Pursuit Manager, Investments

Mercer; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Job summary

Marsh in Australia is seeking a Pursuit Manager, Investments to join the Sales team. Based in Melbourne or Sydney, this hybrid role requires on-site work at least three days per week and focuses on end-to-end pursuit strategy and delivery for investment opportunities across private markets, ESG, capital markets and superannuation.

You will coordinate contributors, develop modular assets, ensure accurate materials, and align content with pursuit strategy.

Qualifications

• Experience in professional services, proposal or pursuit management, sales enablement or client service.
• Experience leading complex pursuits and managing proposal delivery end to end.
• Ability to work with subject matter experts on technical investment content and client messaging.
• Strong written and verbal communication skills.

Responsibilities

• Lead pursuit planning for identified opportunities, including opportunity plans, schedules, win themes and action trackers aligned to client needs and Marsh's value proposition.
• Manage pursuit delivery end to end, coordinating contributors, deadlines and polished collateral to support proposals and meetings.
• Develop, edit and maintain modular assets, templates and centralised investment content for consistent tailoring across pursuits.
• Work with sales, investment specialists and Design to ensure materials are accurate, aligned to pursuit strategy and tailored to the client.
• Apply quality controls and content standards to improve consistency, efficiency and reusability across the team.
• Build relationships with local practice areas, business development and other stakeholders to capture subject matter input and lessons learned.
• Contribute to continuous improvement in pursuit processes, the content library and team knowledge sharing.

Skills

Pursuit management

Proposal production

Client communication

Education

Finance/Investment degree or equivalent

Job description

We are seeking a talented individual to join Marsh's Sales team. This role will be based in Melbourne or Sydney. This is a hybrid role that has a requirement of working at least three days a week in the office.

Pursuit Manager, Investments

You will support end-to-end pursuit strategy and delivery for key investment opportunities, working closely with sales, investment specialists and Design. The role focuses on clear messaging, reusable content and efficient processes to help improve win rates across a range of investment topics, including private markets, ESG, capital markets and superannuation.

We will count on you to:

• Lead pursuit planning for identified opportunities, including opportunity plans, schedules, win themes and action trackers aligned to client needs and Marsh's value proposition
• Manage pursuit delivery end to end, coordinating contributors, deadlines and polished collateral to support proposals and meetings
• Develop, edit and maintain modular assets, templates and centralised investment content for consistent tailoring across pursuits
• Work with sales, investment specialists and Design to ensure materials are accurate, aligned to pursuit strategy and tailored to the client
• Apply quality controls and content standards to improve consistency, efficiency and reusability across the team
• Build relationships with local practice areas, business development and other stakeholders to capture subject matter input and lessons learned
• Contribute to continuous improvement in pursuit processes, the content library and team knowledge sharing

What you need to have:

• Relevant experience in professional services, proposal or pursuit management, sales enablement or client service
• Experience leading complex pursuits and managing proposal production end to end
• Demonstrated ability to work with subject matter experts on technical investment content and client-facing materials
• Good written and verbal communication skills, with the ability to turn technical information into clear client messaging

What makes you stand out:

• Tertiary qualifications in Finance, Investment Management or a related field, or equivalent experience
• Experience developing modular content, templates and centralised content libraries
• Proficiency in PowerPoint and Word

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

About Marsh:

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to creating 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 law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.

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.

R_360387