Endowment Investment Jobs (NOW HIRING)

We are seeking a talented individual to join our sales Endowment and Foundations team at Mercer, a Marsh business. This role will be based near any Mercer office in the Northeast and is a hybrid role requiring at least three days a week in the office.

• Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the endowments & foundations segment.
• 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 private and community foundations, college and university endowments, and other nonprofit institutional investors.
• Build and maintain strong relationships with key clients, 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 endowment & foundation investment governance, and incorporate this knowledge into sales strategies and client interactions.
• Work closely with internal teams to ensure seamless coordination and delivery of tailored endowment and foundation solutions to clients.
• 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 endowments & foundations 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.

• 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 endowments, foundations, and other nonprofit institutional investors.
• In-depth knowledge of endowment and foundation investment practices, including spending policies, asset allocation, gift and restricted fund management, and use of alternatives.
• Strong understanding of nonprofit governance structures, trustee dynamics, and procurement/selection processes used by endowments and foundations.
• 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 execute sales strategies that align with business objectives.
• Series 7 and 63 license.

• Deep alternative investments knowledge and experience implementing alternatives within endowment/foundation portfolios.
• Proven ability to originate and win very large high-impact mandates with sophisticated institutional clients.

• 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.

The applicable base salary range for this role is $151,000 to $302,500. The base pay offered will be determined based on experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.

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.