Delegated Solutions Client Service Director

Marsh & McLennan Companies (Calgary AB, Canada) 2 days ago

Mercer has an opportunity for a Senior Client Service Professional in our Delegated Solutions group. This role can be located in Toronto, Montreal, Halifax, Calgary or Vancouver.

Delegated Solutions involves the outsourced investment management of institutional assets. Mercer hires underlying investment managers within each of our funds and we provide consulting services and fund oversight. This portion of our business is growing rapidly with over 100% growth over the past five (5) calendar years in assets under management.

Principal duties of the Client Service Director:

  • Communication of all asset management, and reporting services to Mercer Global Investment Canada Limited’s (MGI) clients. This includes: (1) Coordinating production of and writing of the commentary within quarterly reports; (2) Drafting announcements of changes to funds; (3) Responding to ongoing client requests

  • Relationship management that supports lasting relationships with clients

  • Coordinating and/or attendance at client meetings (across Canada) including making presentations to investment committees

  • Participating in MGI's investment team meetings and meetings with sub-advisors to understand capital markets performance, performance of MGI's funds including the underlying investment managers in order to explain performance to clients

  • Prepare investment guidelines (i.e. Statements of Investment Policies and Procedures) and strategy, working closely with clients and MGI's portfolio management team

  • Support the operations manager to complete audit requests

  • Help ensure new clients come on board smoothly

  • Working within the parameters of the operations team, liaise with new clients on their transitions to MGI, including the coordination of asset management and trust/custody relationship to MGI's platform

  • Furthermore, the client service manager will be responsible for coordinating completion and receipt of required legal and compliance documents

  • Supporting delivery of advisory services to clients

  • Coordinate and facilitate any asset allocation reviews, de-risking, and interest rate risk management analyses, working closely with the Mercer affiliates whom MGI might employ for assistance with asset liability modeling

  • Work closely with Mercer colleagues, in other businesses, on bundled client relationships where we may be providing asset management and actuarial and/or administration services

  • Work on special projects as required


  • A Bachelor degree combined with a MBA and/or the CFA designation are strongly preferred

  • Registration (Ontario Securities Commission) as an advising representative is required

  • Excellent written and verbal communication skills. Ability to simplify complex concepts and present them to a group

  • Minimum five (5) years of experience in the investment field either with an investment manager or with a consulting firm in a client facing capacity

  • Pension background is desirable (i.e. an understanding of pension liabilities.)

  • Bilingual in English and French is desirable

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit [...] Follow Mercer on Twitter @Mercer.

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Delegated Solutions Client Service Director

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