Director, Endowments & Foundations

Mercer Advisors

. Support the Managing Director in shaping practice strategy, including market segmentation, service model design, and multi-year growth roadmap .

Posted 10/14/2026full-timeRemote • United StatesLead💰 $150,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in institutional asset management and fiduciary responsibilities, with a strong focus on business development and client relationship management. Proficient in P&L analysis, consultative sales processes, and strategic marketing initiatives within the nonprofit and OCIO sectors.

Highest-signal resume keywords

Institutional Asset ManagementBusiness DevelopmentP&L ManagementConsultative Sales MethodologiesNonprofit Governance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

P&L AnalysisBusiness PlanningSales Pipeline ManagementInvestment Policy Statement ConstructionSpending Policy DesignCRM Systems (Salesforce)MS ExcelMS WordMS OutlookMS PowerPoint

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationRelationship BuildingMentoringCoaching

Certifications & Qualifications

Bachelor's DegreeMBAMPACFA

Industry Keywords

OCIONonprofit Investment AdvisoryUPMIFAFiduciary DutyInvestment CommitteesFinance CommitteesClient Retention MetricsThought LeadershipMarket SegmentationLead Generation

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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