Senior Investment Technical Products Sales

Company:Mercer

Description:

We are seeking a talented individual to join our Investment Product Specialist and Sales team, part of our Investments and Retirement business at Marsh. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.

In this role, you will provide client and sales support for the US and Canada Analytics, Research, and Tools clients, as well as Mercer colleagues in the region. You will also transition into a quota-carrying sales position after roughly six months.

We will count on you to:

• In this role you will provide business development & sales support for the Canda and USA MAPs clients

• This quota carrying potions will be high activity with external outreach

• Identifying and qualifying target organizations and selling opportunities

• Assist with MercerInsight tutorials & demonstrations

• Provide input into the ongoing MAPS tools development

• Populate CRM of activity and create pineline

• Assist with new client onboarding

• Collaborate with team members to support MAPs opportunities and working with the front line sales staff and Legal in the region in preparing contracts for prospects

• Become a Tools expert for the targeted geography and participating in sales demonstrations of Mercer products

• Set up MercerInsight trials and new account creations

What you need to have: 

• BA/BS degree required, with a concentration in business, finance, economics, operations or related discipline preferred

•  5-7 years of related work experience, preferably in investments and/or background in financial services, or as an investment analyst

• Knowledge of investments, both traditional and alternatives with preference to alternative experience

• Experience using eVestment & TopQ+ suite of software aplus

• Comfortable presenting, using web-based presentation platforms (Zoom, Teams, etc.)

• Strong analytical, critical thinking and problem solving skills

• Superior organizational skills and strong attention to detail

• Strong working knowledge of MS Office – Excel, Word and PowerPoint

• Excellent verbal/writing skills for communications with internal and external clients

• Ability to work in teams as well as independently and flexible to work under tight deadlines

• Potential to travel after 6 months, roughly 25%

What makes you stand out?

• French Speaking

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 (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact [email protected].

Marsh 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 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 $88,200 to $132,300.

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, retirement programs as well as employee assistance programs.

This is a Replacement position.