Mercer
Overview
Investments Talent and Training Director – Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Louis, or Atlanta. This is a hybrid role that requires working at least three days a week in the office. As the Investments Talent and Training Director, you will lead the development and execution of talent strategies across the US Investments organization, focusing on recruitment, assessment, training, and development. Responsibilities
Collaborate with the Investment Client Office, HR, Learning & Development, and senior leadership to establish formal training protocols, success metrics, and career development pathways. Report on talent development progress and provide strategic insights to senior leadership to support organizational growth and transformation. Collaborate closely with the offshore investments team, working as one team to align talent strategies & training, share best practices, and foster a unified organizational culture. Leverage your investment acumen to support a small number of investment clients. Oversee talent profiles and talent assessment processes for investment professionals, including performance reviews, promotion decisions, and competency evaluations, in partnership with the Wealth Leadership Team. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning, and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. Qualifications
A bachelor’s degree in business, finance, economics, or related field. Strong experience in talent, training, and people management within the investment or financial services sector, with emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. Experience supporting investment clients directly or as a consultant, enabling understanding of client needs and tailoring talent solutions accordingly. Demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. Standout Qualities
Deep insider understanding of the competitive landscape and talent challenges unique to the investments industry. Proven track record of designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. Strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team
Professional development opportunities, engaging work, and supportive leaders to help you be your best. A vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Career opportunities with a range of benefits and rewards to support well-being. About Mercer / Marsh McLennan
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. For more information, visit mercer.com, 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, 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 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 $162,000 to $324,000. 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. R_323400 Rationale: This description has been reformatted for clarity and accessibility using only permitted HTML tags and structured sections while preserving the original content and intent. It includes clear sections for overview, responsibilities, qualifications, standout qualities, and benefits, and retains the EEO and accommodation information needed for compliance.
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Investments Talent and Training Director – Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Louis, or Atlanta. This is a hybrid role that requires working at least three days a week in the office. As the Investments Talent and Training Director, you will lead the development and execution of talent strategies across the US Investments organization, focusing on recruitment, assessment, training, and development. Responsibilities
Collaborate with the Investment Client Office, HR, Learning & Development, and senior leadership to establish formal training protocols, success metrics, and career development pathways. Report on talent development progress and provide strategic insights to senior leadership to support organizational growth and transformation. Collaborate closely with the offshore investments team, working as one team to align talent strategies & training, share best practices, and foster a unified organizational culture. Leverage your investment acumen to support a small number of investment clients. Oversee talent profiles and talent assessment processes for investment professionals, including performance reviews, promotion decisions, and competency evaluations, in partnership with the Wealth Leadership Team. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning, and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. Qualifications
A bachelor’s degree in business, finance, economics, or related field. Strong experience in talent, training, and people management within the investment or financial services sector, with emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. Experience supporting investment clients directly or as a consultant, enabling understanding of client needs and tailoring talent solutions accordingly. Demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. Standout Qualities
Deep insider understanding of the competitive landscape and talent challenges unique to the investments industry. Proven track record of designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. Strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team
Professional development opportunities, engaging work, and supportive leaders to help you be your best. A vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Career opportunities with a range of benefits and rewards to support well-being. About Mercer / Marsh McLennan
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. For more information, visit mercer.com, 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, 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 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 $162,000 to $324,000. 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. R_323400 Rationale: This description has been reformatted for clarity and accessibility using only permitted HTML tags and structured sections while preserving the original content and intent. It includes clear sections for overview, responsibilities, qualifications, standout qualities, and benefits, and retains the EEO and accommodation information needed for compliance.
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