Marsh McLennan

Senior Investment Technical Products Sales

Marsh McLennan$88K — $132K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS degree in business, finance, economics, or related fields preferred
  • 5-7 years of experience in investments or financial services
  • Knowledge of both traditional and alternative investments, with a preference for alternative experience
  • Familiarity with eVestment & TopQ+ software is a plus
  • Comfortable presenting using platforms like Zoom and Teams
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication skills

Responsibilities

  • Provide client and sales support for US and Canada Analytics, Research, and Tools clients
  • Transition into a quota-carrying sales position after six months
  • Identify and qualify target organizations and selling opportunities
  • Assist with MercerInsight tutorials and demonstrations
  • Collaborate with team members for MAPs opportunities and prepare contracts
  • Become an expert in the tools for the specified geography
  • Set up MercerInsight trials and new account creations

Benefits

  • Professional development opportunities
  • Vibrant and inclusive culture
  • Range of career opportunities for advancement
  • Health and welfare benefits
  • Tuition assistance programs
  • Retirement programs
  • Employee assistance programs
Full Job Description
Company:
Mercer

Description:

We are seeking a talented individual to join our Investment Product Specialist and Sales team, part of our Investments and Retirement business at Marsh. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.

In this role, you will provide client and sales support for the US and Canada Analytics, Research, and Tools clients, as well as Mercer colleagues in the region. You will also transition into a quota-carrying sales position after roughly six months.

We will count on you to:
  • In this role you will provide business development & sales support for the Canda and USA MAPs clients
  • This quota carrying potions will be high activity with external outreach
  • Identifying and qualifying target organizations and selling opportunities
  • Assist with MercerInsight tutorials & demonstrations
  • Provide input into the ongoing MAPS tools development
  • Populate CRM of activity and create pineline
  • Assist with new client onboarding
  • Collaborate with team members to support MAPs opportunities and working with the front line sales staff and Legal in the region in preparing contracts for prospects
  • Become a Tools expert for the targeted geography and participating in sales demonstrations of Mercer products
  • Set up MercerInsight trials and new account creations


What you need to have:
  • BA/BS degree required, with a concentration in business, finance, economics, operations or related discipline preferred
  • 5-7 years of related work experience, preferably in investments and/or background in financial services, or as an investment analyst
  • Knowledge of investments, both traditional and alternatives with preference to alternative experience
  • Experience using eVestment & TopQ+ suite of software aplus
  • Comfortable presenting, using web-based presentation platforms (Zoom, Teams, etc.)
  • Strong analytical, critical thinking and problem solving skills
  • Superior organizational skills and strong attention to detail
  • Strong working knowledge of MS Office - Excel, Word and PowerPoint
  • Excellent verbal/writing skills for communications with internal and external clients
  • Ability to work in teams as well as independently and flexible to work under tight deadlines
  • Potential to travel after 6 months, roughly 25%


What makes you stand out?
  • French Speaking


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 $88,200 to $132,300.

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, retirement programs as well as employee assistance programs.

This is a Replacement position.

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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