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Investment Consultant, DC Pensions
Marsh McLennan. Lead DC investment consulting work for mid-size to large clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in DC investment consulting, with a focus on client relationship management, performance monitoring, and investment strategy implementation. Proven ability to drive business development and contribute to practice growth through effective stakeholder engagement and thought leadership.
Highest-signal resume keywords
DC Investment ConsultingClient Consulting SkillsInvestment Advisory ExperienceProfessional Qualification (IMC, FIA/FFA, CFA)Business Development Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance MonitoringStrategy ReviewsDefault Strategy DesignInvestment Change ImplementationGovernance
Soft Skills
Stakeholder ManagementClear CommunicationProactive Working StyleRelationship Building
Certifications & Qualifications
IMCFIAFFACFA
Industry Keywords
UK DC SchemesCommercial MindsetThought LeadershipClient EngagementMarket Presence
About the role
Key responsibilities & impact- Lead DC investment consulting work for mid-size to large clients
- Deliver and promote Marsh’s consulting services
- Support senior investment consultants on complex clients
- Conduct performance monitoring, strategy reviews, default strategy advice, investment changes, and statutory document updates
- Review and quality-check work produced by analysts and junior consultants
- Manage elements of client relationships, including budgets and commercial oversight
- Drive proactive revenue generation by retaining clients and expanding services
- Collaborate closely with senior consultants
- Review and elevate analysts’ and junior colleagues’ work
- Contribute to practice growth through client engagement and market presence
Requirements
What you’ll need- Circa 5 years’ experience in a DC investment consulting role; ideally UK DC, with comparable experience considered
- A relevant professional qualification or progress toward one (IMC, FIA/FFA, and/or CFA)
- Strong client consulting and stakeholder management skills
- Ability to communicate clearly and credibly
- Proven experience supporting and/or leading investment advisory work, including monitoring, governance, and implementation
- Demonstrated commercial mindset
- Experience contributing to business development through existing and new client opportunities
- Experience advising UK DC schemes on default strategy design, performance oversight, and investment change implementation
- Confidence building internal and external relationships at all levels
- Proactive working style and comfort operating in a dynamic, collaborative environment
- Project management capability helpful but not essential
- Track record of contributing to thought leadership/intellectual capital
- Must work from a local office or onsite with clients at least three days per week
Benefits
Comp & perks- Study support available toward IMC/FIA/FFA/CFA
- Professional development opportunities
- Interesting work and supportive leaders
- Vibrant and inclusive culture
- Career opportunities
- Benefits and rewards to enhance well-being
- Flexible work environment
- Hybrid working with flexibility to work remotely and collaborate in the office
- Reasonable adjustments for candidates with disabilities