Director, Endowments & Foundations

🕒 il y a 24 jours

🇺🇸 États-Unis – Télétravail

💵 $150 000 - $175 000 / an

⏰ Temps Plein

🔴 Expert

👔 Directeur

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Mercer Advisors

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501 - 1000 employés

Fondée en 1985

🛡️ Assurance

💼 Conseil

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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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