NSW State Manager

Mercer is seeking candidates for the following position based in the Sydney office:

NSW State Manager - Adviser Partnerships

What can you expect?

What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards and benefits, and we are committed to making your journey with us FUN.

• Voted #1 HR Consulting Company Globally
• Prestigious Sydney (Barangaroo) office
• Great Package
• Great time to join this global organisation in Growth Phase

What is in it for you?

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more

• Leading learning and development programs
• Professional environment where your career path really matters and is supported in our global organisation
• Great team environment with energetic and supportive colleagues
• Genuine work life balance

We will count on you to:

This role is responsible for both generating new business sales through our partnerships with Licensees, financial advice practices and their advisers ; and maintaining our existing partnerships within NSW/ACT. The role delivers across a suite of Investment Solutions from our Super Fund, Multi-managed products, Separately Managed Accounts (SMAs), and Individually Managed Accounts (IMAs).  The role is supported by a Business Development Associate and interacts with Senior Leaders in Superannuation and Strategic Accounts. You will be accountable for the development and delivery of a sales pipeline of opportunities as measured by FUM and retention of the overall book within the state. This role will involve some travel within the state.

Critical to the success of this role is having an ability to uncover the  needs of clients and prospects. Our approach is to ‘solve the biggest problems’ of our adviser partners.  A top tier working relationship will be essential with both the National Sales Leader, State Managers, Sales Associates and the Strategic Relationship Leader. Further success will be achieved via leveraging the resources and outputs of the Adviser Service Function. Maintenance of a strong personal brand recognised across industry participants is expected. Strategic and prudent use of expenses will be essential.

Key Responsibilities:

• Drive the commercial outcomes and client satisfaction achieved via the distribution of investment and Portfolio Solutions encompassing but not limited to the following:
• Superannuation Products inside the Mercer Super Trust

• Diversified Multi Manager FundsBespoke SMAs
• Generic SMAs
• High Net Worth IMA offering
• Private Market Partnerships

• Retain the “Heritage” book of Advance FUM, working with the Strategic Relationship Leader to both devise a State based strategy and articulate adviser needs
• Deliver an annual Sales Strategy for top accounts within your State
• Work closely with the Adviser Service Leader to articulate and deliver on channel requirements to support the representation of Mercer Investments and Portfolio Solutions
• Represent Mercer’s solutions in forums such as adviser meetings and functions, client functions, PD days, solution launches, conferences and events.
• Represent all of Mercer’s and MMC’s offerings with advisers, which may include introducing opportunities around insurance, workplace solutions and retirement.
• Deliver back to the business all initiatives, ideas and collateral requirements to support adviser distribution.
• Provide accurate and timely maintenance of existing and emerging sales support tools such as CRM systems.
• Adherence to Sales Disciplines around activity, meeting output, pipeline generation, expense management and CRM

What you need to have:

• RG146 Compliant
• Relevant undergraduate qualification essential, with relevant postgraduate and/or professional qualification desirable
• Extensive experience in investments and the financial advice arena.
• Experience in managing adviser client relationships and delivering solutions to the industry. This would include experience in managing large numbers of clients, account planning, solution design, delivering on marketing initiatives and stakeholder management
• Excellent technical and analytical skills in relation to investment management and attention to detail
• Demonstrated experience supporting senior management in a deadline-oriented environment
• Excellent interpersonal skills, project management and multi tasking skills
• Strong relationship building skills

About us:

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 approximately 25,000 employees are based in 43 countries and the firm operates in 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 85,000 colleagues and annual revenue of over $20 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 Twitter 

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.

Marsh McLennan 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 McLennan 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. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.

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 $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, 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.

Marsh McLennan 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 McLennan 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.