Lead Proposal Specialist

Lead Proposal Specialist - Investments

We are seeking a talented individual to join our Regional Market Development (RMD) team s role can be based in Toronto, Vancouver, Calgary, Montreal, or Halifax, and it is a hybrid role with the requirement of working at least three days a week in the office. This role may be eligible for a fully remote work arrangement.

As a Lead Proposal Specialist - Investments, you will be responsible for writing and project‑managing the proposal process for Mercer’s Investments business, including advisory and delegated solutions. This includes ensuring that our submissions are compelling, compliant, and leverage best practices to drive growth. You will provide strategic guidance throughout the proposal lifecycle, collaborating with cross‑functional teams to deliver high‑quality proposals that resonate with our clients.

• Lead the proposal writing process, crafting clear, persuasive, and tailored content that addresses client needs and showcases Mercer’s value proposition, primarily focusing in our Wealth business including investment consulting opportunities while supporting other practices (Career and MMB) as needed.
• Ensure compliance with client requirements and timely submissions, acting as a strategic advisor to consultants on positioning and messaging.
• Leverage winning deal strategies to drive growth and succeed in high‑impact proposals, coaching consulting teams on delivering the best of the firm.
• Prepare finalist presentations to capture new business and maintain existing client relationships across industries.
• Regularly update and manage the content proposal database to streamline future submissions and ensure access to the latest information and best practices.

• 5+ years of senior proposal management experience in professional services or a large/global multidisciplinary organization, with a strong preference for candidates with a track record in industries such as banking, investing, and asset management.
• Extensive experience in working with and coaching multi‑faceted teams to create client‑facing presentations.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint).
• Excellent organizational, interpersonal, verbal, and written communication skills, with a strong attention to detail.
• Proven experience in leading complex, technically focused proposal (RFP response) opportunities.

• APMP or project management certification.
• Degree or certificate in communication, business, or a related field preferred.
• Bilingual working proficiency in English and French.

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well‑being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses:
Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on Linked In 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, or any other characteristic protected by applicable law.

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