US Wealth Management Business Development Associate

Company:

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?

• 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 85,000 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, 401K, ESPP, employee assistance program, domestic partnership benefits, career mobility, generous vacation plan and so much more.

We will count on you to:

• Identify and target potential clients, leveraging market research, industry knowledge, and networking opportunities.

• Assist the sales team in managing client relationships by coordinating and facilitating client meetings, preparing client presentations, and maintaining accurate client records.

• Stay updated on industry trends, market developments, and regulatory changes affecting the wealth management industry, and incorporate this knowledge into business development strategies.

• Collaborate with marketing and communications teams to develop and execute targeted marketing campaigns and initiatives to promote our wealth management offerings.

• Maintain accurate and up-to-date records of business development activities, client interactions, and sales pipeline using CRM systems or other relevant tools.

What you need to have:

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

• 2+ years’ experience in a sales support or business development focused position

• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.

• Exceptional communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders.

What makes you stand out:

• Bachelor's degree in finance, business administration, or a related field.

• Proven experience in a sales support role within the wealth management or financial services industry.

• Strong knowledge of wealth management products, services, and investment vehicles.

• Series 7 and 63 license.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer 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, 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, veteran status (including protected veterans), or any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting [email protected].

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.