Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the endowments & foundations segment
Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand Mercer’s client base in private and community foundations, college and university endowments, and other nonprofit institutional investors
Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation
Stay updated on industry trends, market developments, and regulatory changes affecting endowment & foundation investment governance, and incorporate this knowledge into sales strategies and client interactions
Work closely with internal teams, to ensure seamless coordination and delivery of tailored endowment and foundation solutions to clients
Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management
Contribute to identifying and advancing strategic growth opportunities supporting Mercer’s endowments & foundations practice
Collaborate with marketing and communications teams to develop and execute targeted marketing for nonprofit investor audience
Coordinate sales activities related to RFPs and proposals, securing required internal approvals, and managing pricing inputs

Bachelor's degree in finance, business administration, or a related field
A master's degree or professional certifications (e.g., CFA, CFP) are advantageous
Proven track record of success in sales roles with endowments, foundations, and other nonprofit institutional investors
In-depth knowledge of endowment and foundation investment practices, including spending policies, asset allocation, gift and restricted fund management, and use of alternatives
Strong understanding of nonprofit governance structures, trustee dynamics, and procurement/selection processes used by endowments and foundations
Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders
Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives
Series 7 and 63 license

Endowment and Foundation Sales Director

Key skills