Institutional Investment Sales Leader
Job Summary
We are seeking a talented individual to join our Institutional Investment Sales team at Mercer. 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.
As Mercers Institutional Investments Sales Leader for Ontario 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 Mercers 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 Mercers institutional investment business in Ontario.
Build and sustain strong trusted relationships with pension plans endowments and other institutional investors.
Partner with Mercers investment consulting and product teams to design and deliver customized investment strategies.
Identify new business opportunities and lead efforts to expand Mercers 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.
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.
What makes you stand out:
Bachelors 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 Ontario 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.