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About the Role
Serve as the lead consultant and advisor to a book of defined contribution clients with plans between $25M and $500M in assets. For a Sr. Consultant, managing at least $1,000,000 in revenue.
Responsibilities
- Support clients on an ongoing basis with respect to plan investments, plan design and fee benchmarking, recordkeeping vendor management, fiduciary governance practices and employee engagement strategies
- Present plan review/investment review reports to clients for advisory and OCIO engagements
- Exhibit solid understanding of the defined contribution landscape, anticipate and uncover client needs and create a scope of services around those needs
- Ensure timely delivery and accuracy of all client work
- Ensure consistent compliance and professional standards into all business development and work processes including transparency and peer review for team/projects
- Initiate and participate in sales activity and assist other consultants and sales professionals in developing opportunities and corresponding strategy; assist in the preparation and execution of business plans
- Retain and grow a book of business by developing long-term mutually beneficial relationships with clients and decision makers within your existing client base; and other Mercer lines of business
- Serve as the subject matter expert on a variety of defined contribution topics, and ensure clients and prospects are aware of the various ways Mercer can support their initiatives including plan design consulting, investment advisory services, and delegated OCIO services
- Conduct plan document/SPD, operational and compliance reviews as needed; demonstrate strategic plan design knowledge of DC retirement plans
- Oversee RFP/RFI marketing process, strategy and transition; present RFP/RFI marketing results to client
Requirements
- 6+ years or more experience including a demonstrated track record of providing investment advice and consulting/strategy for retirement plans
- A strong understanding of the defined contribution landscape including fiduciary topics, investments, plan design trends, administrative practices, employee engagement and retirement readiness trends, and the broad range services providers
- The ability to contribute to the development of new ideas and ways to solve client problems and make team more efficient at local and zone level
- A track record of building intellectual capital for business development and client delivery
- Strong presentation skills; Polished, professional countenance
Skills
- Experience with 401(k) plans, 403(b) plans - Non-Profit Organizations and 457(b) – Government
- Demonstrated experience in a client management role, business development, ability to handle client inquiries on a day-to-day basis, professional attitude, able to evaluate issues, objections, operational and plan design issues; excellent personal, telephone and communication skills
- Experience conducting seminars for clients and presents at conferences, effectively communicating a point of view and thought leadership
Location
- Los Angeles
- Denver
- Irvine
- Phoenix
- San Francisco
- Seattle
Work Type
- Hybrid
- Full-time
Experience Level
- Senior Consultant
Salary/Compensations
- $110,000 to $220,000
Benefits
- 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.