Defined Contribution DC Consultant Senior Consultant
Defined Contribution DC Consultant Senior Consultant
Posted on :
19-04-2025
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1 Vacancy
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Job Description
Company:
MercerDescription:
We are seeking a talented individual to join our Wealth Investment Consulting team at Mercer. This role will be based in London and it is a hybrid role with a requirement of working at least three days a week in the office.
As a Defined Contribution (DC) Consultant / Senior Consultant you will be an integral member of a dynamic Canada Wealth team delivering afull range of services to institutional clients who sponsor or intend to set up a group retirement savings plan as well as work in a coconsulting capacity with other senior DC consultants in the delivery of complex advice to large DC clients.
We will count on you to:
- Act as primary consultant for a number of midsized to largesize clients
- Provide or with the support of other subject matter experts be actively involved in the delivery of advice to a wide range of institutional clients on all DC aspects including:
- Financial wellness
- Plan design and benefit adequacy evaluation
- Selection of record keepers and ongoing monitoring of overall DC plan operations; review of vendor contracts
- Establishment of project plans for DC plan implementations and management of timelines deliverables and budgets.
- Design of optimal investment structures as well as selection and ongoing monitoring of investment managers and funds
- Structuring of customized portfolio solutions
- Fee competitiveness assessment
- Plan governance process development implementation and ongoing application
- Compliance with regulatory requirements and other legal support
- Preparation or review of member communication materials as needed to supplement the materials provided by record keepers
- Elaboration of reports on special projects
- Build strong relationships with and manage all aspects of consulting relationships for assigned DC clients
- Contribute to business development for instance through direct client/prospect approach or by responding to requests for proposal for DC services participating in shortlist presentations and responding to requests and leads from colleagues in other lines of business
- Contribute to the expansion and ongoing maintenance of our DC intellectual capital
What you need to have:
- A bachelors degree in business finance economics or other businessrelated areas with strong quantitative and analytical course content
- 5 years of work experience for Consultant OR 8 years for Senior Consultant with Defined Contribution plans in the capacity of plan sponsor consultant or relationship manager with a recordkeeper
- Strong interpersonal and communication skills to successfully interact with clients and prospects
- Ability to engage in deeper conversations beyond traditional investment topics for meaningful change around financial wellbeing and plan governance
- Excellent analytical and project management skills
- Experience in client relationship management; a passion for delivering the best service to clients
- As required by financial markets regulators group annuity plans advisor designation or enrollment to achieve the certification within your first year will be expected
What makes you stand out
- Be comfortable working in an environment where change is certain as the DC market is rapidly changing and evolving
- CFA ASA or FICA certification
- Life License or Completion of the Life License Qualification Program
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 wellbeing.
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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