Senior Business Development Specialist
As a US Wealth Management Senior Business Development Specialist, you will play a crucial role in supporting the Mercer Wealth sales team in delivering exceptional service to clients and driving business growth. You will be responsible for providing administrative and operational support to the wealth management sales team, as well as playing a pivotal role in identifying and pursuing new business opportunities, building relationships with potential clients, and promoting our wealth management products and services. This is a hybrid position requiring three days in the office and can be based in multiple locations.
What can you expect?
- Work closely with senior sales professionals and relationship managers to drive operational activities that achieve sales and growth targets across Mercer's Wealth Solutions.
- Build a strategic understanding of the market and lead day-to-day operational processes related to client retention, expansion, and new business prospecting.
We will count on you to :
Collaborate with sales and commercial leadership on all aspects of sales and business development activities.Own key sales deliverables including new business proposals, pitch materials, and ad hoc tasks.Interface frequently with internal and external senior-level stakeholders and assist senior colleagues specializing in preferred markets or industries during advanced deal processes.Conduct in-depth, targeted market research using advanced market awareness and competitive insights to identify and target potential business opportunities.Support business development projects such as product launches, marketing initiatives, go-to-market strategies, and market intelligence.Assist with pipeline management and align stakeholders to progress sales opportunities.Liaise with portfolio management, operational, marketing, and consulting teams to deliver high-quality sales collateral.Explore data analytics to boost win rates.Champion Mercer's investment and implementation capabilities through internal and external sales content dissemination and promotion.What you need to have :
At least 3 years of investment / asset management experience, including sales support.Strong motivation to learn and succeed in a business development-oriented role.Proven ability to manage multiple projects, stakeholders, and deliverables simultaneously.Creative thinker with high standards for output.High proficiency in MS Office tools such as Word, Excel, and PowerPoint.What makes you stand out :
Multiple years of experience in wealth sales support or business development.Understanding of the institutional investment landscape and sales process.Intellectual agility to simplify problems and identify opportunities.Experience preparing business proposals for presentation.CFA and Actuarial candidates are highly regarded.Series 7 and / or 63 license is a plus.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.