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Consulting Principal - Financial Services

Marsh McLennan

Marsh McLennan

Accounting & Finance
Multiple locations
Posted on Sep 28, 2024

Mercer is a global consulting firm that specializes in providing advice and solutions in the areas of health, wealth, and career. With a rich history dating back to 1937, Mercer operates globally, with offices in more than 40 countries and a network of over 25,000 employees, serving clients across various industries, including healthcare, financial services, technology, manufacturing, and government sectors.

The CAT – Commercial Acceleration Team is responsible for turning prospects into clients by successfully closing business deals, selling Mercer HR consulting products and services by identifying prospective clients, creating sales strategies, growing client relationships, developing proposals and negotiating sales contracts.

The Financial Services Solution addresses its vertical and sectorial knowledge and expertise to clients operating in the financial, bank, insurance, reinsurance and similar sectors, cross collaborating with all the other Mercer practices in order to deliver the best service and solutions to our clients.

What can you expect?

As a Principal in the CAT Team focused on clients within the Financial Services, Private Equity and M&A industry at Mercer, you will be responsible for driving revenue growth by identifying and acquiring new clients, as well as expanding business with existing clients.
You will work closely with the Chief Commercial Officer, the Financial Services, Private Equity and M&A Industry Leader and other team Senior members to develop and execute sales strategies, build relationships with key decision-makers, and achieve sales targets.
Your strong understanding and expertise in the HR environment and consulting solutions, including but not limited to HR strategy, People development, HR digital transformation, compensation and benefit systems, performance management, workforce organization and change will be instrumental in driving organizational success.

We will count on you to:

  • Identify and prospect new clients across various industries, including companies undergoing restructuring, M&A, or workforce transformation, but especially in the Financial Services sector;
  • Build and maintain a pipeline of qualified leads through networking and other lead generation activities;
  • Conduct in-depth needs analysis and consultative selling to understand client requirements and propose tailored solutions;
  • Present and demonstrate Mercer business solutions to clients, highlighting the value proposition and differentiators;
  • Collaborate with internal teams, including consultants and subject matter experts, to develop customized proposals and solutions for clients;
  • Negotiate and close sales contracts, ensuring alignment with client expectations and Mercer's pricing and profitability guidelines;
  • Develop and maintain strong relationships with key decision-makers and influencers within client organizations;
  • Stay up-to-date with industry trends, market developments, and competitor activities to identify new business opportunities;
  • Provide regular sales forecasts, reports, and updates to the CCO and other relevant stakeholders;
  • Collaborate with marketing and communication teams to develop and execute targeted sales campaigns and initiatives;
  • Represent Mercer’s value proposition at industry events, conferences, and trade shows to enhance brand visibility and generate leads.


What you need to have:

  • +10 yrs of experience and proven track record of success in sales, preferably in one or more of these areas: Talent Strategy, Transformation, Executive Remuneration, Organization for Financial Services clients;
  • Strong knowledge and expertise in the HR environment and consulting solutions (HR digital transformation, compensation and benefit systems, performance management and talent development, workforce organization and change management);
  • Excellent communication and presentation skills, with the ability to articulate complex concepts and solutions to clients;
  • Demonstrated ability to build and maintain relationships with key decision-makers and influencers;
  • Strong negotiation and closing skills, with a focus on achieving sales targets and driving revenue growth;
  • Self-motivated and results-oriented, with the ability to work independently and as part of a team;
  • Willingness to travel as required to meet with clients and attend industry events.

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 20,000 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 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 mercer.com. Follow Mercer on LinkedIn and X.

Marsh McLennan is committed to creating 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, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.