Senior Defined Contribution Consultant
MMC

Job Info

---

In the US market, we are a leading provider of investment consulting, plan design and record keeper benchmarking services as well as a leader in the provision of delegated (OCIO) services. Mercer has over $2.5trn in DC assets under advice and over $60bn in multi-manager DC assets under management globally. We are seeking to aggressively expand these institutional services across market segments.

Mercer's Wealth business is seeking candidates for the following position based in the Charlotte (preferred), Atlanta, Richmond or Tampa office:

Sr. Defined Contribution Consultant

What can you expect?

• Serve as the lead consultant and advisor to a book of defined contribution clients
• Support clients on an ongoing basis with respect to plan investments, plan design and fee benchmarking, recordkeeping vendor management, fiduciary governance practices and employee engagement strategies
• Retain and grow a book of business by developing long-term mutually beneficial relationships with clients and decision makers within your existing client base; and other Mercer lines of business
• Cultivate new business through professional networks, events, conferences etc.
• Serve as the subject matter expert on a variety of defined contribution topics, and ensure clients and prospects are aware of the various ways Mercer can support their initiatives including plan design consulting, investment advisory services, and delegated OCIO services
• Oversee RFP/RFI marketing process, strategy and transition; present RFP/RFI marketing results to client
• Champion Mercer services, drive new and expanded business efforts across business unit within client base

What's in it for you?

• We are the globalleader in the Health, Wealth and Career business. We deliver innovative solutions that address the needs of our clients, their leaders and their employees.
• As part of Mercer, you will have access to the strongest industry leaders in topical HR issues, work with a team that is best in class, and you will have the MMC brand behind you
• You will work with local, national and global teams to meet your client's needs.Coordinating the best resources for your clients to help solve their needs.
• Using the Mercer brand, you will tell the Mercer story to other organizations around the geography that could benefit from Mercer's services.Introducing the best thought leaders from Health, Wealth and Career.
• Through regular engagement with clients and other colleagues you will have the opportunity to learn, grow and enhance skills that will allow you to develop your career proactively
• Flexibility to work in a hybrid model.
• Mercer offers tuition assistance.
• 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.

We will count on you to:

• Manage, retain and grow a book of business by developing long-term mutually beneficial relationships with clients and decision makers within client base;
• Coordinate client tasks and initiatives with other Mercer lines of business to ensure the client experiences a coordinated benefits solution
• Educate clients and prospects on the various approaches Mercer can offer to allow them to select a service model aligned with their needs, including plan design consulting, investment advisory services, and delegated OCIO services.
• Develop strong vendor relationships to benefit clients; meet with the plan record-keepers, investment wholesalers and DCIO providers so we can match clients with marketplace providers
• Present plan review/investment review reports to clients for advisory, and OCIO engagements
• Project manage the quality, timeliness and budget of project based client deliverables
• Conduct plan document/SPD, operational and compliance reviews as needed; demonstrate strategic plan design knowledge of DC retirement plans
• Initiate and participate in sales activity and assist other consultants and sales professionals in developing opportunities and corresponding strategy; assist in the preparation and execution of business plans
• Key contributor to business development efforts to grow revenue, including multiple lines of business - client contacts, sales proposals, presentations
• Contribute to ideas for new services, products, tools, and team efficiencies for increased profitability; facilitates local and market efforts to incorporate them into day-to-day work
• Ensure consistent compliance and professional standards into all business development and work processes including transparency and peer review for team/projects
• Responsible for sales and revenue efforts by adding new clients and expanding wealth services within existing clients

What you need to have:

• 7-10 years of Defined Contribution experience with a focus on advisory services
• A track record of building intellectual capital for business development and client delivery
• Demonstrated experience in a client management role, able to handle client inquiries on a day-to-day basis, professional attitude, able to evaluate issues, objections, operational and plan design issues; excellent personal, telephone and communication skills, etc.

What makes you stand out:

• Experience with a variety of institutional clients and plan types

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer 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

---