Institutional Investments Sales Leader

About the role

Mercer is looking for an Institutional Investments Sales Leader to join its team in Montreal, covering Eastern Canada. This is a hybrid role with at least three days a week spent in the office. The role leads client engagement, builds trusted advisor relationships and works closely with investment consulting teams to grow the business.

Key responsibilities

• Develop and execute strategic sales plans to grow Mercer's institutional investment business in Eastern Canada.
• Build and sustain strong relationships with pension plans, endowments and other institutional investors.
• Partner with investment consulting and product teams to design and deliver customized investment strategies.
• Identify new business opportunities and expand the client footprint.
• Represent Mercer at industry forums and stay up to date on market trends and regulatory developments.

Required profile

• Minimum 7-10 years of experience in institutional investment sales, business development or related roles, with proven success in the Canadian market.
• Deep understanding of institutional investment products, asset classes and client needs.
• Excellent communication and presentation skills in French and English, and ability to influence senior stakeholders.
• Bachelor's degree in Finance, Business, Economics or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred.
• Willingness to travel within Eastern Canada as required.

Required skills

• Ability to manage complex sales cycles and close large institutional mandates.
• Strong knowledge of Canadian pension plans, endowments, foundations and the regulatory environment.
• Proficiency with CRM tools and Microsoft Office suite.

What we offer

• Professional development opportunities and a supportive, inclusive culture.
• A range of career opportunities, benefits and rewards.
• Hybrid work with at least three days per week in the office.