Business Development Manager, Investments Solutions

2 weeks ago


Melbourne, Victoria, Australia Mercer Full time
Business Development Manager, Investments Solutions

Mercer Investments Australia is seeking a talented individual to join our Sales team. This role can be based in Sydney or Melbourne and is a hybrid role requiring at least three days in the office.

This role is responsible for working alongside the Investment Solutions Sales Lead in the Pacific to execute the Pacific Investment Solutions Sales Strategy. This will involve identifying new opportunities across the for-purpose sector, with the aim of ongoing growth of Funds under Management.

You will be accountable for the growth and maintenance of a pipeline of opportunities as measured by growth in Funds Under Management across Mercer's solutions. Critical to the success of this role is having a good understanding of the for-purpose sector within Australia. Internal and external stakeholder engagement will be essential, and success will be achieved via leveraging the resources and outputs of the Client Experience Team on an ongoing basis. Maintenance of a strong personal brand recognised across industry participants is expected. This role will involve business travel within Australia.

We will count on you to:

  • Identify opportunities to take our bespoke portfolio capability to institutional investors across the for-purpose sector and to develop the supporting sales strategy, value proposition and execution of targeted sales actions
  • Develop and execute a pipeline to align with our annual budgeted revenue. This involves identifying and cultivating prospects, initiating and following up on new opportunities
  • Lead new business meetings and close sales to institutional investors
  • Ensure best practice business development activities including client identification, opportunity origination and solution design
  • Conduct market analysis to identify trends and opportunities
  • Prepare and deliver persuasive sales presentations
  • Engage and collaborate across MMC to develop holistic value propositions
  • Collaborate with product teams to develop tailored solutions
  • Track and report on sales performance metrics
  • Act as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process
  • Collaborate with Marketing team on sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity
  • Maintain up-to-date knowledge of industry products, trends, competitors advancements and market conditions

What you need to have:

  • 5 - 10 years of sales and relationship management experience in Financial Services
  • Experience in managing client relationships and Pipeline, including pipeline discipline, account planning, solution design, delivering on marketing initiatives and stakeholder management
  • A deep understanding of how the for-purpose sector evaluates their investment programme
  • Demonstrated experience supporting senior management in a distribution environment
  • Excellent sales, interpersonal, project management and multitasking skills
  • Be a curious self-starter who is passionate about developing client solutions
  • Maintain a strong personal brand and be an active participant in industry dialogue
  • Strong communication and presentation skills
  • Ability to work well with a variety of people at all levels of the organization
  • General understanding of financial markets and investment vehicles
  • Proven track record of meeting or exceeding sales targets
  • Strong negotiation and closing skills
  • Ability to analyze and interpret market trends
  • Proficient in CRM software and Microsoft Office Suite
  • Strategic planning

What makes you stand out:

  • Experience working within the investment management industry

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 , 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.

R_313427


#J-18808-Ljbffr

  • Melbourne, Victoria, Australia Au016 Mercer Investments (Australia) Limited Full time

    : We are seeking a talented individual to join our Sales team at Mercer Investments Australia This role can be based in Sydney or Melbourne.This is a hybrid role that has a requirement of working at least three days a week in the office.Business Development Manager, Investments SolutionsThis role is responsible for working alongside the Investment Solutions...


  • Melbourne, Victoria, Australia Mercer Full time

    Business Development Manager, Investments SolutionsMercer Investments Australia is seeking a talented individual to join our Sales team. This role can be based in Sydney or Melbourne and is a hybrid role requiring at least three days in the office.This role is responsible for working alongside the Investment Solutions Sales Lead in the Pacific to execute the...


  • Melbourne, Victoria, Australia Mercer Full time

    Business Development Manager, Investments Solutions Mercer Investments Australia is seeking a talented individual to join our Sales team. This role can be based in Sydney or Melbourne and is a hybrid role requiring at least three days in the office. This role is responsible for working alongside the Investment Solutions Sales Lead in the Pacific to...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $225,000

    Key to driving investment solutions for ultra-high-net-worth clients is a comprehensive understanding of market trends and financial expertise.Senior Investment ManagerWe are seeking an experienced Senior Investment Manager to lead our Private Wealth research team. The ideal candidate will have strong leadership skills and be able to deliver bespoke...


  • Melbourne, Victoria, Australia beBeeInvestments Full time $90,000 - $120,000

    Business Development RoleThis position requires a skilled professional to execute the Pacific Investment Solutions Sales Strategy.The successful candidate will be responsible for identifying new opportunities across the for-purpose sector, with the aim of ongoing growth of Funds under Management.Key responsibilities include working alongside the Investment...


  • Melbourne, Victoria, Australia beBeePortfolio Manager Full time $120,000 - $180,000

    Job OpportunityThis is a rare chance to become an integral part of a high-performing team, where you will gain exposure to institutional-level property investment and asset management.Key Responsibilities:Managing asset-level profit and loss statements, cash flow, valuations, and capital expenditure planningCreating and maintaining financial modelsLeveraging...


  • Melbourne, Victoria, Australia Development Victoria Full time

    The OrganisationCapstone Recruitment is proud to partner with Development Victoria, the Victorian Government's development arm, in the search for an outstanding leader to drive its ambitious property and investment portfolio.Development Victoria is passionate about creating places where people and businesses can thrive, from revitalising iconic public...


  • Melbourne, Victoria, Australia Development Victoria Full time

    The OrganisationCapstone Recruitment is proud to partner with Development Victoria, the Victorian Government's development arm, in the search for an outstanding leader to drive its ambitious property and investment portfolio.Development Victoria is passionate about creating places where people and businesses can thrive, from revitalising iconic public...


  • Melbourne, Victoria, Australia Unisuper Full time

    Define the UniSuper investment menu based on member and adviser needs- Lead engagement with major research houses and work with external advice businesses- Guide strategic investment thinking that affects billions in retirement savings**The role**In this newly created position in Melbourne, lead the strategy behind UniSuper's investment menu and directly...


  • Melbourne, Victoria, Australia Development Victoria Full time

    The OrganisationCapstone Recruitment is proud to partner with Development Victoria, the Victorian Government's development arm, in the search for an outstanding leader to drive its ambitious property and investment portfolio.Development Victoria is passionate about creating places where people and businesses can thrive, from revitalising iconic public...