NSW State Manager

7 days ago

Sydney, Australia MERCER Full time

We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Sydney. This is a hybrid role that has a requirement of working at least three days a week in the office.

NSW State Manager - Adviser Partnerships

Join Mercer, a global leader in HR consulting, as we transform our business with a “people first” culture. Under the leadership of our CEO, David Bryant, we are committed to providing outstanding career development, learning opportunities, and a fun work environment.

At Mercer, our people are our greatest asset. We offer a range of benefits and programs to support your career development, including professional development support, flexible working arrangements, and a culture of inclusion and wellbeing.

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 Funds
  • Bespoke 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

What makes you stand out:

  • A strong track record in relationship building and account planning within the financial services industry.
  • Experience in delivering marketing initiatives and managing large client portfolios.
  • A proactive approach to uncovering client needs and solving complex problems for adviser partners.
  • Familiarity with CRM systems and adherence to sales disciplines around activity tracking and expense management.

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 $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.

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