Head of Clients, US Investment Solutions

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 in the US with a preference for New York or Boston; it is a hybrid role requiring at least three days in the office.

Responsibilities

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 monitoring at-risk clients and managing loss budgets.

Develop toolkits and resources to empower consultants and relationship managers to communicate Mercer’s client value proposition throughout the investment journey.

Continuously enhance the client experience across onboarding, 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 stakeholders on content and communication strategies.

Collaborate with stakeholders to define messaging frameworks, identify gaps, and develop content to support client discussions.

Serve as a conduit between the US business and global research teams to align with US market needs.

Participate as a member of the global Investment Policy Committee and represent US interests on investment committees and response teams.

Strengthen feedback loops to circulate innovative ideas and enhance Mercer’s market position.

Lead, develop, and inspire a high-performing team, fostering career growth and supporting diversity and inclusion initiatives.

What You Can Expect

Contribute intellectual capital and leadership within a global organization addressing today’s and tomorrow’s challenges.

Collaborate with dedicated colleagues in a supportive, human-centered work environment.

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.

Excellent active listening, 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

Professional development opportunities, interesting work, and supportive leadership.

A vibrant and inclusive culture with opportunities to create impact for colleagues, clients, and communities.

Competitive total rewards package including health benefits, retirement programs, and employee assistance.

Mercer, a business of Marsh McLennan (NYSE : MMC), is a global leader in helping clients realize investment objectives and improve health and retirement outcomes. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. The applicable base salary range for this role is $232,000 to $348,000, with eligibility for performance-based incentives. We are committed to hybrid work and an inclusive environment. For accommodation requests, contact reasonableaccommodations@mmc.com.

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