Endowments and Foundations Investment Consultant

Marsh McLennan

. Deliver investment advice and solutions to endowment and foundation clients .

Posted 10/16/2026full-timeUnited StatesSeniorLead💰 $122,400 - $244,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering investment advice and solutions, particularly for endowment and foundation clients, while effectively communicating complex investment topics. Proven ability to build and nurture client relationships and drive business development through strategic engagement and mentorship.

Highest-signal resume keywords

Investment Solutions DevelopmentClient Relationship ManagementBusiness Development OrientationCFA CertificationExperience With Endowment Clients

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AdviceAlternative InvestmentsPortfolio ManagementInvestment StrategySales ParticipationComplex Topic PresentationClient Service ExcellenceMarket Conditions AnalysisMentorshipCommunication Skills

Soft Skills

Self-MotivationTeam CollaborationAdaptabilityEagerness To LearnCareer Development Support

Certifications & Qualifications

CFACFPCAIA

Industry Keywords

Endowment ClientsFoundation ClientsInstitutional ClientsInvestment CommitteesSales Finals

About the role

Key responsibilities & impact

Deliver investment advice and solutions to endowment and foundation clients
Work with clients’ staff, investment committees, and boards
Design, develop, deliver, and communicate investment solutions, including alternative investments
Collaborate across investment strategy, portfolio management, research, marketing, sales, and consulting teams
Mentor junior colleagues and support their career development
Engage with clients and prospective clients to grow services and help advance their missions
Build and nurture client relationships
Participate in sales finals and drive expansion opportunities
Present complex traditional and alternative investment topics to clients
Lead relationships with complex clients

Requirements

What you’ll need

Bachelor's degree, preferably in a relevant field
7–15 years of experience related to the position
Proven history of excellent client service, preferably with endowment and foundation clients
Demonstrable communication of traditional and alternative investments to clients
Experience presenting complex investment topics to clients with varying levels of sophistication
Strong business development orientation through building and nurturing client relationships, participating in sales finals, and driving expansion opportunities
CFA, CFP, CAIA, or advanced degree preferred
Experience with endowment and foundation clients and institutional clients considered
Self-motivation and ability to work well in a team environment
Ability to manage multiple priorities in a rapidly changing and dynamic environment
Eagerness to learn and keep up to date with the investment industry and market conditions
Ability to work in the local office or onsite with clients at least three days per week

Benefits

Comp & perks

Professional development opportunities
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Flexible remote work options within the hybrid model
Supportive and inclusive work environment
Career opportunities
Performance-based incentives may be available