Institutional Investments Sales Leader

Marsh; Montreal; Hybrid; CAD 140,000 - 190,000; Full time

Job summary

Mercer in Montreal is seeking an Institutional Investments Sales Leader for Eastern Canada to drive growth by delivering tailored investment solutions to institutional clients. You will lead client engagement, develop strategic sales plans, and collaborate with Mercer’s investment consulting teams across the region.

This hybrid role requires 7–10 years in institutional investment sales in Canada, fluency in French and English, and a proven ability to manage complex sales cycles and build

Qualifications

• Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
• Demonstrated success in institutional investment sales or business development within the Canadian market.
• Deep understanding of institutional investment products, asset classes, and client needs.
• Exceptional communication and relationship-building skills with the ability to influence senior stakeholders.
• Collaborative mindset with a passion for delivering client-centric solutions.
• Self-driven, strategic thinker with a strong track record of achieving sales targets.
• Excellent communication and presentation skills in French and English.

Responsibilities

• Develop and execute strategic sales plans to grow Mercer’s institutional investment business in Eastern Canada.
• Build and sustain strong, trusted relationships with pension plans, endowments, and other institutional investors.
• Partner with Mercer’s investment consulting and product teams to design and deliver customized investment strategies.
• Identify new business opportunities and lead efforts to expand Mercer’s client footprint.
• Represent Mercer at industry forums, enhancing our brand and thought leadership.
• Stay abreast of market trends and regulatory developments to provide clients with timely, relevant insights.
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.

Skills

Institutional investment sales

Relationship-building

Senior stakeholder influence

French & English communication

Strategic sales planning

Education

Bachelor's degree in Finance, Business, Economics or related field

Advanced degree or professional designation (CFA/CAIA/ CFP) preferred

Tools

CRM tools

Microsoft Office

Job description

We are seeking a talented individual to join our Institutional Investment Sales team at Mercer. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in the office.

As Mercer’s Institutional Investments Sales Leader for Eastern Canada, you will play a pivotal role in advancing our market presence by delivering innovative investment solutions tailored to the unique needs of institutional clients. You will lead client engagement efforts, foster trusted advisor relationships, and collaborate closely with Mercer’s investment consulting teams to drive growth and deepen client impact across the region.

We will count on you to:

• Develop and execute strategic sales plans to grow Mercer’s institutional investment business in Eastern Canada.
• Build and sustain strong, trusted relationships with pension plans, endowments, and other institutional investors.
• Partner with Mercer’s investment consulting and product teams to design and deliver customized investment strategies.
• Identify new business opportunities and lead efforts to expand Mercer’s client footprint.
• Represent Mercer at industry forums, enhancing our brand and thought leadership.
• Stay abreast of market trends and regulatory developments to provide clients with timely, relevant insights.
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.

What you need to have:

• Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
• Demonstrated success in institutional investment sales or business development within the Canadian market.
• Deep understanding of institutional investment products, asset classes, and client needs.
• Exceptional communication and relationship-building skills with the ability to influence senior stakeholders.
• Collaborative mindset with a passion for delivering client‑centric solutions.
• Self‑driven, strategic thinker with a strong track record of achieving sales targets.
• Excellent communication and presentation skills in French and English, as the position requires regular interaction with clients outside of Quebec, as well as collaboration with other members of the Mercer team outside of Canada.

What makes you stand out:

• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred
• Proven ability to manage complex sales cycles and close large institutional mandates.
• Strong knowledge of Canadian pension plans, endowments, foundations, and regulatory environment.
• Excellent presentation, negotiation, and interpersonal skills.
• Willingness to travel within Eastern Canada as required.
• Proficiency with CRM tools and Microsoft Office suite.

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.

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 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 law. In accordance with applicable legislation, Marsh 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 individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [e-mail]

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.