Institutional Investment Sales Leader
Marsh & McLennan
Institutional Investment Sales Leader
Marsh & McLennan
Brokers insurance and runs risk and HR consulting
We are seeking a talented individual to join our Institutional Investment Sales team at Marsh Investments. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office.
As Marsh's Institutional Investments Sales Leader for Ontario, you will play a pivotal role in advancing our market presence by delivering innovative investment solutions tailored to the unique needs of institutional clients. You will lead client engagement efforts, foster trusted advisor relationships, and collaborate closely with Marsh's investment consulting teams to drive growth and deepen client impact across the region.
We will count on you to:
Develop and execute strategic sales plans to grow Marsh's institutional investment business in Ontario.
Build and sustain strong, trusted relationships with pension plans, endowments, and other institutional investors.
Partner with Marsh's investment consulting and product teams to design and deliver customized investment strategies.
Identify new business opportunities and lead efforts to expand Marsh’s client footprint.
Represent Marsh Investments at industry forums, enhancing our brand and thought leadership.
Stay abreast of market trends and regulatory developments to provide clients with timely, relevant insights.
What you need to have:
Minimum 7-10 years of experience in institutional investment sales, business development, or related roles.
Demonstrated success in institutional investment sales or business development within the Canadian market.
Deep understanding of institutional investment products, asset classes, and client needs.
Exceptional communication and relationship-building skills with the ability to influence senior stakeholders.
Collaborative mindset with a passion for delivering client-centric solutions.
Self-driven, strategic thinker with a strong track record of achieving sales targets.
What makes you stand out:
Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred
Proven ability to manage complex sales cycles and close large institutional mandates.
Strong knowledge of Canadian pension plans, endowments, foundations, and regulatory environment.
Excellent presentation, negotiation, and interpersonal skills.
Willingness to travel within Ontario as required.
Proficiency with CRM tools and Microsoft Office suite.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Brokers insurance and runs risk and HR consulting
Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.
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