Wealth Management Segment Leader

Mercer

United States
Base: $232,000 to $348,000; bonus/equity: performa...
Hybrid
Deep understanding of u.s. wealth management evolution
Experience with alternative investments and model portfolios
Proven ability to develop multi-year strategic plans
This role is responsible for setting strategic direction and achieving financial results for the Wealth Management segment at Mercer

Job Summary

  • This role is responsible for setting strategic direction and achieving financial results for the Wealth Management segment at Mercer.
  • The position requires developing robust multi-year strategies including market analysis, competitive analysis, and financial modeling.
  • Candidates must have a deep understanding of the rapid evolution of product and distribution in U.S. Wealth Management, particularly in alternative investments.

Matching Summary

This role is responsible for setting strategic direction and achieving financial results for the Wealth Management segment at Mercer.

Salary

Base: $232,000 to $348,000; Bonus/Equity: Performance-based incentives eligible; Benefits: Health/welfare, tuition assistance, 401K, EAP

Skills & Requirements

Must-have

  • Deep understanding of U.S. Wealth Management evolution
  • Experience with alternative investments and model portfolios
  • Proven ability to develop multi-year strategic plans
  • Track record of executing strategic partnerships
  • Experience designing wholesale sales force infrastructure

Nice-to-have

  • Strong commercial acumen combined with operational leadership
  • Ability to build high-performing teams
  • Fostering collaboration across multiple stakeholders
  • Demonstrated success in leading growth initiatives

Key Requirements

  • Experience navigating SEC regulated products
  • Proven product development and management experience
  • Ability to identify inorganic growth opportunities

Work Rights

Not specified

Tailored Resume

Cover Letter