Wealth Management Sales Director

2 months ago

Chicago, United States Marsh McLennan Companies Full time

Description:

Mercer is seeking a Wealth Management Sales Director to join our team. You will play a crucial role in driving revenue growth, developing sales strategies, and ensuring the delivery of exceptional client service. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with clients and stakeholders. This is a hybrid position and will require three days in office and can be based in multiple locations.

Wealth Management Sales Director

What can you expect?

A company culture founded in integrity, responsible teamwork and excellence.

Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.

Challenging work in a global environment with an annual revenue of over $20B and 85, colleagues.

What is in it for you?

Culture of internal mobility, collaboration, and valued partnership with HR from the business.

Work for a company committed to being a responsible corporate citizen with great employee benefits and paid time off.

Organization dedicated to fostering a vibrant, inclusive, and diverse culture at work, in which every voice is heard.

Excellent Benefits - Competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, K, ESPP, employee assistance program, domestic partnership benefits, career mobility, generous vacation plan and so much more.

We will count on you to:

Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the wealth management division.

Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base.

Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation.

Stay updated on industry trends, market developments, and regulatory changes affecting the wealth management industry, and incorporate this knowledge into sales strategies and client interactions.

Work closely with internal teams, to ensure seamless coordination and delivery of wealth management solutions to clients.

Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management.

Collaborate with marketing and communications teams to develop and execute targeted marketing

What you need to have: 

Bachelor's degree in finance, business administration, or a related field. A master's degree or professional certifications (e.g., CFA, CFP) are advantageous.

Proven track record of success in sales leadership roles within the wealth management or financial services industry.

In-depth knowledge of wealth management products, investment strategies, and financial markets.

Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders.

Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives.

Series 7 and 63 license

What makes you stand out:

Proven experience driving new business in the wealth management sector.

Alternative investments experience and knowledge

Mercer

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