Wealth Management Segment Leader
Listed on 2026-03-01
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Management
Business Management, Corporate Strategy
We are seeking a talented individual to join our US Wealth Leadership team s role will be based in the US. This is a hybrid role that requires working at least three days a week in the office.
Job OverviewThe Wealth Management Segment Leader in the U.S. is a critical business role responsible for developing and leading the next stage of growth for Wealth Management s role involves setting strategic direction, achieving financial results, and serving as the commercial leader and face of the business both internally and externally.
Responsibilities- Achieve financial results including revenue, profit, and sales for the Wealth Management segment
- Serve as the commercial leader responsible for day-to-day business decisions and execution of segment strategic and tactical priorities
- Set strategic direction including segmentation, value proposition, and competitive positioning
- Manage direct reports and influence key partners in sales, local offices, and other segments
- Develop and manage talent within the segment
- Support broader US Investments leadership objectives and collaborate with Wealth Management Segment Leaders in other regions, including the Global Leader for Wealth Management
- Drive cross-Marsh collaboration to unlock additional opportunities
- Lead product design and development, model portfolios, private market solutions, and strategic partnerships on both branded and "white-label" bases
- Deep understanding and experience navigating the rapid evolution of product and distribution in U.S. Wealth Management, especially in alternative investments, model portfolios, and RIA aggregators
- Proven ability to develop a robust multi-year strategy including market analysis, competitive analysis, proposition development, financial modeling, and resourcing
- Experience designing and negotiating strategic partnerships that favor and protect Mercer
- Track record of executing and implementing strategic partnerships balancing business urgency with risk
- Proven product development and management experience, including navigating complex needs of SEC regulated products
- Ability to design, build, hire, and manage a "wholesale" force and related infrastructure to generate demand for Mercer’s products and solutions
- Experience directing and executing related technology, marketing, and collateral support
- Ability to identify and elevate potential inorganic growth opportunities in the segment
- Demonstrated success in leading growth initiatives in Wealth Management segments
- Strong commercial acumen combined with strategic and operational leadership skills
- Ability to build and lead high-performing teams and foster collaboration across multiple stakeholders
- Professional development opportunities, interesting work and supportive leaders
- A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities
- A range of career opportunities, as well as benefits and rewards to enhance your well-being
Base salary: $232,000 to $348,000, plus performance-based incentives and a competitive total rewards package that includes health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs, and employee assistance programs.
Merger Manager Consulting is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. For more information about Mercer, visit , or follow us on Linked In and X.
Marsh 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 rea
Marsh 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 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.
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