Finance Director providing strategic financial leadership in UK technology firm. Overseeing financial management, governance functions, and compliance with UK regulatory frameworks.
About the role
- Sales Leader for Institutional Investments at Mercer, focusing on growth in Western Canadian markets. Driving client engagement and delivering tailored investment solutions for institutional clients.
Responsibilities
- Develop and execute strategic sales plans to grow Mercer’s institutional investment business in Western Canada.
- Build and sustain strong, trusted relationships with pension plans, endowments, and other institutional investors.
- Partner with Mercer’s investment consulting and product teams to design and deliver customized investment strategies.
- Identify new business opportunities and lead efforts to expand Mercer’s client footprint.
- Represent Mercer at industry forums, enhancing our brand and thought leadership.
- Stay abreast of market trends and regulatory developments to provide clients with timely, relevant insights.
Requirements
- Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
- Demonstrated success in institutional investment sales or business development within the Canadian market.
- Deep understanding of institutional investment products, asset classes, and client needs.
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred.
Benefits
- health and welfare benefits
- tuition assistance
- retirement programs
- employee assistance programs
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