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Investments Talent and Training Director

Investments Talent and Training Director

Marsh McLennanNew York, NY, US
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Investments Talent and Training Director

We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Louis, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.

As the Investments Talent and Training Director, you will lead the development and execution of talent strategies across the US Investments organization, focusing on recruitment, assessment, training, and development.

We will count on you to :

  • Collaborate with the Investment Client Office, HR, Learning & Development, and senior leadership to establish formal training protocols, success metrics, and career development pathways.
  • Report on talent development progress and provide strategic insights to senior leadership to support organizational growth and transformation.
  • Collaborate closely with the offshore investment team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture.
  • Opportunity to leverage your investment acumen to support a small number of investment clients.
  • Oversee talent profiles and talent assessment processes for investment professionals, including performance reviews, promotion decisions, and competency evaluations, working in partnership with the Wealth Leadership Team.
  • Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline.
  • Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives.
  • Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning, and professional growth.
  • Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions.
  • Foster a culture of continuous learning, accountability, and professional growth across the organization.

What you need to have :

  • A bachelor's degree in business, finance, economics.
  • Strong experience in talent, training, and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development.
  • Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change.
  • Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly.
  • A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth.

    • What makes you stand out? :

  • A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry.
  • Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context.
  • A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization.

    • 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.
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