Present plan review/investment review reports to clients for advisory and OCIO engagements
Retain and grow a book of business by developing long-term mutually beneficial relationships with clients and decision makers within your existing client base; and other Mercer lines of business
Serve as the subject matter expert on a variety of defined contribution topics, and ensure clients and prospects are aware of the various ways Mercer can support their initiatives including plan design consulting, investment advisory services, and delegated OCIO services
Conduct plan document/SPD, operational and compliance reviews as needed; demonstrate strategic plan design knowledge of DC retirement plans
Oversee RFP/RFI marketing process, strategy and transition; present RFP/RFI marketing results to client
Exhibit solid understanding of the defined contribution landscape, anticipate and uncover client needs and create a scope of services around those needs
Ensure timely delivery and accuracy of all client work
Ensure consistent compliance and professional standards into all work processes including transparency and peer review for team/projects
Cultivate new business through professional networks, events, conferences etc.
Participate in sales activity and assist other consultants and sales professionals in developing opportunities and corresponding strategy

4+ years or more experience including a demonstrated track record of providing investment advice and consulting/strategy for retirement plans
A strong understanding of the defined contribution landscape including fiduciary topics, investments, plan design trends, administrative practices, employee engagement and retirement readiness trends, and the broad range of services providers
The ability to contribute to the development of new ideas and ways to solve client problems and make the team more efficient at the local and zone level
A track record of building intellectual capital for business development and client delivery
Strong presentation skills

Defined Contribution Consultant

Key skills