Compass Financial Partners, a Marsh & McLennan Agency LLC Company

Director, Investment Consulting– Greensboro or Charlotte, NC

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as Director, Investment Consulting at Compass Financial Partners, A Marsh & McLennan Agency LLC Company.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Director, Investment Consulting on the Retirement Services team, you will work with the Chief Investment Officer to develop and deliver solutions for institutional clients, such as sponsors and trustees of defined-contribution retirement plans, pension funds and other institutional asset pools. You will accomplish this by collecting and analyzing data from Investment Managers and third-party record keepers utilizing a variety of tools and performing analysis to develop recommendations and generate/present quarterly reports to clients. You will also participate in client meetings, communicating information about the markets and specific investments within the plan and closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Three to Four years of industry experience
• Bachelor’s degree
• Willingness to work towards required securities licenses (minimum Series 65)

These additional qualifications are a plus, but not required to apply:

• CFA designation is preferred
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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