Investments Talent and Training Director
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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. It is a hybrid role requiring work in the office at least three days per week.
Responsibilities
- 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 investments 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.
Qualifications
A bachelor's degree in business, finance, economics, or a related field.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.Desired Skills
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.Benefits
Professional development opportunities, interesting work and supportive leaders.A vibrant and inclusive culture with talented colleagues to create new solutions and have impact for colleagues, clients and communities.A range of career opportunities and benefits and rewards to enhance well‑being.The applicable base salary range for this role is $162,000 to $324,000. In addition, 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, 401(k) savings and other retirement programs, as well as employee assistance programs.
Marsh McLennan 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, etc. If you have a need that requires accommodation, please contact reasonableaccommodations@mmc.com.
Marsh McLennan 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 colleagues are expected to be in their local office or working onsite with clients at least three days per week.
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