Pursuit Manager, Investments

Company:Mercer

Description:

We are seeking a talented individual to join our Investments Sales team at Mercer. This is a Melbourne or Sydney based role. This is a hybrid role that has a requirement of working at least three days a week in the office.

Pursuit Manager, Investments

We are seeking an experienced Pursuit Manager to join Mercer’s Investments Sales team. Based in Melbourne or Sydney (hybrid with minimum three days per week in the office), you will lead pursuit strategy and delivery for key opportunities, own the development and maintenance of high‑quality proposal and meeting materials, and partner with sales, investment teams and Design to improve win rates through clear messaging, repeatable content and efficient processes. In this central team you will enhance your knowledge and understanding of an entire range of investment topics like private markets investing, ESG investing, capital markets, and more. 

Key responsibilities

• Lead pursuit strategy and execution for identified opportunities: develop opportunity plans, schedules, win themes and action trackers that align to client needs and Mercer’s value proposition.
• Own end‑to‑end content delivery: create, edit, customise and maintain centralised modular assets and investment content to enable rapid, consistent tailoring.
• Project‑manage pursuits through the full lifecycle: coordinate contributors, manage deadlines and ensure timely delivery of polished collateral and meeting materials.
• Partner with sales, investment specialists and Design to ensure content is high quality, accurate, aligned to pursuit strategy and tailored to the client.
• Create, edit and embed investment content standards, template rules and quality controls to improve consistency and efficiency across pursuits.
• Build and sustain relationships with local practice areas, business development and other stakeholders to capture subject‑matter content and lessons learned.
• Drive continuous improvement in the pursuit processes, central content library, and support knowledge sharing across the team.

Skills, experience and qualifications

• Minimum 5 years’ relevant experience, preferably in professional services, proposal/pursuit management, sales enablement or client service.
• Existing technical investment experience, able to engage with subject matter experts on meeting the key technical requirements of any proposal.
• Proven experience leading complex pursuits and managing proposal production end‑to‑end.
• Excellent written and verbal communication skills, with strong ability to craft persuasive messages and executive‑level materials.
• Demonstrable ability to translate technical investment content into clear client messaging.
• Strong project management and organisational skills with experience coordinating multi‑disciplinary contributors under tight timelines.
• Effective stakeholder management and influencing skills, with the ability to lead without direct authority.
• Experience developing modular content, templates and maintaining centralised content libraries.
• Proficiency in PowerPoint and Word; familiarity with CRM systems (Salesforce) is required.

Behaviours and attributes

• Customer‑centric: focuses on client needs and tailors messaging accordingly.
• Collaborative: builds trusted relationships across sales, investment teams and Design.
• Solutions‑oriented: anticipates issues, adapts to changing pressures and delivers under deadlines.
• Attention to detail: delivers high‑quality materials while maintaining consistency of message and tone.

What we offer

• Professional development opportunities and exposure to a broad range of investment topics.
• A collaborative, inclusive culture where your work has visible impact.
• Scale and career mobility across Mercer’s global network, with benefits that support your wellbeing.

Mercer is a business of Marsh (NYSE: MRSH), 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 about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

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.