Cfa Manager Jobs in Arizona (NOW HIRING)

Company:

Mercer

Description:

We are seeking a talented individual to join our sales Healthcare Investment team at Mercer, a Marsh business. This role will be based in Chicago, Denver, Seattle, Phoenix, St. Louis, Minneapolis, Dallas, Atlanta, New York, Washington D.C., or Los Angeles office. The sales territory for this position is the Central and Western U.S. This is a hybrid role that has a requirement of working three days a week in the office when not traveling.

You will play a crucial role in driving revenue growth, developing sales strategies, and enhancing the Marsh brand within the healthcare industry. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with prospects and stakeholders.

Investment Sales Director, Healthcare

We will count on you to:

• Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the healthcare segment.
• Partner with Mercer's Healthcare Investment team and lead RFPs and finals materials presentations
• Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand Mercer's client base in not-for-profit healthcare
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.
• Build and maintain strong relationships with key prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation.
• Stay updated on industry trends, market developments, and regulatory changes affecting not-for-profit healthcare industry, and incorporate this knowledge into sales strategies and prospect interactions.
• Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management.
• Contribute to identifying and advancing strategic growth opportunities supporting Mercer's Healthcare practice
• Collaborate with marketing and communications teams to develop and execute targeted marketing for nonprofit investor audience.
• Coordinate sales activities related to RFPs and proposals, securing required internal approvals, and managing pricing inputs.

What you need to have:

• Bachelor's degree in finance, business administration, or a related field. A master's degree or professional certifications (e.g., CFA, CFP) are advantageous.
• Proven track record of success in sales roles with healthcare systems
• In-depth knowledge of healthcare investment practices, including enterprise risk modeling and the use of alternatives.
• Strong understanding of governance structures, committee and staff dynamics, and procurement/selection processes used by healthcare entities.
• Excellent communication and presentation skills, with the ability to articulate complex financial concepts to prospcts.
• Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives.
• Series 7 and 63 license

What makes you stand out:

• Significant knowledge of the healthcare industry
• Deep alternative investments knowledge and experience implementing alternatives within investment portfolios.
• Proven ability to originate and win very large high-impact mandates with sophisticated institutional healthcare clients.

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.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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@marsh.com.

Marsh 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 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.

The applicable base salary range for this role is $119,000 to $237,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, 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, 401K savings and other retirement programs as well as employee assistance programs.