Retirement and Investment Associate

In the US market, we are a leading provider of investment consulting, plan design and record keeper benchmarking services as well as a leader in the provision of delegated (OCIO) services. Mercer has over $2.5trn in DC assets under advice and over $60bn in multi-manager DC assets under management globally.

Mercer’s Wealth practice is looking for a Retirement & Investment Associate to join our team located in our Tampa, Atlanta, Charlotte, Washington, D.C. or Richmond location.

What can you expect?

• Allows you to use your natural skills and learn new ones

• Challenges you to deliver impactful solutions for major organizations and touch the lives of all the individuals who work at them

• Provides you the opportunity to work with some of the smartest people in the industry

What is in it for you?

• A company with a strong brand and strong results to match

• Culture of internal mobility, collaboration and valued partnership with HR from the business

• Employee Resource Groups which provide connections to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

• We are excited to offer the following benefits to all of our colleagues: Health and welfare benefits, , Tuition assistance, 401K and other retirement savings programs, Employee assistance programs – physical, mental and financial

• Generous Parental Leave and education support policy

• Robust vacation, personal days, and paid time off to give back to your community

We will count on you to:

• Provide financial, contractual and/or administrative analysis

• Facilitate report generation and initial review by collaborating with the report generation

• Facilitate the creation of new client templates

• Perform investment analysis by understanding all report sections and measurements

• Interprets data by preparing additional discussion presentations and understands how to research strategies by using accepted research sources

• Support the client team in regular and project work; agenda, thought leadership, additional projects, stewardship, compliance or efficiency as needed

• Address delegated client calls and emails regarding vendor service issues and/or irregular or urgent administration questions

• Uncover potential service solutions.

• Assists in the creation of Request for Proposals and identifies other cross line business opportunities

• Prepare all necessary documents for RFI and RFP projects. Fields general plan questions from bidding vendors.

• Remain current on Defined Contribution products, services, tools and vendor/carrier markets, including building and developing relationships with vendors

What you need to have:

• A Bachelor’s degree

• Minimum of 3 years of relevant work experience

What makes you stand out:

• Series 6, 7 or 63

• Experience with Defined Contribution plans

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 43 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 83,000 colleagues and annual revenue over $20 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 https://www.mercer.com/. Follow Mercer on Twitter @Mercer.

Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.