Defined Contribution Delegated Client Service

Company:

Mercer

Description:

We are seeking a talented individual to join our Delegated Solutions team at Mercer. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.

Delegated Solutions involves the outsourced investment management of institutional assets. Mercer hires underlying investment managers within each of our funds and we provide consulting services and fund oversight. This portion of our business is growing rapidly with over 100% growth over the past five (5) calendar years in assets under management. This role will support the delivery to our growing Delegated Defined Contribution clients.

We will count on you to:

• Communication of all asset management, and reporting services to Mercer Global Investment Canada Limited’s (MGI) clients. This includes: (1) Coordinating production of and writing of the commentary within quarterly reports; (2) Drafting announcements of changes to funds; (3) Responding to ongoing client requests 4) Working with consultants to deliver a cohesive client experience

• Relationship management that supports lasting relationships with clients

• Coordinating and/or attendance at client meetings (across Canada) including making presentations to investment committees

• Work and communicate key messages to clients ranging from simplified to more complex and sophisticated investment committees

• Participating in MGI's investment team meetings and meetings with sub-advisors to understand capital markets performance, performance of MGI's funds including the underlying investment managers in order to explain performance to clients

• Help ensure new clients come on board smoothly

• Supporting delivery of investment advisory services to clients

• Work closely with Mercer colleagues, in other businesses, on bundled client relationships where we may be providing asset management and actuarial and/or administration services

• Work on special projects as required

What you need to have:

• A Bachelor degree combined with a MBA and/or the CFA designation are strongly preferred

• Registration (Ontario Securities Commission) as an advising representative is required

• Excellent written and verbal communication skills. Ability to simplify complex concepts and present them to a group

• Minimum five (5) years of experience in the investment field either with an investment manager or with a consulting firm in a client facing capacity

• Defined Contribution pension or savings background is desirable (i.e. an understanding of typical investment strategies like target date funds )

What makes you stand out?

• Strong institutional investment knowledge of the defined contribution market

• Demonstrated experience in delivering quarterly investment performance reporting

• Experience engaging with sophisticated investment committees

• Bilingual in English and French is desirable

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, shape the future of work and enhance health and retirement outcomes for their people. 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. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. 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. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, 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 Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.