Endowments & Foundations, Investment Segment Leader
$232k - $348kMercer
US Endowment & Foundation Segment Leader We are seeking a talented individual to join our US Wealth Leadership team at Mercer. This role will be based in the United States and is a hybrid role with a requirement of working at least three days per week in the office. The Endowments & Foundations (E&F) Segment Leader will play a critical role in shaping and accelerating the next phase of growth for Mercer's E&F practice within the US Wealth business. This role will shape the strategic direction for the segment, drive strong financial performance, and expand Mercer's presence and impact among endowments, foundations, and other mission‑driven institutional investors. We will count on you to: Achieve financial results, including revenue, profit, and sales for the E&F segment. Serve as the commercial leader responsible for day‑to‑day business decisions and execution of segment strategic and tactical priorities. In partnership with key segment and commercial leaders, set and execute the strategic direction including segmentation, value proposition, and competitive positioning. Manage direct reports and influence key partners in sales, local offices and other segments. Develop and manage talent within the segment. Support broader US Investments leadership objectives and collaborate with Non‑Profit segment leaders globally. Drive cross‑Marsh collaboration to unlock additional opportunities. Identify opportunities to expand Mercer's services and solutions to meet the evolving needs of E&F institutional investors. Maintain strong industry expertise to guide solution development and ensure Mercer's services to E&F clients remain high quality. What you need to have: Deep understanding of E&F client needs, including governance structures, strategic asset allocation, and the use of alternative investments in long‑term portfolios of endowments and foundations. Ability to lead complex dialogue with Chief Investment Officers, Investment Committees and Boards of Endowments and Foundations. Proven ability to develop a robust multi‑year strategy including market analysis, competitive analysis, proposition development, financial modeling, and resourcing. Experience developing and executing commercial business plans that translate into measurable financial results. Ability to identify and act on client trends, risks and opportunities that inform client solutions, business solutions or both. Ability to identify and elevate potential inorganic growth opportunities in the segment. What makes you stand out: 15+ years of experience advising on or overseeing endowment and foundation portfolios with significant allocations to alternative investments. Demonstrated ability to scale or transform a business focused on non‑profit investors. Presence and leadership in dynamic settings, internally and externally. Strong commercial acumen combined with strategic and operational leadership skills. Proven track record of building and leading high‑performing teams and fostering collaboration across multiple stakeholders within a matrixed organization. Benefits The applicable base salary range for this role is \$232,000 to \$348,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this position may be eligible for performance‑based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting View email address on click.appcast.io. R_337080 #J-18808-Ljbffr
$232k - $348k
US Endowment & Foundation Segment Leader We are seeking a talented individual to join our US Wealth Leadership team at Mercer. This role will be based... ...manage talent within the segment. Support broader US Investments leadership objectives and collaborate with Non‑Profit...FoundationMinimum wageWork at officeLocal areaFlexible hours3 days per week- Mercer is seeking a US Endowment & Foundation Segment Leader to shape and drive the strategic direction for the E&F segment within the US Wealth business. The role involves achieving financial results, leading business decisions, and managing talent. Ideal candidates should...Foundation
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Financial Advisor - Endowments and Foundations Financial Advisor - Endowments and Foundations Direct message the job poster from CAPTRUST Talent... ...Governance: Provide fiduciary and governance support to investment committees and boards. Travel: Be prepared to travel as needed...FoundationFull timeWork at office$125k - $290k
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...offering a wide range of innovative investment strategies. As one of the top liquid... ...include major corporations, pension funds, endowments, foundations, and individuals, as well as the... ...- and track results / KPIs Develop segmented campaigns targeting advisors at different...FoundationTemporary workFlexible hours$115.04k - $165.04k
## Lead Business Consultant, Investment OperationsApplylocations: Toronto: New Yorktime type: Full timeposted on: Posted Todaytime left... ...our prestigious financial clients, say Hello to SimCorp!At its foundation, SimCorp is guided by our values — caring, customer success-...FoundationFull timeWork at officeImmediate startFlexible hours$230.4k - $263k
...through technology. We believe our portfolio of businesses and investments in growth and transformation will result in a company with... ...demonstrate proficiency in five key areas which we consider to be the foundation for successful Product management:* ## **Human Centered** -...FoundationFull timePart timeLocal area$151k - $302.5k
...individual to join our sales Endowment and Foundations team at Mercer, a Marsh... ...the endowments & foundations segment. Collaborate with senior management... ...endowment & foundation investment governance, and incorporate... ...work and supportive leaders. We foster a vibrant and inclusive...FoundationMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...external audit experience, with a strong foundation in audit methodology.* Proven ability... ...ensure messages to stakeholders and/or leaders are consistent, appropriate and aligned... ...Our Total Rewards package reflects the investments we make in our colleagues to help them...FoundationWork at officeLocal areaWork from homeFlexible hours
- ...operators, product builders, and leaders - people who insist on the... ...across our core investment themes through trend analysis... ...Map and assess key software segments to fuel our thesis-driven sourcing... ...Looking For Analytical Foundations. A strong analytical foundation...Foundation
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...alignment and operational efficiency. Oversight over collateral investment managers to ensure compliance with investment guidelines and... .... Extensive experience in quantitative data analysis, with a foundation in mathematical concepts. Actuarial designation or progress toward...FoundationFlexible hours- ...Manager supporting our Insurance segment will be the cornerstone of... ...in Institutional Sales and Investment Specialists to form a dedicated... ...200 years and today we are a leader in investment banking,... ...helps individuals, families and foundations take a more intentional approach...FoundationFlexible hours
$75k - $90k
NAB Leadership Foundation is seeking a Segment Producer for its weekend morning program in New York. The role involves pitching stories, researching topics, and producing scripts for engaging segments on various news topics. Candidates should have experience in national...FoundationFull timeWeekend workDay shift- ...Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office... ..., serving a distinguished clientele including families, endowments, foundations, and other institutional investors. Silvercrest’s client-centric...FoundationWork at office
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