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About the Role
This client-facing Investment Consulting role will work primarily with Endowment and Foundation clients, a focus growth investment practice. 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.
Responsibilities
- Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.
- Leverage expertise to design, develop, deliver, and communicate investment solutions for clients, inclusive of alternative investments.
- Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.
- Mentor junior colleagues in their career development.
- Engage with clients and prospective clients to grow the breadth of services delivered to help them advance their missions.
Requirements
- A proven history of excellent client service, preferably with endowment and foundation clients.
- Demonstrable communication of both traditional and alternative investments to clients.
- Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments.
- Self-motivation and proven ability to work well in a team environment.
- Ability to manage multiple priorities and work in a rapidly changing and dynamic environment.
- Eagerness to learn and keep up to date with the investment industry and market conditions.
- A strong business development orientation, mainly through building and nurturing client relationships, participating in sales finals, and driving expansion opportunities.
- Experience with leading relationships with complex clients.
- Growth oriented mindset.
- Ability and desire to manage, motivate, and mentor junior-level colleagues.
Skills
- Alternative investments
- Client service
- Communication
- Investment advice
- Investment solutions
- Investment strategy
- Portfolio management
- Research
- Marketing
- Sales
- Consulting
- Business development
- Client relationships
- Sales finals participation
- Opportunity expansion
Location
- Seattle
- Portland
- San Francisco
- Los Angeles
- Phoenix
- Denver
Work Type
- Hybrid
- Full-time
Experience Level
- 7 - 15 years of experience related to this position
Education Level
- Bachelor's degree preferably in a field relevant to this position
- CFA, CFP, CAIA or advanced degree preferred
Salary/Compensations
- $122,400 to $244,800
- This position may be eligible for performance-based incentives.
Benefits
- Professional development opportunities
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
About the Company
- 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.
Equal Opportunity
- 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, veteran status (including protected veterans), or any other characteristic protected by applicable law.
- If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.
- 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.