Wealth Management Business Development Associate

1 month ago

Atlanta, United States Marsh McLennan Companies Full time

Description:

As a US Wealth Management Business Development Associate , you will play a crucial role in supporting the Mercer Wealth sales team in delivering exceptional service to clients and driving business growth. You will be responsible for providing administrative and operational support to the wealth management sales team, as well as, play a pivotal role in identifying and pursuing new business opportunities, building relationships with potential clients, and promoting our wealth management products and services.

This is a hybrid position and will require three days in office and can be based in multiple locations.

US Wealth Management Business Development Associate

What can you expect?

In this role, you will work closely with senior sales professionals and relationship managers to drive the operational activities required to achieve sales & growth targets across Mercer’s Wealth Solutions

You will help to build a strategic understanding of the market and lead day to day operational processes related to client retention, expansion and new business prospecting

What’s in it for you?

Mercer is a globally recognized leader in Investment Consulting

Robust opportunities for learning, training and career growth

Mercer also offer benefits coverage starting Day 1 and a generous time-off policy

We will count on you to:

Work closely with sales and commercial leadership on all aspects of sales and business development activities

Ownership of key sales deliverables including new business proposals, pitch material and ad hoc tasks

Frequently interfaces with internal and external senior level stakeholders and assists senior colleagues who specialize in a preferred market and/or industry with advanced aspects of the deal process

Conducts in-depth, targeted market research leveraging advanced market awareness, contacts and an in-depth understanding of the competitive environment to identify and target potential business opportunities

Support varied business development projects such as product launches, marketing initiatives, go to market strategies, market research and intelligence

Assist with pipeline management processes and aligning a broad set of stakeholders to progressing sales opportunities

Liaise with portfolio management, operational, marketing and consulting teams to deliver high quality sales collateral

Explore data analytics to boost win rates

Champion Mercer’s investment and implementation capabilities through internal and external sales content dissemination and promotion

What you need to have: 

At least 3 years of investment/asset management experience, with a portion of that experience in a sales support function.

Motivation to learn and succeed in a business development orientated role

Proven ability to manage multiple projects, stakeholders, and deliverables simultaneously

Creative thinker with high standards for output

High level of proficiency in all MS Office tools such as Word, Excel, PowerPoint etc.

What makes you stand out?

Multiple years of experience in a wealth sales support or business development role

Understanding of institutional investment landscape and sales process

An ability to be intellectually agile seeing problems and opportunities in their simplest state

Experience in business development and preparing business proposals for presentation

CFA and Actuarial candidates make outstanding candidates

Series 7 and/or 63 license.

Mercer

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