Carolinas/Virginia Wealth Office Practice Leader

Company:

Mercer

Description:

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

The Wealth Office Practice Leader will work with local Office Leader (OL) and ZPL on strategy and direction of business; participate as an active member of the local office leadership group delivering advice and consultation on the Wealth business related issues and strategy.

We will count on you to:

• Lead, manage, and oversee the Wealth Practice in the Carolinas and Virginia offices; implement US and Zone business strategy and plans; manage local office business financials and contribute to market financials by monitoring revenue growth, profitability, capacity utilization, conversion and client retention

• Generate revenue through acquisition of new clients, cross selling to current clients, and extension of current client engagements to new activities including conducting face to face meetings with potential clients (prospects); understanding all available products within the business and proactively reaching out to provide targeted information on how Mercer offerings will benefit specific client’s needs; drafts and edits materials for meeting preparation and RFP responses

• Update Zone Practice Leader of local office issues and status and escalate issues as needed

• Manage large-scale project teams to deliver quality results to clients; develop and monitor budgets and deadlines; oversee staff, delegate, and peer review all client work; interact with clients on a regular basis by leading client meetings, answering questions, overseeing edits or changes, and providing requested materials; and clarify and resolve unique and difficult issues related to client deliverables; and apply advanced professional and or technical expertise to client projects

• Supervise two or more employees as direct reports with full oversight for people management including, providing coaching and mentorship, managing performance, managing compensation and the year-end review process, colleague engagement, career development discussions, and ongoing learning and development opportunities.

• Inspire and create followership by sharing the vision for the future. Show commitment to strong core engagement by holding yourself and your leaders accountable for developing people to reach their full potential

• Identify and lead change initiatives by effectively translating what the change means for leaders and colleagues at all levels. Encourage transparent communication to gain commitment to the vision and successfully navigate challenges for long-term success

• Partner with Wealth Leadership, Consulting team Leader (CTL), and HR to lead year-end process (performance assessment, calibration, compensation) to ensure consistency in performance expectations and to deliver on our pay for performance approach

• Champion a culture of belonging across the business. Use a collaborative style to attract, engage and advance our talent for their best and highest use

• Actively build a strong talent pipeline, including sell the value of the firm externally, recruit the right people, properly onboard, build and develop succession plans for key roles, invest in and develop our best talent

• Act as a role model and leader for the Marsh McLennan code of conduct

What you need to have: 

• Bachelor’s degree required

• Strong sales and marketing skills plus the ability to market communication strengths successfully

• Excellent organizational, project management and leadership skills

• Min 15+ years industry experience, with proven ability in a consulting environment to generate revenue by acquiring new clients and experience managing and developing a team of professionals

What makes you stand out:

• Master’s degree

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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting 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.