Client Service Director Delegated Solutions

Toronto - Canada

Monthly Salary: $ 125400 - 208000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Company:

Mercer

Description:

We are seeking a talented individual to join our Delegated Solutions team at Mercer. This role will be based in Toronto Calgary or Vancouver. This is a hybrid role that has a requirement of working at least three days a week in the office.

Mercer has an opportunity for a Senior Client Service Professional in our Delegated Solutions group. Delegated Solutions involves the outsourced investment management of institutional assets. Mercer hires underlying investment managers within each of our funds and we provide consulting services and fund oversight. This portion of our business is growing rapidly.

We will count on you to:

Communicate all asset management and reporting services to Mercer Global Investment Canada Limiteds (MGI) clients including contributing to quarterly report commentary drafting fund change announcements and responding to client requests
Manage relationships to support lasting client partnerships
Work with the reporting team to peer review finalize and deliver monthly/quarterly performance reports to clients
Coordinate and/or attend client meetings across Canada including presentations to investment committees
Participate in MGIs investment team meetings and meetings with sub-advisors to understand capital markets and fund performance to explain to clients
Contribute to preparation of client investment guidelines and strategy working closely with clients and MGIs portfolio management team
Support operations team with audit requests and assist consulting team with client portfolio asset mix/fund changes ensuring suitability requirements
Actively participate in new client onboarding and liaise with new clients on transitions to MGI platform
Support legal team in updating client legal documentation and coordinate completion of legal and compliance documents
Facilitate clients subscription to private market funds
Support delivery of advisory services including asset allocation reviews de-risking and interest rate risk management analyses
Collaborate with Mercer colleagues on bundled client relationships involving asset management and actuarial/administration services
Work on special projects as required

What you need to have:

Bachelor degree combined with MBA and/or CFA or CIM designations strongly preferred
Registration as an advising representative with Ontario Securities Commission Alberta Securities Commission or BC Financial Services Authority required
Excellent written and verbal communication skills with ability to simplify complex concepts for groups
Excellent technical skills especially advanced Excel; experience with MS-Access is an asset
Advanced understanding of portfolio performance and attribution strongly preferred
Minimum five (5) years of client-facing experience in the investment field with an investment manager or consulting firm
Pension background desirable (understanding of pension liabilities)

What makes you stand out:

Experience with open & closed-ended alternative investments strongly preferred
French fluency is considered a strong asset

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.

Mercer a business of Marsh McLennan (NYSE: MMC) is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties gender orientation or expression marital status nationality parental status personal or social status political affiliation race religion and beliefs sex/gender sexual orientation or expression skin color or any other characteristic protected by applicable accordance with the Accessibility for Ontarians with Disabilities Act 2005 Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

Marsh McLennan is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

The applicable base salary range for this role is $125400 to $208000.

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 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.

Required Experience:

Director

Company:MercerDescription:We are seeking a talented individual to join our Delegated Solutions team at Mercer. This role will be based in Toronto Calgary or Vancouver. This is a hybrid role that has a requirement of working at least three days a week in the office.Mercer has an opportunity for a Sen...

Company:

Mercer

Description:

We will count on you to:

Communicate all asset management and reporting services to Mercer Global Investment Canada Limiteds (MGI) clients including contributing to quarterly report commentary drafting fund change announcements and responding to client requests
Manage relationships to support lasting client partnerships
Work with the reporting team to peer review finalize and deliver monthly/quarterly performance reports to clients
Coordinate and/or attend client meetings across Canada including presentations to investment committees
Participate in MGIs investment team meetings and meetings with sub-advisors to understand capital markets and fund performance to explain to clients
Contribute to preparation of client investment guidelines and strategy working closely with clients and MGIs portfolio management team
Support operations team with audit requests and assist consulting team with client portfolio asset mix/fund changes ensuring suitability requirements
Actively participate in new client onboarding and liaise with new clients on transitions to MGI platform
Support legal team in updating client legal documentation and coordinate completion of legal and compliance documents
Facilitate clients subscription to private market funds
Support delivery of advisory services including asset allocation reviews de-risking and interest rate risk management analyses
Collaborate with Mercer colleagues on bundled client relationships involving asset management and actuarial/administration services
Work on special projects as required

What you need to have:

Bachelor degree combined with MBA and/or CFA or CIM designations strongly preferred
Registration as an advising representative with Ontario Securities Commission Alberta Securities Commission or BC Financial Services Authority required
Excellent written and verbal communication skills with ability to simplify complex concepts for groups
Excellent technical skills especially advanced Excel; experience with MS-Access is an asset
Advanced understanding of portfolio performance and attribution strongly preferred
Minimum five (5) years of client-facing experience in the investment field with an investment manager or consulting firm
Pension background desirable (understanding of pension liabilities)

What makes you stand out:

Experience with open & closed-ended alternative investments strongly preferred
French fluency is considered a strong asset

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 $125400 to $208000.

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.

Required Experience:

Director

Key Skills

Organizational Management
Presentation Skills
Agile
SAFe
AWS
Solution Architecture
Conflict Management
Data Management
Scrum
Team Management
Pre-sales
Management Consulting

Apply Now

About Company

Marsh McLennan

Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.

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