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Defined Contribution Financial Wellness Consultant

Location: Los Angeles, California, United States

Secondary Locations: New York,New York,United States;Seattle,Washington,United States;Boston,Massachusetts,United States;San Francisco,California,United States;Chicago,Illinois,United States;

Company: Mercer

Job ID R_042413-en

Mercer’s Wealth (Retirement & Investments) business provides consulting services to retirement plan sponsors of mid-size to large organizations.

This DCFW Research role is responsible for supporting the DC and Financial Wellness group within Mercer Wealth via the development and collation of intellectual capital, as well as delivery of broader research support. The job will vary based on consulting needs, but can include responsibilities over the following:

·         A familiarity with financial wellness vendors, and the maintenance of the financial wellness vendor database

·         Development of DC analytics used to evaluate the behaviors of DC plan participants

·         Continued development of the DC diagnostic tool

·         A source of knowledge for the various DC surveys that exist

·         Reviews of managed account solutions, target date funds and possibly stable value products

·         Note-taking roles with various DC Committees

·         Support with development of the DC database

·         Support with development of the quarterly DC Consulting deck

·         Ability to provide expertise in support of consultants in specific client situations


·         Bachelor’s Degree in Math, Finance, Actuarial Science, Economics, Statistics, or related field

·         Ability to multi-task, manage multiple priorities and work in a rapidly changing and dynamic environment

·         High-level attention to detail and an understanding of its application to the bigger picture

·         Inquisitive, independent self-starter, able to develop new ideas where no precedent exists

·         Strong computing skills preferred

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