Savings Plans Consulting Leader

Marsh Agency; Monterrey, Región Centro; Hybrid; MXN 900,000 - 1,800,000; Full time

Job summary

Marsh Agency seeks a senior leader to head the Savings Plan Consulting practice in Mexico, driving strategy, market positioning, and client value. You will serve as the technical authority on savings funds, navigate regulatory considerations, and propel revenue growth across the country.

You will lead a team of consultants, develop relationships with corporate clients, and work in a hybrid model with in-office days. Advanced English and AMIB familiarity are valued assets.

Qualifications

• Proven experience in savings funds or related financial/benefits consulting.
• Strong business development and consultative sales with corporate clients.
• Solid understanding of regulatory and investment aspects of savings fund solutions.
• Experience leading client relationships and teams.
• Advanced business English is required.
• Willingness to travel within Mexico (≈ once a month).
• AMIB certification desirable or ability to obtain.

Responsibilities

• Lead and grow the Savings Plan Consulting practice in Mexico.
• Serve as the technical authority on savings funds, with understanding of regulatory framework and investment components.
• Drive commercial growth by selling the solution to clients and expanding relationships.
• Build credibility and internal visibility across Marsh as go-to resources for savings fund opportunities.
• Lead and develop a team of consulting professionals with a collaborative, high-performance culture.

Skills

Executive presence

Communication

Relationship-building

Stakeholder management

Advanced business English

Travel within Mexico

AMIB certification desirable

Education

Bachelor’s degree in business, finance, economics, actuarial science, law, or related field

Job description

Work Model: Hybrid (at least 3 days per week in the office) Mercer a business by Marsh is seeking an outstanding professional to lead and grow our Savings Plan Consulting practice in Mexico (Location: México City, Monterrey or Guadalajara) This is a unique opportunity to shape a high-impact solution that creates value for clients while strengthening employees’ financial wellbeing and savings culture across the country.

Work Model: Hybrid (at least 3 days per week in the office)

What Can You Expect

• Lead and grow the practice by owning the strategy, market positioning, client value proposition, revenue growth, profitability, and overall quality of delivery of Marsh’s savings fund solution.
• Serve as the technical authority on savings funds, with strong understanding of the regulatory framework, market application, operating model, governance, and the investment-related component of the solution.
• Drive commercial growth by selling the solution directly to clients, expanding existing relationships, and partnering with Marsh consultants to identify, develop, and close opportunities across the organization.
• Build strong credibility and internal visibility so colleagues across Marsh recognize both you and the solution as go-to resources, and actively bring savings fund opportunities to their clients.
• Lead and develop a team of consulting professionals, setting clear direction, coaching talent, and fostering a collaborative, high-performance culture aligned with Marsh’s values.

What You Need To Have

• Bachelor’s degree in business, finance, economics, actuarial science, law, or a related field.
• Proven experience in savings funds, employee savings or financial wellbeing solutions, retirement, investments, or related financial/benefits consulting areas.
• Strong track record in business development and consultative sales with corporate clients.
• Solid understanding of the regulatory and investment-related aspects of savings fund solutions.
• Experience leading client relationships, complex initiatives, and ideally teams.
• Strong executive presence, communication, relationship-building, and stakeholder management skills.
• Advanced business English is required.
• Availability to travel within Mexico as business needs require (no more than once a month maybe more just at the beggining
• AMIB certification is highly desirable, or the ability to obtain/maintain the certification required for the role.

What Makes You Stand Out

• Experience in consulting, financial services, wealth, retirement, or employee benefits.
• Ability to position savings funds and financial wellbeing not only as a financial solution, but as a meaningful way for HR leaders to strengthen their employee value proposition.
• Strong ability to influence cross-functional stakeholders in a matrix organization.
• Experience building internal networks that translate into commercial momentum and market visibility.
• A growth mindset, strong ownership, and the ability to combine strategy with execution.

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 providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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.

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.