Senior Investment Solutions Consultant

Company:

Mercer

Description:

Mercer is seeking candidates for the position of Senior Investment Solutions Consultant.  This role will be based in either our Auckland or Wellington office.  This is a hybrid role that has a requirement of working at least three days a week in the office.

We are seeking a dynamic and experienced candidate who will lead a team of consultants and analysts, driving investment strategy and client engagement within our Institutional Wealth segment.

We will count on you to:

• Manage client allocation and oversee service delivery to investment solutions clients, providing strong leadership to the investment solutions team.
• Provide expert investment advice to key clients, including strategic asset allocation, portfolio construction, manager selection, and performance monitoring.
• Drive business growth through market leadership, client relationship management, and new business development.
• Build and maintain client service disciplines for the delegated solutions business.
• Collaborate across internal teams including operations, portfolio management, and other key stakeholders to support business objectives.

What You Need To Have:

• Bachelor or Honours degree, ideally with CFA qualification.
• 7+ years of relevant experience in investment management or related fields.
• Proven leadership skills with experience managing teams and client relationships.
• Advanced knowledge of investments—both theory and practical applications.
• Excellent organisational, interpersonal, verbal, and written communication skills.
• Ability to promote Mercer’s value proposition to clients and prospects.

What Makes You Stand Out:

• Strong track record in revenue generation and business growth within institutional investment environments.
• Experience working closely with senior operations teams and portfolio management to deliver client-focused solutions.
• Established relationships with industry professionals, including trustees, lawyers, tax accountants, and auditors.
• Active involvement in new business pitches and bid development.
• Ability to engage effectively in a complex, multidisciplinary environment.

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.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan 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.Marsh McLennan 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 McLennan 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.