![Marsh McLennan Companies](https://media.trabajo.org/img/noimg.jpg)
Wealth Management Business Development Associate
1 month ago
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
-
Associate Wealth Advisor
2 weeks ago
Atlanta, United States H Cap Connect, LLC. Full timeA Wealth Management company in Atlanta (Cumberland area) has an excellent opportunity for an Associate Wealth Advisor to join the team. The Associate Wealth Advisor is expected to form long-lasting and mutually beneficial relationships with clients, team members, vendors, and the community. The AWA is an integral part of MSWM's growth strategy. The AWA...
-
Atlanta, Georgia, United States The Goldman Sachs Group, Inc Full timeJob DescriptionPrivate Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies...
-
Associate, Business Development
2 months ago
Atlanta, United States Gratus Capital Full timeJob DescriptionJob DescriptionSummaryGratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to...
-
Wealth Business Planning Consultant
1 month ago
Atlanta, United States Truist Financial Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...
-
Wealth Planner
3 months ago
Atlanta, United States Corient Private Wealth LLC Full timeJoin a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...
-
Wealth Regional Managing Director
4 weeks ago
Atlanta, Georgia, United States Truist Financial Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...
-
Sports and Entertainment Group Wealth Associate
2 months ago
Atlanta, Georgia, United States Truist Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...
-
Wealth Consultant
3 months ago
Atlanta, United States First Citizens Bank Full timeOverview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...
-
Managing Director, Wealth Strategist
2 weeks ago
Atlanta, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Managing Director, Wealth Strategist
2 weeks ago
Atlanta, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Senior Director of Wealth Management
1 month ago
Atlanta, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Senior Director of Wealth ManagementCompany: AugmentjobsSalary Range: $245,000 to $320,000Experience Level: 8 to 12 yearsJob Description:As the Senior Director of Wealth Management at Augmentjobs, you will be responsible for overseeing and directing the company's wealth management services. This role involves...
-
Head of Private Wealth Management
1 week ago
Atlanta, Georgia, United States augmentjobs Full timeJob OverviewPosition: Head of Private Wealth ManagementCompany: AugmentjobsSalary Range: $145,000 to $196,000Experience Level: 8 to 12 yearsRole Summary: In the capacity of Head of Private Wealth Management at Augmentjobs, you will spearhead the private wealth management sector, concentrating on the provision of bespoke investment strategies and financial...
-
Wealth Management Consultant
1 week ago
Atlanta, Georgia, United States Transamerica Financial Advisors Full timeWealth Management Consultant(Remote Opportunity)**Please Review the Complete Job Overview Before Submitting Your Interest**Why Join Our Team?As a division of Transamerica Financial Advisors, we have established a strong presence in the financial sector with over 40 years of experience and a loyal clientele of 30,000. This opportunity allows you to...
-
Private Wealth Manager
9 hours ago
Atlanta, Georgia, United States First Citizens Bank Full timeJob SummaryWe are seeking a skilled Private Wealth Manager to join our team at First Citizens Bank. As a Private Wealth Manager, you will be responsible for developing and maintaining relationships with high net worth individuals and families, providing them with customized banking solutions and wealth management services.Key ResponsibilitiesClient...
-
Wealth Management Professional
8 hours ago
Atlanta, Georgia, United States Bank of America Full timeJob SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at Bank of America. As a key member of our Financial Services team, you will play a critical role in supporting our Financial Advisors and Wealth Management Client Associates in delivering exceptional client experiences.Key ResponsibilitiesDevelop and implement client...
-
Wealth Strategist Administrative Associate
5 days ago
Atlanta, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Wealth Management Advisor
3 weeks ago
Atlanta, United States Enaar Group Full timeJob DescriptionJob DescriptionEmbark on a Rewarding Journey in Wealth Management!Are you ready to elevate your career and make a significant impact in the world of finance? Look no further! We're seeking a dynamic and experienced Wealth Management Advisor to play a pivotal role in our client's prestigious team in the heart of Georgia.?? Position:...
-
Wealth Manager
3 months ago
Atlanta, United States Independent Resourcing Consultancy Ltd Full timeJob DescriptionJob DescriptionPosition: Wealth ManagerLocation: Atlanta, USAEmployment Type: Full-Time About the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Atlanta, USA. This role is pivotal in providing tailored financial advice and wealth management...
-
Director of Private Wealth
1 month ago
Atlanta, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Director of Private Wealth Company: Augmentjobs Salary Range: $145,000 to $196,000 Experience Level: 8 to 12 yearsJob Description:As the Director of Private Wealth at Augmentjobs, you will lead and oversee the private wealth management division, focusing on delivering personalized investment strategies and financial...
-
Wealth Advisor III
3 weeks ago
Atlanta, Georgia, United States Truist Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...