Investment Consultant

Description:

Join Mercer as an Investment Consultant (DC Pensions) – Shape Retirement Outcomes for the Future

Mercer, a global leader in health, wealth, and career solutions, is actively seeking a DC Pensions Investment Consultant to join its dynamic UK team in Bristol. This hybrid full-time role is geared toward professionals with a passion for delivering strategic investment guidance to institutional clients, particularly in the Defined Contributions (DC) space.

This is a unique opportunity to work with large and complex clients, playing a central role in transforming employer retirement strategies while driving client value, optimizing investment performance, and making a real-world impact.

Key Responsibilities:

• Deliver comprehensive investment advice to institutional clients, including the determination of objectives, establishing policy, selecting investment managers, and investment monitoring

• Develop and assess tailored investment strategies for large and jumbo market clients

• Maintain and grow client relationships, participate in industry events and seminars, and represent Mercer as a thought leader in DC consulting

• Contribute to business development efforts by preparing RFP responses and presenting new business proposals

• Stay visible in the DC marketplace through public speaking, publications, and active participation in professional societies

• Oversee project timelines, budgets, and client requirements, while managing and mentoring support teams

• Peer-review reports, incorporating client-specific details to ensure relevance and compliance

Required Qualifications & Skills:

• Professional qualifications such as IMC, CFA, FIA/FFA

• Proven experience in Defined Contributions investment consultancy or a relevant leadership role

• Solid understanding of DC pension market dynamics, investment products, and regulatory framework

• Exceptional communication and client relationship management skills

Preferred Attributes:

• Strong interpersonal and relationship-building abilities

• Commercial mindset with a consultative approach to client engagement

• Confidence in managing both existing clients and developing new business

Why Mercer?

• Professional development through training, mentorship, and interesting, impactful work

• A vibrant, inclusive culture where innovation, collaboration, and client service thrive

• Global scale providing varied career pathways and competitive rewards

• Flexible hybrid work culture – with an expectation of at least three days a week in-office or client-site, and one designated team “anchor day”

About Mercer & Marsh McLennan:

Mercer is a business of Marsh McLennan (NYSE: MMC), with over 90,000 employees globally and $24 billion in annual revenue. Mercer specializes in helping clients improve investment performance, shape the future of work, and enhance employee well-being across health and retirement.