Senior Investment Consultant - DC Pensions

MARSH & MCLENNAN COMPANIES, INC; Camden Town; On-site; GBP 70,000 - 90,000; Full time

Job summary

A global consulting firm in Camden Town is seeking a Senior Investment Consultant to provide investment advice to large clients in the DC pensions sector. The ideal candidate has relevant professional qualifications and experience in consultancy or a leadership role, possessing excellent client relationship management skills. You will work in a vibrant and inclusive culture, with professional development opportunities and a focus on well-being.

Benefits

Professional development opportunities

Supportive leaders

Inclusive culture

Qualifications

• Experience providing investment advice in a Defined Contributions consultancy.
• Strong knowledge of investment products and the DC pensions market.
• Ability to develop strong working relationships with clients and colleagues.

Responsibilities

• Provide investment advice to institutional clients on investment objectives.
• Evaluate investment strategies and their impact for large clients.
• Maintain and grow business relationships through networking.

Skills

Investment advice

Client relationship management

Communication skills

Education

Relevant professional qualification such as IMC, FIA/FFA or CFA

Job description

Company: Mercer

Senior Investment Consultant (DC Pensions)

Mercer is seeking a Senior Investment Consultant to join our specialist and fully integrated UK DC Pensions team. You will be responsible for providing investment advice on our larger and more complex clients. Mercer has one of the largest teams in the UK and we understand that the market landscape is changing at an unprecedented pace. Customer and client expectations are constantly evolving, companies are merging at historic rates and technology is developing faster than the market can keep up with. That’s why we need to ensure we are leading by example and we do this by being true drivers of change through educating, providing tools and services to optimise employer retirement outcome. This role has been hand‑crafted to do just that!

Responsibilities

• Provide investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers and the monitoring of investments
• Create and evaluate investment strategies and their impact for large and jumbo market clients
• Build new and develop existing business through maintaining relationships, networking, attending events and seminars as a knowledgeable expert in DC
• Grow a book of retainer and project relationships through new business presentations, RFP responses and joint calling with other colleagues, both within IC and cross‑LOB
• Maintain marketplace visibility through public speaking engagements, participating in professional societies and publishing articles in appropriate trade journals
• Create project work plans and monitor timeline and budgets
• Determine clients’ requirements and brief the team as appropriate, providing direction and guidance to ensure deadlines and service standards are met
• Peer‑review reports, adding client‑specific information and ensuring client suitability

Qualifications

• Relevant professional qualification such as IMC, FIA/FFA or CFA
• Experience providing investment advice in a Defined Contributions consultancy and/or leadership role (or similar)
• Knowledge of investment products and distribution specifically in the DC pensions market
• Excellent client and communication skills and managing client relationships

What makes you stand out?

Ability to develop strong working relationships with colleagues, clients and provider contacts at all levels. A commercial focus with excellent client consulting skills.

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 realise their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We are an equal‑opportunity employer and are committed to providing reasonable adjustments for candidates with disabilities. If you have a disability that may require reasonable adjustments, please contact us at [e-mail].