Job Description
Full job description
We are seeking a talented individual to join our US Wealth Leadership team at Mercer. This role will be based in the US. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Wealth Management Segment Leader in the U.S. is a critical business role responsible for developing and leading the next stage of growth for Wealth Management at Mercer. This role involves setting strategic direction, achieving financial results, and serving as the commercial leader and face of the business both internally and externally.
We will count on you to:
Achieve financial results including revenue, profit, and sales for the Wealth Management segment
Serve as the commercial leader responsible for day-to-day business decisions and execution of segment strategic and tactical priorities
Set strategic direction including segmentation, value proposition, and competitive positioning
Manage direct reports and influence key partners in sales, local offices, and other segments
Develop and manage talent within the segment
Support broader US Investments leadership objectives and collaborate with Wealth Management Segment Leaders in other regions, including the Global Leader for Wealth Management
Drive cross-Marsh collaboration to unlock additional opportunities
Lead product design and development, model portfolios, private market solutions, and strategic partnerships on both branded and "white-label" bases
What you need to have:
Deep understanding and experience navigating the rapid evolution of product and distribution in U.S. Wealth Management, especially in alternative investments, model portfolios, and RIA aggregators
Proven ability to develop a robust multi-year strategy including market analysis, competitive analysis, proposition development, financial modeling, and resourcing
Experience designing and negotiating strategic partnerships that favor and protect Mercer
Track record of executing and implementing strategic partnerships balancing business urgency with risk
Proven product development and management experience, including navigating complex needs of SEC regulated products
Ability to design, build, hire, and manage a "wholesale" force and related infrastructure to generate demand for Mercer’s products and solutions
Experience directing and executing related technology, marketing, and collateral support
Ability to identify and elevate potential inorganic growth opportunities in the segment
What makes you stand out:
Demonstrated success in leading growth initiatives in Wealth Management segments
Strong commercial acumen combined with strategic and operational leadership skills
Ability to build and lead high-performing teams and foster collaboration across multiple stakeholders
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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh 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, ****** orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Marsh 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 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 $232,000 to $348,000.
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.
We are seeking a talented individual to join our US Wealth Leadership team at Mercer. This role will be based in the US. This is a hybrid role that has a requirement of working at least three days a week in the office.
The Wealth Management Segment Leader in the U.S. is a critical business role responsible for developing and leading the next stage of growth for Wealth Management at Mercer. This role involves setting strategic direction, achieving financial results, and serving as the commercial leader and face of the business both internally and externally.
We will count on you to:
Achieve financial results including revenue, profit, and sales for the Wealth Management segment
Serve as the commercial leader responsible for day-to-day business decisions and execution of segment strategic and tactical priorities
Set strategic direction including segmentation, value proposition, and competitive positioning
Manage direct reports and influence key partners in sales, local offices, and other segments
Develop and manage talent within the segment
Support broader US Investments leadership objectives and collaborate with Wealth Management Segment Leaders in other regions, including the Global Leader for Wealth Management
Drive cross-Marsh collaboration to unlock additional opportunities
Lead product design and development, model portfolios, private market solutions, and strategic partnerships on both branded and "white-label" bases
What you need to have:
Deep understanding and experience navigating the rapid evolution of product and distribution in U.S. Wealth Management, especially in alternative investments, model portfolios, and RIA aggregators
Proven ability to develop a robust multi-year strategy including market analysis, competitive analysis, proposition development, financial modeling, and resourcing
Experience designing and negotiating strategic partnerships that favor and protect Mercer
Track record of executing and implementing strategic partnerships balancing business urgency with risk
Proven product development and management experience, including navigating complex needs of SEC regulated products
Ability to design, build, hire, and manage a "wholesale" force and related infrastructure to generate demand for Mercer’s products and solutions
Experience directing and executing related technology, marketing, and collateral support
Ability to identify and elevate potential inorganic growth opportunities in the segment
What makes you stand out:
Demonstrated success in leading growth initiatives in Wealth Management segments
Strong commercial acumen combined with strategic and operational leadership skills
Ability to build and lead high-performing teams and foster collaboration across multiple stakeholders
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 is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh 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, ****** orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Marsh 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 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 $232,000 to $348,000.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Management Segment Leader position is now open for candidates interested in the MIS Executive sector. This role in Phoenix offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.