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Head of Clients, US Investment Solutions

Head of Clients, US Investment Solutions

MercerChicago, IL, US
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Overview

Mercer is seeking an experienced and strategic Head of Clients, US Investment Solutions to serve as a core leader within our US Investment Solutions business. This role will be based in the US with a preference for New York or Boston locations. This is a hybrid role that requires working at least three days a week in the office.

We are looking for a leader to shape and execute client engagement strategies that support long-term business growth, enhance client retention, and reinforce Mercer’s position as a premier provider of investment solutions.

What You Will Do

  • Lead the development and execution of a comprehensive US investment solutions client support strategy aligned with Mercer’s long-term growth objectives.
  • Design, implement, and oversee client retention strategies, including “at risk” client monitoring and loss budget management.
  • Develop toolkits and resources that empower consultants and lead relationship managers to effectively communicate Mercer’s client value proposition throughout the investment journey.
  • Continuously enhance the client experience across all touchpoints—from onboarding to reporting and digital engagement.
  • Ensure delivery of appropriate service levels that provide measurable client value while maintaining profitability.
  • Act as a central connector within the US investment business to integrate Mercer’s best ideas and services, supporting profitable growth and client retention.
  • Standardize processes and deliverables to ensure consistency, efficiency, and quality in client service.
  • Amplify key investment messages, including best ideas, platform updates, and reference portfolios, collaborating with relevant stakeholders on content and communication strategies.
  • Collaborate with stakeholders to define and refine messaging frameworks, identify gaps, and develop additional content to support client discussions.
  • Serve as a conduit between the US business and global research teams to influence the global research agenda and ensure alignment with US market needs.
  • Participate as a member of the global Investment Policy Committee and represent US interests on various investment committees and the US Event Response Team.
  • Strengthen feedback loops to circulate innovative ideas and enhance Mercer’s market position.
  • Lead, develop, and inspire a high-performing team, fostering individual achievement, career growth, and supporting diversity and inclusion initiatives.

What You Can Expect

  • The opportunity to contribute intellectual capital and leadership within a global organization addressing today’s and tomorrow’s toughest challenges.
  • Collaboration with dedicated colleagues and a supportive, human-centered work environment.
  • The chance to turn ideas into action and drive positive change in the investment solutions space.

    • Qualifications

  • Minimum 15+ years of industry experience with a strong background in client management, sales, or benefits.
  • Proven experience managing client relationships, including setting and managing client expectations.
  • Exceptional active listening skills, sensitivity to diverse audiences, and strong follow-up capabilities.
  • Demonstrated leadership skills with experience developing and managing high-performing teams.
  • Strong strategic thinking and communication skills, with the ability to influence at all organizational levels.
  • Experience working collaboratively across multiple stakeholders and functions.

    • 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 realize their investment objectives and shape the future of work. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman. For more information, visit mercer.com, or follow on LinkedIn and X.

    Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

    Marsh McLennan is committed to hybrid work, with a minimum of three days per week in the local office or onsite with clients. An anchor day may be identified for team in-person collaboration.

    The applicable base salary range for this role is $232,000 to $348,000. In addition to base pay, this position may be eligible for performance-based incentives. We offer a competitive total rewards package including health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs.

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    Head Of Investment • Chicago, IL, US