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Mercer Investments LLC is seeking candidates for the following position based in the New York, NY office (Remote work may be permitted within a commutable distance from the work site):

Director, Intermediary Relations



We will count on you to:

Responsible for engaging with Third Party Evaluators (TPEs) through a coordinated and dedicated approach, to both retain clients as well as grow the business. Ensure Mercer is on the buy list/approved provider list of top TPEs. Support client retention efforts where there is TPE oversight. Improve tracking of TPEs involvement across opportunities through use of the firms client relationship software system. Provide insight into competitive landscape and market developments as well as recommendations to ensure Mercer remains a leading provider. Keep TPEs up-to-date with Mercers capabilities and service offerings, including regular schedule of research meetings, ensuring wider Mercer team (strategy, portfolio management, risk, operations, ESG, client team, etc.) are correctly represented at research meetings. Engage with TPEs across their team structures. Ensure consistent information flow to all TPEs for both prospective clients as well as existing clients. Provide connectivity between TPEs and subject matter experts and leaders within Mercer. Interface with wider Mercer on TPE engagement. Coordinate with other Mercer geographies to ensure best practice in TPE communication and approach. Develop Mercer brand with TPEs through relevant industry conferences. Contribute insights to industry thought pieces for clients and prospects.


What you need to have:

Must have a Bachelor's degree in any field plus seven (7) years of progressively responsible experience in the position offered, or as a Strategy & Operations Principal, Chief of Staff, Investor Relations Director, Investor Relations Senior Account Manager, or a related position. Employer will accept a 3-year foreign Bachelor's degree in meeting the Bachelor's degree requirement. Must have seven (7) years of experience with all of the following: Working or consulting in the investment/financial services field and communicating investment concepts to a business/corporate audience; Designing and customizing value propositions for investment opportunities for clients in the investments and retirements business; Developing and executing on digital and email marketing campaigns; Creating and reviewing data and reporting using SalesForce customer relationship management software; Fostering and managing complex B2B relationships and partnerships; Senior stakeholder management, including leading interactions and meetings with C-suite participants; Delivering on annual sales objectives and key performance indicators. Travel reqt: 20% predominantly domestic travel is anticipated to various and unanticipated company and client sites.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercers approximately 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 worlds leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 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 (link removed). Follow Mercer on LinkedIn and X.

Marsh McLennan 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 (e-mail removed)

The applicable base salary range for this role is $190,000 - $237,600 per year. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. 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.


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