Mercer
Head of Clients, US Investment Solutions
Mercer is seeking an experienced and strategic Head of Clients, US Investment Solutions to serve as a core leader within our US Investment Solutions business. This role is pivotal in shaping and executing client engagement strategies that support long-term business growth, enhance client retention, and reinforce Mercer’s position as the premier provider of investment solutions. This is a hybrid role that has a requirement of working at least three days a week in the office, with a preference for New York or Boston locations. What You Will Do
Lead the development and execution of a comprehensive US investment solutions client support strategy aligned with Mercer’s long-term growth objectives. Design, implement, and oversee client retention strategies, including ‘at risk’ client monitoring and loss budget management. Develop toolkits and resources that empower consultants and lead relationship managers to effectively communicate Mercer’s client value proposition throughout the investment journey. Continuously enhance the client experience across all touchpoints—from onboarding to reporting and digital engagement. Ensure delivery of appropriate service levels that provide measurable client value while maintaining profitability. Act as a central connector within the US investment business to integrate Mercer’s best ideas and services, supporting profitable growth and client retention. Standardize processes and deliverables to ensure consistency, efficiency, and quality in client service. Amplify key investment messages, including best ideas, platform updates, and reference portfolios, collaborating with relevant stakeholders on content and communication strategies. Collaborate with stakeholders to define and refine messaging frameworks, identify gaps, and develop additional content to support client discussions. Serve as a conduit between the US business and global research teams to influence the global research agenda and ensure alignment with US market needs. Participate as a member of the global Investment Policy Committee and represent US interests on various investment committees and the US Event Response Team. Strengthen feedback loops to circulate innovative ideas and enhance Mercer’s market position. Lead, develop, and inspire a high-performing team, fostering individual achievement, career growth, and supporting diversity and inclusion initiatives. What You Can Expect
The opportunity to contribute intellectual capital and leadership within a global organization addressing today’s and tomorrow’s toughest challenges. Collaboration with dedicated colleagues and foster a supportive, human-centered work environment. The chance to turn ideas into action and drive positive change in the investment solutions space. Qualifications
Minimum 15+ years of industry experience with a strong background in client management, sales, or benefits. Proven experience managing client relationships, including setting and managing client expectations. Exceptional active listening skills, sensitivity to diverse audiences, and strong follow-up capabilities. Demonstrated leadership skills with experience developing and managing high-performing teams. Strong strategic thinking and communication skills, with the ability to influence at all organizational levels. Experience working collaboratively across multiple stakeholders and functions. 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 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. 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, veteran status (including protected veterans), or any other characteristic protected by applicable law.
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Mercer is seeking an experienced and strategic Head of Clients, US Investment Solutions to serve as a core leader within our US Investment Solutions business. This role is pivotal in shaping and executing client engagement strategies that support long-term business growth, enhance client retention, and reinforce Mercer’s position as the premier provider of investment solutions. This is a hybrid role that has a requirement of working at least three days a week in the office, with a preference for New York or Boston locations. What You Will Do
Lead the development and execution of a comprehensive US investment solutions client support strategy aligned with Mercer’s long-term growth objectives. Design, implement, and oversee client retention strategies, including ‘at risk’ client monitoring and loss budget management. Develop toolkits and resources that empower consultants and lead relationship managers to effectively communicate Mercer’s client value proposition throughout the investment journey. Continuously enhance the client experience across all touchpoints—from onboarding to reporting and digital engagement. Ensure delivery of appropriate service levels that provide measurable client value while maintaining profitability. Act as a central connector within the US investment business to integrate Mercer’s best ideas and services, supporting profitable growth and client retention. Standardize processes and deliverables to ensure consistency, efficiency, and quality in client service. Amplify key investment messages, including best ideas, platform updates, and reference portfolios, collaborating with relevant stakeholders on content and communication strategies. Collaborate with stakeholders to define and refine messaging frameworks, identify gaps, and develop additional content to support client discussions. Serve as a conduit between the US business and global research teams to influence the global research agenda and ensure alignment with US market needs. Participate as a member of the global Investment Policy Committee and represent US interests on various investment committees and the US Event Response Team. Strengthen feedback loops to circulate innovative ideas and enhance Mercer’s market position. Lead, develop, and inspire a high-performing team, fostering individual achievement, career growth, and supporting diversity and inclusion initiatives. What You Can Expect
The opportunity to contribute intellectual capital and leadership within a global organization addressing today’s and tomorrow’s toughest challenges. Collaboration with dedicated colleagues and foster a supportive, human-centered work environment. The chance to turn ideas into action and drive positive change in the investment solutions space. Qualifications
Minimum 15+ years of industry experience with a strong background in client management, sales, or benefits. Proven experience managing client relationships, including setting and managing client expectations. Exceptional active listening skills, sensitivity to diverse audiences, and strong follow-up capabilities. Demonstrated leadership skills with experience developing and managing high-performing teams. Strong strategic thinking and communication skills, with the ability to influence at all organizational levels. Experience working collaboratively across multiple stakeholders and functions. 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 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. 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, veteran status (including protected veterans), or any other characteristic protected by applicable law.
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