Investments Sales Director

Company:

Mercer

Description:

We are seeking a dynamic and talented individual to join our Investments Sales Team at Mercer Mexico. This position will be based in our Mexico City office and will have national responsibilities across the country. This is a hybrid role, requiring at least three days a week in-office or on-site with clients and prospects.

As the Investments Sales Director, you will be pivotal in driving revenue growth and developing innovative sales strategies within our Investments business. Your leadership and expertise will be essential in achieving our business objectives and fostering strong relationships with prospects, clients, and stakeholders.

We will count on you to:

• Develop and execute strategic sales plans to meet revenue targets and drive business growth within the Large Market / Institutional segment, focusing on Pensions, Insurers, Family Offices, Wealth Managers, Endowments, and Foundations.
• Collaborate with senior management and key stakeholders to define sales strategies, identify market opportunities, and create innovative approaches to expand our client base.
• Engage with key client decision-makers, influencers, and procurement teams, as well as outside search consultants, throughout the Request for Proposal process.
• Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these connections to generate new business and enhance the organization's reputation.
• Stay informed on industry trends, market developments, and regulatory changes affecting the retirement and investment sectors, integrating this knowledge into sales strategies and client interactions.
• Work closely with internal teams to ensure seamless coordination and delivery of investment solutions to clients.
• Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management.
• Collaborate with marketing and communications teams to develop and execute targeted marketing initiatives.

What you need to have: 

• Bachelor's degree in finance, economics, business administration, or a related field. A master's degree (e.g., MBA) or professional certifications (e.g., CFA, CFP, CAIA) are advantageous.
• Proven track record of success in sales leadership roles within the financial services industry.
• In-depth knowledge of investment strategies and financial markets.
• Strong understanding of regulations governing investments for institutional investors.
• Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders.
• Strategic mindset with the ability to develop and implement sales strategies that align with business objectives.
• AMIB license.

What makes you stand out:

• Proven experience in driving new businesses within the investment and retirement sectors.
• Knowledge and experience in alternative investments is a plus, along with the ability to work with large, complex clients with regional or global presence.

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.

If you are ready to take on this exciting challenge and make a significant impact in the investment sector, we encourage you to apply!

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 creating 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.

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.