Endowments & Foundations, Investment Segment Leader

Mercer

United States
Base: $232,000 to $348,000; bonus/equity: performa...
Hybrid
Deep understanding of endowment and foundation client needs
Proven ability to develop multi-year business strategies
Experience leading complex dialog with cios and boards
The role involves shaping the strategic direction for Mercer's Endowments & Foundations practice within the US Wealth business

Job Summary

  • The role involves shaping the strategic direction for Mercer's Endowments & Foundations practice within the US Wealth business.
  • Candidates must have a deep understanding of governance structures, strategic asset allocation, and alternative investments in long-term portfolios.
  • The position offers a competitive total rewards package including health benefits, tuition assistance, and 401K savings.

Matching Summary

The role involves shaping the strategic direction for Mercer's Endowments & Foundations practice within the US Wealth business.

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 endowment and foundation client needs
  • Proven ability to develop multi-year business strategies
  • Experience leading complex dialog with CIOs and Boards
  • Track record of executing commercial business plans
  • Ability to identify inorganic growth opportunities

Nice-to-have

  • Strong commercial acumen combined with strategic leadership
  • Presence and leadership in dynamic internal and external settings
  • Fostering collaboration across multiple stakeholders in matrixed organizations
  • Building and leading high-performing teams

Key Requirements

  • 15+ years of experience advising on endowment and foundation portfolios
  • Significant allocations to alternative investments experience
  • Demonstrated ability to scale or transform non-profit investor businesses

Work Rights

Not specified

Tailored Resume

Cover Letter