Marsh McLennan

Institutional Investments Sales Leader

Marsh McLennan$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years in institutional investment sales or business development
  • Track record of success in the Canadian market
  • Knowledge of institutional investment products and client needs
  • Strong communication and relationship-building skills
  • Collaborative mindset focused on client solutions
  • Proven self-starter with strategic thinking ability
  • Fluency in English and French for client interaction

Responsibilities

  • Develop and execute strategic sales plans for Eastern Canada
  • Build and sustain trusted relationships with institutional investors
  • Collaborate with investment consulting and product teams
  • Identify new business opportunities for client expansion
  • Represent Mercer at industry forums for brand building
  • Stay updated on market trends and regulatory insights
  • Leverage AI and technology tools to enhance client engagement

Benefits

  • Professional development opportunities
  • Supportive and inclusive work culture
  • Access to diverse career opportunities and benefits
  • Positive impact on colleagues, clients, and communities
Full Job Description
Company:
Mercer

Description:

We are seeking a talented individual to join our Institutional Investment Sales team at Mercer. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.

As Mercer's Institutional Investments Sales Leader for Eastern Canada, you will play a pivotal role in advancing our market presence by delivering innovative investment solutions tailored to the unique needs of institutional clients. You will lead client engagement efforts, foster trusted advisor relationships, and collaborate closely with Mercer's investment consulting teams to drive growth and deepen client impact across the region.

We will count on you to:
  • Develop and execute strategic sales plans to grow Mercer's institutional investment business in Eastern Canada.
  • Build and sustain strong, trusted relationships with pension plans, endowments, and other institutional investors.
  • Partner with Mercer's investment consulting and product teams to design and deliver customized investment strategies.
  • Identify new business opportunities and lead efforts to expand Mercer's client footprint.
  • Represent Mercer at industry forums, enhancing our brand and thought leadership.
  • Stay abreast of market trends and regulatory developments to provide clients with timely, relevant insights.
  • Thrive and be motivated by an environment that embraces AI and technology-enabled tools.


What you need to have:
  • Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
  • Demonstrated success in institutional investment sales or business development within the Canadian market.
  • Deep understanding of institutional investment products, asset classes, and client needs.
  • Exceptional communication and relationship-building skills with the ability to influence senior stakeholders.
  • Collaborative mindset with a passion for delivering client-centric solutions.
  • Self-driven, strategic thinker with a strong track record of achieving sales targets.
  • Excellent communication and presentation skills in French and English, as the position requires regular interaction with clients outside of Quebec, as well as collaboration with other members of the Mercer team outside of Canada.


What makes you stand out:
  • Bachelor's degree in Finance, Business, Economics, or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred
  • Proven ability to manage complex sales cycles and close large institutional mandates.
  • Strong knowledge of Canadian pension plans, endowments, foundations, and regulatory environment.
  • Excellent presentation, negotiation, and interpersonal skills.
  • Willingness to travel within Eastern Canada as required.
  • Proficiency with CRM tools and Microsoft Office suite.


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.


About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ

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