Marsh McLennan

Public Funds Sales Director

Marsh McLennan • $151K — $302K *
San Francisco, CA 94112In-Person
Finance & Insurance
5 - 7 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, business administration, or a related field; advanced degrees or certifications (e.g., CFA, CFP) preferred.
  • Proven sales leadership experience within the public sector or a related industry.
  • Strong understanding of public segment markets and investment strategies, including alternative investments and various fund types.
  • Familiarity with public sector procurement processes and RFP management.
  • Ability to engage effectively with technical investment buyers and research teams.
  • Excellent communication and presentation skills for articulating complex financial concepts.
  • Strategic mindset with experience in executing sales strategies aligned with business objectives.
  • Possession of Series 7 and 63 licenses.

Responsibilities

  • Develop and execute strategic sales plans to achieve revenue targets.
  • Collaborate with management to define sales strategies and identify market opportunities.
  • Build and maintain relationships with key clients and industry influencers.
  • Stay updated on market trends affecting the public sector and incorporate into sales strategies.
  • Coordinate internal teams for the delivery of public segment solutions to clients.
  • Monitor and analyze sales performance and market trends, providing insights to management.
  • Contribute to identifying strategic growth opportunities for public segment expansion.

Benefits

  • Professional development opportunities and supportive leaders.
  • Inclusive culture fostering collaboration and impact.
  • Diverse career opportunities and comprehensive benefits for well-being.
Full Job Description
Public Fund Sales Director

We will count on you to:
  • Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the public segment
  • Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base in public sector markets.
  • 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 public segment, and incorporate this knowledge into sales strategies and client interactions.
  • Work closely with internal teams, to ensure seamless coordination and delivery of public segment solutions to clients.
  • Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management.
  • Contribute to identifying and advancing strategic growth opportunities supporting Mercer's public segment expansion
  • Collaborate with marketing and communications teams to develop and execute targeted marketing
  • Coordinate all sales activities related to RFP completion by securing necessary approvals from the Public Fund Vetting Committee (PFVC) along with associated form submissions, obtaining approvals from Public Fund Segment Leader and the Global Sales Pricing Group (GSPG) for deal pricing, and confirming the assignment of consulting teams.


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 public sector or related industry.
  • In-depth knowledge of public segment markets, investment strategies, and financial markets, including alternative investments, Defined Benefit (DB), Defined Contribution (DC), 529 plans, and Operating Reserves.
  • Strong understanding of public sector procurement processes, RFP management, and regulatory environments.
  • A strong understanding of how alternative investments are evaluated, positioned, and sold within the public fund market, and the ability to engage credibly with highly technical investment buyers and research teams.
  • 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:
  • Demonstrated success driving new business within the public segment or related markets.
  • Experience selling solutions-oriented investment offerings to public plan clients, ideally in partnership with research, product, or specialist investment teams.
  • Strong network and relationships with public sector decision makers and influencers.


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.


The applicable base salary range for this role is $151,000 to $302,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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