Strategic Initiatives Project Manager - Investments

Reposted 22 Days Ago
Charlotte, NC, USA
In-Office
Mid level
Fintech • HR Tech • Insurance • Consulting
The Role
The Strategic Initiatives Project Manager will support delivery of key strategic change initiatives within Mercer's Investment Solutions Team by coordinating projects, tracking performance, and engaging stakeholders across teams.
Summary Generated by Built In
Company:Mercer

Description:

Mercer’s Investment Solutions Strategic Initiatives Team is seeking a Strategic Initiatives Manager to work in a team responsible for the delivery of key strategic change initiatives.

What can you expect:

An exciting opportunity to work in Mercer’s largest and most rapidly-growing business area – Investment Solutions. As part of our strategic initiatives Team the successful candidate will play a key role in supporting Mercer’s Investment Solutions strategic change agenda by helping shape plans, coordinating delivery, tracking progress against outcomes, and supporting change adoption. Mercer is one of the fastest growing investment solutions entities globally, and our client base has grown substantially over recent years and we have an ambitious trajectory for future growth.

The candidate will work closely with business sponsors and business owners, internal stakeholders, senior management, external vendors, clients, and wider colleagues to coordinate and deliver on key strategic initiatives including integration activity (including M&A-related workstreams), development of operational solutions for existing and new client segments, and global alignment activities.

The successful candidate will get to work in and experience a dynamic and rapidly growing area of Mercer’s business driven by strong demand across new markets and segments.

We will rely on you to:

The responsibilities of the Strategic Initiatives Manager are:

  • Support strategic planning for the Investments platform by partnering with senior leadership to translate priorities into clear goals, objectives, and actionable delivery plans.
  • Coordinate the execution of strategic projects and initiatives, supporting definition of scope, deliverables, timelines, and interdependencies.
  • Organize and coordinate cross-functional teams, working groups, and governance forums to drive alignment and delivery.
  • Establish and maintain project plans, dashboards, and RAID logs (risks, assumptions, issues, dependencies) to support effective stakeholder communication.
  • Monitor and report initiative performance using agreed metrics and KPIs; analyze trends and identify areas for improvement and performance optimization.
  • Facilitate effective communication and coordination across the Investments business, ensuring alignment across teams and departments.
  • Build and maintain strong working relationships with key stakeholders (including senior leadership, department heads, functional teams, and external partners where relevant) to secure engagement and timely decisions.
  • Support change management activities, including stakeholder engagement, communications, and adoption planning to embed new processes and ways of working.
  • Identify and help mitigate risks and challenges associated with strategic initiatives; escalate issues appropriately with options and recommendations.
  • Ensure delivery documentation is completed to a high standard with messaging tailored to different audiences (for example, steering committee updates, project plans, and status reporting).
  • Support continuous improvement by identifying opportunities to optimize processes, governance, and delivery practices within the strategic initiatives framework.

What you need to have: 

  • Strong organizational skills with the ability to coordinate multiple parallel workstreams and priorities.
  • Excellent communication skills, including the ability to produce clear written updates and facilitate effective working sessions.
  • Strong analytical skills to support KPI tracking, performance monitoring, and evidence based decision support.
  • A collaborative approach and the ability to work effectively with cross-functional teams and stakeholders at different levels of seniority.
  • Good problem-solving and troubleshooting skills, with the ability to identify issues early and support practical solutions.
  • A strong commitment to delivery discipline and rigor (planning, governance, documentation, and follow-through).
  • Comfort working in a fast-paced environment with changing priorities and deadlines.

What makes you stand out:

  • Experience supporting strategic initiatives, transformation programs, or PMO delivery in a complex organization.
  • Strong attention to detail and a structured approach to project coordination and reporting.
  • Demonstrated ability to build trust and maintain effective stakeholder relationships.
  • A proactive mindset with a drive to learn, improve processes, and contribute to meaningful change.

Why join our team:

  • To be part of a company with a strong brand, committed to making a difference in people's lives.
  • 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.

#MercerIS

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 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, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at [email protected] to discuss any specific needs.

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.

Skills Required

  • Strong organizational skills to manage multiple workstreams
  • Excellent communication skills for producing updates and facilitating sessions
  • Strong analytical skills for tracking KPIs and performance
  • Collaborative approach to work with cross-functional teams
  • Problem-solving skills to identify and address issues early
  • Strong commitment to delivery discipline and project governance
  • Ability to work in a fast-paced environment with changing priorities
  • Experience in supporting strategic initiatives or project management

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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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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