US Investment SolutionsMarsh & McLennan • Boston, MA, US
Head of Clients, US Investment Solutions

Head of Clients, US Investment Solutions

Marsh & McLennan • Boston, MA, US
29 days ago
Job type
  • Full-time
Job description

Head Of Clients, Us Investment Solutions

We are seeking a talented individual to join our US Investment Solutions team at Mercer. This role will be based in the US with a preference for New York or Boston locations. This is a hybrid role that has a requirement of working at least three days a week in the office.

Mercer is seeking an experienced and strategic Head of Clients, US Investment Solutions to serve as a core leader within our US Investment Solutions business. This role is pivotal in shaping and executing client engagement strategies that support long-term business growth, enhance client retention, and reinforce Mercer's position as the premier provider of investment solutions.

What You Will Do

  • Lead the development and execution of a comprehensive US investment solutions client support strategy aligned with Mercer's long-term growth objectives.
  • Design, implement, and oversee client retention strategies, including 'at risk' client monitoring and loss budget management.
  • Develop toolkits and resources that empower consultants and lead relationship managers to effectively communicate Mercer's client value proposition throughout the investment journey.
  • Continuously enhance the client experience across all touchpointsfrom onboarding to reporting and digital engagement.
  • Ensure delivery of appropriate service levels that provide measurable client value while maintaining profitability.
  • Act as a central connector within the US investment business to integrate Mercer's best ideas and services, supporting profitable growth and client retention.
  • Standardize processes and deliverables to ensure consistency, efficiency, and quality in client service.
  • Amplify key investment messages, including best ideas, platform updates, and reference portfolios, collaborating with relevant stakeholders on content and communication strategies.
  • Collaborate with stakeholders to define and refine messaging frameworks, identify gaps, and develop additional content to support client discussions.
  • Serve as a conduit between the US business and global research teams to influence the global research agenda and ensure alignment with US market needs.
  • Participate as a member of the global Investment Policy Committee and represent US interests on various investment committees and the US Event Response Team.
  • Strengthen feedback loops to circulate innovative ideas and enhance Mercer's market position.
  • Lead, develop, and inspire a high-performing team, fostering individual achievement, career growth, and supporting diversity and inclusion initiatives.

What You Can Expect

  • The opportunity to contribute intellectual capital and leadership within a global organization addressing today's and tomorrow's toughest challenges.
  • Collaboration with dedicated colleagues and foster a supportive, human-centered work environment.
  • The chance to turn ideas into action and drive positive change in the investment solutions space.
  • Qualifications

  • Minimum 15+ years of industry experience with a strong background in client management, sales, or benefits.
  • Proven experience managing client relationships, including setting and managing client expectations.
  • Exceptional active listening skills, sensitivity to diverse audiences, and strong follow-up capabilities.
  • Demonstrated leadership skills with experience developing and managing high-performing teams.
  • Strong strategic thinking and communication skills, with the ability to influence at all organizational levels.
  • Experience working collaboratively across multiple stakeholders and functions.
  • 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.
  • 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting 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.

    The applicable base salary range for this role is $232,000 to $348,000.

    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, 401K savings and other retirement programs as well as employee assistance programs.

    Create a job alert for this search

    Head Of Investment • Boston, MA, US

    Related jobs
    Commercial Relationship Manager III

    Commercial Relationship Manager III

    Eastern Bank • Wakefield, MA, United States
    Full-time
    Hiring Range : $136,599 - $224,413.The posted salary range reflects Eastern's expected hiring range.Actual pay may vary based on experience, skills, and market factors. additional compensation may a...Show more
    Last updated: 30+ days ago • Promoted
    Head of US Institutional Client Coverage - State Street Investment Management, SVP

    Head of US Institutional Client Coverage - State Street Investment Management, SVP

    State Street • Boston, MA, US
    Full-time
    Leadership Opportunity At State Street Investment Management.Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges through solutions, and dr...Show more
    Last updated: 30+ days ago • Promoted
    Head of Private Equity Business Development

    Head of Private Equity Business Development

    Bridgepoint Consulting • Boston, MA, US
    Temporary
    Head of Private Equity Business Development Bridgepoint Consulting is a leading Austin-based management consulting firm that helps executives and management teams solve a broad range of financial, ...Show more
    Last updated: 8 days ago • Promoted
    Head of Investor Relations

    Head of Investor Relations

    Mallinckrodt Pharmaceuticals • Bridgewater, MA, United States
    Full-time
    Job Title • •Head of Investor Relations • •Requisition • •JR000015345 Head of Investor Relations (Open) • •Location • •Bridgewater, NJ • •Additional Locations • • • •Job Description Summary • •The Head of Investor R...Show more
    Last updated: 10 days ago • Promoted
    Client Partner [Capital Markets]

    Client Partner [Capital Markets]

    ClifyX • Boston, MA, US
    Full-time
    Customer Relationship Management.Domain : US Capital Markets; Capital Markets and Financial Services.Show more
    Last updated: 30+ days ago • Promoted
    Head of EMEA and APAC Client Solutions-Investment Management, Alternatives

    Head of EMEA and APAC Client Solutions-Investment Management, Alternatives

    Cambridge Associates LLC. • Boston, MA, United States
    Full-time
    CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they ca...Show more
    Last updated: 26 days ago • Promoted
    Transcend Plan Integration Director

    Transcend Plan Integration Director

    J&J Family of Companies • Haverhill, MA, US
    Full-time
    Transcend Plan Integration Director, Mt Sc Digital.Johnson & Johnson is currently seeking a Transcend Plan Integration Director, Mt Sc Digital to join our team. The role is based in Belgium, Switzer...Show more
    Last updated: 30+ days ago • Promoted
    Global Private Client Solutions Director

    Global Private Client Solutions Director

    Cambridge Associates • Boston, MA, United States
    Full-time
    A leading global investment firm in Boston is seeking an experienced Client Director to manage private client relationships and drive business development. The role requires a minimum of 8 years in ...Show more
    Last updated: 3 days ago • Promoted
    Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA

    Financial Consultant Partner - Burlington / Cambridge / Lynnfield, MA

    Charles Schwab • Lynnfield, MA, United States
    Full-time
    Position Type : Regular Your opportunity At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo...Show more
    Last updated: 30+ days ago • Promoted
    Director of Treasury

    Director of Treasury

    LightPath • Wakefield, MA, United States
    Full-time
    Lightpath is one of the largest competitive local exchange carriers in the tri-state area.Weown and operate our infrastructure "from the ground up" by deploying over 20,000 route miles connecting 1...Show more
    Last updated: 30+ days ago • Promoted
    Head of Operations, Investments, Boston, MA

    Head of Operations, Investments, Boston, MA

    Boston Staffing • Boston, MA, US
    Full-time
    Head Of Operations, Investments.Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset. Our focus is on fostering an enric...Show more
    Last updated: 21 days ago • Promoted
    Director, Individual Markets Engagement & Operations

    Director, Individual Markets Engagement & Operations

    Tufts Health Plan • Canton, MA, US
    Full-time
    Director Of Individual Markets Engagement And Operations.The Director of Individual Markets Engagement and Operations is responsible for the overall success of Point32Health's Individual Markets sa...Show more
    Last updated: 30+ days ago • Promoted
    Citizens Teller

    Citizens Teller

    Citizens • Lawrence, MA, United States
    Full-time
    Starting Salary : $19 / hour and up.As a Citizens Teller - YOU make a real difference for our customers and the branch team. You'll greet our customers in our lobbies.You're comfortable enough with t...Show more
    Last updated: 16 days ago • Promoted
    Fall Co-op, Internal Audit

    Fall Co-op, Internal Audit

    Hologic • Georgetown, MA, US
    Full-time
    Join Hologic as a Co-op on our Internal Audit Team, and become part of a global team of motivated, creative, and dedicated professionals! This internship offers you the chance to shine and share yo...Show more
    Last updated: 30+ days ago • Promoted
    Head of Partnerships

    Head of Partnerships

    Blitzy • Cambridge, MA, US
    Full-time
    Head Of Channel, Cloud & Pe Partnerships.We are looking for a Head Of Channel, Cloud & Pe Partnerships to own and scale Blitzy's external growth ecosystem across cloud providers, system integrator...Show more
    Last updated: 30+ days ago • Promoted
    Head of Investor Relations

    Head of Investor Relations

    Formlabs • Somerville, MA, United States
    Full-time
    Head of Investor Relations To all recruitment agencies : Formlabs does not accept agency resumes.Please do not forward resumes to our jobs alias, Formlabs employees or any other company location.F...Show more
    Last updated: 30+ days ago • Promoted
    Director of Operations - HVAC

    Director of Operations - HVAC

    CyberCoders • Hanover, MA, United States
    Full-time
    One of New England's top mechanical contractors and best places to work is looking to add a Director of Operations for the HVAC division. This is a great opportunity for a HVAC pro to put their stam...Show more
    Last updated: 30+ days ago • Promoted
    Head of Clients, US Investment Solutions

    Head of Clients, US Investment Solutions

    Mercer • Boston, MA, US
    Full-time
    Overview Mercer is seeking an experienced and strategic Head of Clients, US Investment Solutions to lead client engagement strategies within the US Investment Solutions business.This role is based...Show more
    Last updated: 20 days ago • Promoted