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Director - Institutional Investment Sales

๐Ÿ“ Canada

Finance and Insurance Mercer

Job Description

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Director - Institutional Investment Sales

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Mercer

Responsibilities

Articulate your sales funnel, including how you identify, research, profile, and prospect accounts.

Discuss your coldโ€‘calling techniques, meeting conversions, and closing ratios with examples of engaging key decision makers.

Illustrate your process of managing prospects through long sales cycles and building client relationships through industry knowledge.

Establish trusted advisor status before the sale and build internal relationships to marshal the right people and resources to close deals.

Share thought leadership on major industry challenges and opportunities and how to address these issues.

Discuss risk mitigation strategies for Defined Contribution plans, including litigation, fees, and other risk analyses.

Highlight experience mitigating risk in Defined Benefit plans through asset allocation, liability exposures, and actuarial analysis.

Qualifications

Strong sales acumen with experience in identifying and managing client relationships in institutional investment sales.

Knowledge of investment market strategies and risk mitigation in retirement and wealth accumulation.

Bilingual proficiency in French and English is required.

What makes you stand out

Demonstrated ability to establish trusted advisor status and build strong internal and client relationships.

Proven thought leadership in addressing industry challenges and opportunities.

Experience working with a variety of institutional investment clients.

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 wellโ€‘being.

Marsh McLennan is committed to a diverse, inclusive, flexible work environment and provides reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individualโ€™s particular restrictions and limitations.

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Job Details

Posted Date: December 7, 2025
Job Type: Finance and Insurance
Location: Canada
Company: Mercer

Ready to Apply?

Don't miss this opportunity! Apply now and join our team.