Endowments and Foundations Investment Consultant

Marsh McLennan Agency; Phoenix (AZ); Hybrid; USD 122,000 - 245,000; Full time

Benefits offered by this job

Performance-based incentives

Health and welfare benefits

Tuition assistance

401K retirement plan

Job summary

Marsh Investments & Retirement within Marsh's People and Investments team seeks an experienced Investment Consultant in Phoenix. The role is client-facing, focused on Endowment and Foundation clients, with a growth-oriented practice and cross-team collaboration.

You will design and communicate investment solutions, including alternatives, mentor colleagues, and engage with clients to expand service scope. The position is hybrid with in-office days and a focus on client outcomes.

Qualifications

• Bachelor's degree in a relevant field
• CFA, CFP, CAIA or advanced degree preferred
• 7–15 years of related experience
• Proven client service history with endowment/foundation clients
• Ability to communicate traditional and alternative investments
• Experience presenting complex topics to clients
• Self-motivated team player
• Ability to manage multiple priorities in a dynamic environment
• Eagerness to stay current with investment industry trends
• Strong business development orientation

Responsibilities

• Work with clients’ staff, investment committees, and boards to deliver investment advice
• Design, develop, deliver, and communicate investment solutions for clients, including alternatives
• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting
• Mentor junior colleagues in their career development
• Engage with clients and prospective clients to grow the breadth of services
• Support Endowment and Foundation clients as part of the practice

Skills

Client relationship management

Investment knowledge

Communication skills

Presentation skills

Team leadership & mentoring

Business development

Multi-tasking & prioritization

Industry insight

Education

Bachelor's degree in a relevant field

CFA/CFP/CAIA or advanced degree

Job description

We are seeking a talented individual to join our Investments & Retirement team, part of our People and Investments business at Marsh. This role will be based in Seattle, Portland, San Francisco, Los Angeles, Phoenix, or Denver. This is a hybrid role that has a requirement of working at least three days a week in the office.

This is a client-facing Investment Consulting role that will work primarily with Endowment and Foundation clients, a focus growth investment practice.

We will count on you to:

• Work with clients’ staff, investment committees, and boards to deliver a spectrum of investment advice and solutions.

• Prior experience with Endowment and Foundation clients and experience with institutional clients will also be considered.

• Leverage your expertise to design, develop, deliver, and communicate investment solutions for clients, inclusive of alternative investments

• Collaborate across internal teams on investment strategy, portfolio management, research, marketing, sales, and consulting practice.

• Mentor junior colleagues in their career development.

• Engage with clients and prospective clients to grow the breadth of services we deliver to help them advance their missions.

What you need to have:

• A bachelor's degree preferably in a field relevant to this position

• CFA, CFP, CAIA or advanced degree preferred

• 7 - 15 years of experience related to this position

• A proven history of excellent client service, preferably with endowment and foundation clients

• Demonstrable communication of both traditional and alternative investments to clients

• Experience presenting complex topics to clients with varying levels of sophistication, across both traditional and alternative investments

• Self-motivation and proven ability to work well in a team environment

• Ability to manage multiple priorities and work in a rapidly changing and dynamic environment

• Eagerness to learn and keep up to date with the investment industry and market conditions

• A strong business development orientation, mainly through building and nurturing client relationships, participating in sales finals, and driving expansion opportunities.

What makes you stand out:

• Experience with leading relationships with complex clients,

• Growth oriented mindset

• Ability and desire to manage, motivate, and mentor junior-level colleagues

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, 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 [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.

The applicable base salary range for this role is $122,400 to $244,800.

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.