Wealth Office Business Leader

Mercer
Washington, DC Full Time
POSTED ON 6/10/2022 CLOSED ON 8/23/2022

What are the responsibilities and job description for the Wealth Office Business Leader position at Mercer?

Mercer’s Wealth practice is looking for an Office Business leader to join our Boston or Washington, DC office!

What can you expect?

The Office Business Leader (OBL) will lead, manage, and oversee a line of business in the local office. Principals at this level typically manage mid-sized offices. This position will implement strategy to sell and deliver Mercer consulting services to the local marketplace. In addition, they will generate revenue through the acquisition of new clients, retain and expand current client relationships and manage large scale client projects by developing and implementing effective, accurate, and timely employee human resources strategies, work plans and materials.

What’s in it for you?

  • A company with a strong brand, with experience developing solutions for today’s and tomorrow’s toughest challenges
  • The opportunity to partner with an experienced team to provide investment consulting to Mercer’s clients
  • A culture of internal mobility, diversity, inclusion, and collaboration
  • A company-wide emphasis on Corporate Social Responsibility – all colleagues receive 8 hours of paid time off for volunteering, with the option to join organized group activities
  • Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus a 401k with a fixed company contribution AND a company match, after one year of service

We will count on you to:

  • Lead, manage, and oversee the line of business in the local office; implement national business strategy and market business plans; manage local office business financials and contribute to market financials by monitoring revenue growth profitability, capacity utilization, conversion and recovery for the local line of business; work with Market Business Leader (MBL) to implement staffing strategy and lead local recruiting efforts
  • Generate revenue through acquisition of new clients, cross selling to current clients and extension of current client engagements to new activities including conducting face to face meetings with potential clients (prospects); understanding all available products within the business and proactively reaching out to provide targeted information on how Mercer offerings will benefit specific client’s needs; drafts and edits materials for meeting preparation and RFP responses
  • Manage large-scale project teams to deliver quality results to clients; develop and monitor budgets and deadlines; oversee staff, delegate, and peer review all client work; interact with clients on a regular basis by leading client meetings, answering questions, overseeing edits or changes, and providing requested materials; and clarify and resolve unique and difficult issues related to client deliverables; and apply advanced professional and or technical expertise to client projects
  • Work with local Office Leader (OL) and MBL on strategy and direction of business; participate as an active member of the local office leadership group delivering advice and consultation on line of business related issues and strategy; update Market Business Leader of local office issues and status and escalate issues as needed
  • Supervise four or more employees as direct reports with full authority for people management including: assigning, directing, and evaluating work; hiring, disciplining and firing employees; conducting performance evaluations and career development discussions; approving salary and bonus actions; ensuring appropriate orientation and on-going education/training

What you need to have:

  • Bachelor’s degree required; Master’s degree preferred
  • Min 20 years experience in a consulting environment with proven ability to generate revenue by acquiring new clients and experience managing and developing a team of professionals
  • Strong sales and marketing skills plus the ability to market communication strengths successfully
  • Excellent organizational, project management and leadership skills

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 25,000 employees are based in 44 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 76,000 colleagues and annual revenue of $17 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 https://www.me.mercer.com/. Follow Mercer on Twitter @Mercer.

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits. For more information about our company, please visit us at: http://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Financial Advisor / Wealth Manager
Clarion Wealth Management Partners -
Washington, DC
Administrative Assistant- Wealth Management
Deacon Wealth Management, LLC. -
Fredericksburg, VA
ERP Business Analyst
Office of the Chief Financial Officer (OCFO) -
Washington, DC

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

Sign up to receive alerts about other jobs with skills like those required for the Wealth Office Business Leader.

Click the checkbox next to the jobs that you are interested in.

  • Engagement Management Skill

    • Income Estimation: $78,590 - $104,754
    • Income Estimation: $100,118 - $136,860
  • Implementation Management Skill

    • Income Estimation: $78,590 - $104,754
    • Income Estimation: $100,118 - $136,860
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Wealth Office Business Leader jobs in the Washington, DC area that may be a better fit.

Client Service Associate, The Wealth Office

Fiducient Advisors, Washington, DC

Wealth Investment Support Specialist I

Truist Wealth, Bethesda, MD