Investment Sales Director - Large Asset Owner

Company:

Mercer

Description:

Investment Sales Director - Large Asset Owners

Mercer is seeking an Investment Sales Director who will be responsible for developing and executing strategic sales initiatives aimed at large, sophisticated asset owners across the UK. This role involves identifying commercial opportunities, mapping decision-makers, building trusted relationships through a consultative approach, and working collaboratively across Mercer and Marsh McLennan (MMC) to deliver tailored investment solutions and incremental revenue to the firm.

We will count on you to:

• Identify and develop new business opportunities within large asset owner organizations, primarily pension funds but also potential for select endowments, foundations, insurers and wealth manager targets.
• Engage with multiple external stakeholders, including in-house investment teams, senior executives (Treasurers, CFOs, CIOs), independent trustees, and third-party evaluators.
• Lead and coordinate cross-functional efforts within Mercer and MMC to deliver comprehensive, tailored investment solutions. This includes a contribution to and engagement with our Global Investment Partners Group (GIPG) initiative.
• Manage the entire sales cycle from prospecting through to closing, maintaining long-term relationships and ensuring a high level of client satisfaction. The sales process is complex and long-term, often spanning 18-24 months or more, requiring persistence, strategic engagement, and multi-stakeholder management.
• Develop and execute strategic account plans to deepen relationships and expand Mercer’s footprint within target organisations.
• Provide insights and thought leadership on market trends, regulatory changes, and investment innovations relevant to large asset owners.
• Collaborate with internal teams to prepare compelling proposals, presentations, and RFP responses.
• Maintain a robust pipeline of prospects and track progress using CRM tools and internal reporting systems.
• Represent Mercer at industry events, conferences, and client meetings to enhance brand visibility and credibility.

What You Need To Have:

• Proven track record of successful investment sales or business development within the UK institutional investment market.
• Excellent relationship management and stakeholder engagement skills, with the ability to navigate complex decision-making processes.
• Demonstrated ability to manage long-term sales cycles and multiple touchpoints effectively.
• Exceptional communication, presentation, and negotiation skills.
• Ability to work collaboratively across teams and functions in a matrixed organisation.
• Degree qualified; professional qualifications (e.g., CFA, CAIA) are a plus.

What Makes You Stand Out:

• Deep understanding of pension schemes. Knowledge of endowments, foundations and other large asset owners is a plus.
• Strong network of contacts within the UK asset owner community is highly desirable.

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 embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.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.