Endowments And Foundations Investment Consultant

Mercer

Seattle, Washington, USA
Base: $122,400 to $244,800; bonus/equity: performa...
Hybrid
Endowment and foundation clients
Client-facing investment consulting
Design, develop, deliver investment solutions
This is a client-facing Investment Consulting role that will work primarily with Mercer’s Endowment and Foundation clients, a focus growth investment practice

Job Summary

  • This is a client-facing Investment Consulting role that will work primarily with Mercer’s Endowment and Foundation clients, a focus growth investment practice.
  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Matching Summary

This is a client-facing Investment Consulting role that will work primarily with Mercer’s Endowment and Foundation clients, a focus growth investment practice.

Salary

Base: $122,400 to $244,800; Bonus/Equity: performance-based incentives; Benefits: health and welfare benefits, tuition assistance, 401K savings and other retirement programs, employee assistance programs

Skills & Requirements

Must-have

  • Endowment and Foundation clients
  • client-facing Investment Consulting
  • design, develop, deliver investment solutions
  • alternative investments
  • client relationships
  • business development orientation

Nice-to-have

  • Growth oriented mindset
  • leading complex client relationships
  • supportive leaders
  • vibrant and inclusive culture

Key Requirements

  • Bachelor's degree
  • CFA, CFP, CAIA or advanced degree preferred
  • 7 - 15 years of experience
  • proven history of excellent client service
  • experience presenting complex topics
  • Ability to manage multiple priorities
  • manage, motivate, and mentor junior-level colleagues

Work Rights

Not specified

Tailored Resume

Cover Letter