[Hiring] Director, Endowments & Foundations @Mercer Advisors

Role Description

Mercer Advisors is seeking a Director, Endowments & Foundations to help lead the day-to-day execution, growth, and client experience of our institutional nonprofit practice, reporting to the Managing Director of Institutional Partnerships. This is a senior execution-focused role, partnering closely with the Managing Director on practice strategy while carrying direct accountability for new business development, client service delivery, and team coordination.

• Support the Managing Director in shaping practice strategy, including market segmentation, service model design, and multi-year growth roadmap.
• Contribute to P&L reporting and analysis in partnership with the Managing Director and firm finance.
• Provide input on the business case for practice investment (headcount, technology, marketing spend); help manage resources against the approved plan.
• Surface adjacent growth opportunities for evaluation by the Managing Director and firm leadership.
• Partner with the Institutional sales team to originate and close discretionary OCIO and advisory mandates.
• Build and deepen relationships with executive directors, CFOs, CEOs, and boards of directors.
• Support the practice's sales strategy, contributing to pipeline development and conversion.
• Oversee the service and retention of the practice's existing nonprofit client relationships.
• Help build and execute the practice's annual strategic marketing plan.
• Serve as a senior team member, mentor, and coach to the Endowments & Foundations team.
• Work cross-functionally with various teams to deliver the practice's mandate.

Qualifications

• Bachelor's degree required; advanced degree (MBA, MPA) and/or CFA preferred.
• 7+ years of institutional asset management, OCIO, or nonprofit investment advisory experience.
• Demonstrated success supporting or co-leading the sale of discretionary OCIO / fiduciary management or institutional investment solutions.
• Experience contributing to or supporting P&L management, budgeting, or business planning.
• Working knowledge of the endowment and foundation marketplace.
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
• Excellent written and verbal communication skills.
• Flexibility to travel.

Requirements

• Experience engaging with investment committees, finance committees, and boards of directors.
• Understanding of consultative sales methodologies and long-cycle institutional sales processes.
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines and forecasts.

Benefits

• Company Paid Basic Life & AD&D Insurance.
• Company Paid Short-Term and Long-Term Disability Insurance.
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans.
• Vision Insurance Plan.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days.
• Paid Parental Leave (8 weeks).
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match.
• Pet Insurance.