Director, Endowments & Foundations

🕒 Outubro 14

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $150.000 - $175.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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Mercer Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1985

🛡️ Seguros

💼 Consultoria

💳 Fintech

Insurance • Consulting • Fintech

A Mercer Advisors é uma empresa de consultoria financeira abrangente que se concentra em simplificar e ampliar a vida financeira dos clientes. Eles oferecem um serviço de estilo family office, proporcionando uma equipe unificada de planejadores financeiros, investidores, contadores e especialistas em patrimônio que elaboram planos financeiros personalizados para as necessidades individuais. Com mais de 40 anos de experiência, a empresa enfatiza um serviço personalizado, focado em fiduciário, sem comprometer a gestão de portfólio em nível institucional, tornando-o acessível para famílias e indivíduos que buscam melhorar seu futuro financeiro.

Descrição

• 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 with the Managing Director and firm finance • Provide input on practice investment cases and help manage resources against the approved plan • Surface adjacent growth opportunities for evaluation by leadership • Partner with Institutional sales and the Managing Director to originate and close discretionary OCIO and advisory mandates • Build relationships with executive directors, CFOs, CEOs, investment committees, finance committees, and boards • Support sales strategy, pipeline development, conversion, and target reporting • Execute portions of complex consultative sales processes, including RFPs and finalist presentations • Develop tailored value propositions aligned with clients’ governance models, investment objectives, spending needs, and missions • Manage relationships with OCIO search consultants, nonprofit intermediaries, and centers of influence • Oversee service and retention of existing nonprofit client relationships • Monitor client health and retention metrics and intervene in at-risk relationships • Improve client experience standards, reporting cadence, committee meeting support, and onboarding • Help execute the annual strategic marketing plan, including segmentation, campaigns, content, and lead generation • Support conferences, board and committee education programs, roundtables, webinars, and partner events • Contribute thought leadership on institutional investing, nonprofit governance, UPMIFA, fiduciary duty, spending policy, and reserve management • Refine practice positioning and messaging in the OCIO marketplace • Mentor and coach the Endowments & Foundations team • Contribute to coverage models, territory design, and go-to-market priorities • Collaborate with investment, portfolio management, marketing, compliance, legal, finance, and client service teams • Ensure practice activity complies with fiduciary obligations and compliance requirements

🎯 Requisitos

• Bachelor's degree required; advanced degree (MBA, MPA) and/or CFA preferred • 7+ years of institutional asset management, OCIO, or nonprofit investment advisory experience, with meaningful time in business development • Demonstrated success supporting or co-leading the sale of discretionary OCIO / fiduciary management or institutional investment solutions • Track record supporting or co-leading institutional mandate wins with sophisticated nonprofit and institutional buyers • Experience contributing to or supporting P&L management, budgeting, or business planning for a practice or team • Experience partnering with senior leadership on strategy execution; player/coach experience is a plus, not required • Experience engaging with investment committees, finance committees, and boards of directors, as well as internal investment teams, CIOs, OCIO search consultants, and intermediaries • Working knowledge of the endowment and foundation marketplace, including UPMIFA and nonprofit fiduciary standards, spending policy design, Investment Policy Statement construction, and nonprofit governance practice • Experience contributing to marketing, events, or thought leadership programs that generate measurable pipeline • Understanding of consultative sales methodologies and long-cycle institutional sales processes • Experience using CRM systems (Salesforce preferred) and managing sales pipelines and forecasts • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint • Excellent written and verbal communication skills, with the ability to present credibly to boards, committees, and public audiences • Flexibility to travel • Availability during standard business hours Monday through Friday, 8AM to 5PM

🏖️ Benefícios

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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