Sydney Investment Strategist

2 days ago

Sydney, New South Wales, Australia MERCER Full time

We are seeking a seasoned professional to lead our Wealth team at Mercer in Sydney. This is a hybrid role that requires working at least three days a week in the office.

Sydney Investment Strategist - Client Partnerships

At Mercer, we're transforming our business with a 'people first' culture under the leadership of our CEO, David Bryant. We're committed to providing outstanding career development, learning opportunities, and a fun work environment.

Our people are our greatest asset, and we offer various benefits and programs to support your career growth, including professional development support, flexible working arrangements, and a culture of inclusion and wellbeing.

Your Key Responsibilities:

  • Generate new business sales through partnerships with Licensees, financial advice practices, and their advisers, while maintaining existing relationships within NSW/ACT.
  • Deliver across a suite of Investment Solutions from our Super Fund, Multi-managed products, Separately Managed Accounts (SMAs), and Individually Managed Accounts (IMAs).
  • Work closely with Senior Leaders in Superannuation and Strategic Accounts to develop and deliver sales pipelines.
  • Travel within the state as required.

Critical Success Factors:

  • A strong ability to uncover client needs and solve complex problems for adviser partners.
  • A top-tier working relationship with National Sales Leader, State Managers, Sales Associates, and Strategic Relationship Leader.
  • Familiarity with CRM systems and adherence to sales disciplines around activity tracking and expense management.

Why You'll Thrive Here:

  • 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. With annual revenue of $23 billion and over 85,000 colleagues, Mercer helps build confidence to thrive through the power of perspective. For more information, visit mercner.com.

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