Senior Investment Solutions Consultant

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • HR Tech • Insurance • Consulting
The Role
Lead a team of consultants and analysts in investment strategy, manage client allocation, provide investment advice, and drive business growth.
Summary Generated by Built In
Company:Mercer

Description:

Senior Investment Solutions Consultant 

Mercer is seeking a motivated and experienced professional to join our team as a Senior Investment Solutions Consultant. This hybrid role requires working at least three days per week in either our Auckland or Wellington office. 

We are looking for a collaborative leader who will inspire and guide a team of consultants and analysts, driving investment strategy and client engagement within our Institutional Wealth segment. 

We will count on you to: 

  • Provide expert, tailored investment advice to key clients, including strategic asset allocation, portfolio construction, manager selection, and performance monitoring. 

  • Foster business growth through strong client relationships, market leadership, and new business development. 

  • Develop and maintain client service disciplines for the delegated solutions business. 

  • Collaborate effectively with internal teams such as operations, portfolio management, and other stakeholders to achieve business goals. 

What you need to have: 

  • Bachelor’s or Honours degree, with CFA qualification highly regarded. 

  • 7+ years of relevant experience in investment management or related fields. 

  • Advanced knowledge of investment theory and practical applications. 

  • Excellent organisational, interpersonal, verbal, and written communication skills. 

  • Ability to clearly articulate Mercer’s value proposition to clients and prospects. 

What makes you stand out: 

  • Proven success in driving revenue growth and business development within institutional investment environments. 

  • Experience collaborating closely with senior operations teams and portfolio management to deliver client-focused solutions. 

  • Established professional networks, including trustees, lawyers, tax accountants, and auditors.

  • Active participation in new business pitches and bid development.

  • Ability to thrive in a complex, multidisciplinary environment with a collaborative mindset. 

Why join our team: 

  • We support your growth through professional development opportunities, engaging work, and inclusive leadership. 

  • We cultivate a vibrant and welcoming culture where diverse perspectives are valued, enabling you to work alongside talented colleagues to create meaningful impact. 

  • Our scale offers a wide range of career pathways, benefits, and rewards designed 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. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to creating 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.

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.

Top Skills

Cfa
Investment Management
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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries.

Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity.

Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics.

Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people.

Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society.

Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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