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Job Summary:Mercer Advisors is seeking a Director, Endowments & Foundations to help lead the day-to-day execution, growth, and client experience of our institutional nonprofit practice, reporting to the Managing Director of Institutional Partnerships. Mercer Advisors has served nonprofit organizations since our founding in 1985, and our Endowments & Foundations practice today serves 225+ nonprofit clients across the country.This is a senior execution-focused role, partnering closely with the Managing Director on practice strategy while carrying direct accountability for new business development, client service delivery, and team coordination. The Director will support the practice's growth agenda, contribute to business planning and resource decisions, help build the marketing and thought-leadership engine, originate and close institutional mandates alongside the Institutional sales team, and oversee day-to-day service and retention of the existing client base. Success in this role requires fluency in institutional investment strategy, nonprofit governance and fiduciary practice, and strong execution discipline within a defined strategic mandate set by firm leadership.
Essential Job Functions for this role include:Strategic Support & Business PlanningSupport the Managing Director in shaping practice strategy, including market segmentation, service model design, and multi-year growth roadmapContribute to P&L reporting and analysis in partnership with the Managing Director and firm financeProvide input on the business case for practice investment (headcount, technology, marketing spend); help manage resources against the approved planSurface adjacent growth opportunities, including new institutional sub-verticals, partnership channels, and inorganic opportunities, for evaluation by the Managing Director and firm leadershipNew Business DevelopmentPartner with the Institutional sales team and Managing Director to originate and close discretionary OCIO and advisory mandates with endowments, private and community foundations, educational institutions, faith-based organizations, healthcare nonprofits, and other tax-exempt institutionsBuild and deepen relationships with executive directors, CFOs, CEOs, investment committees, finance committees, and boards of directorsSupport the practice's sales strategy, contributing to pipeline development and conversion; report progress against shared targetsExecute portions of complex, consultative, long-cycle sales processes including RFPs and finalist presentations, in coordination with the Managing DirectorDevelop tailored value propositions in collaboration with the broader team, aligned to each organization's governance model, investment objectives, spending needs, and long-term missionBuild and manage relationships with OCIO search consultants, nonprofit intermediaries, and centers of influence that influence buyer criteria and selection outcomesClient Oversight & Service DeliveryIn partnership with the Head of Endowments & Foundations practice, oversee the service and retention of the practice's existing nonprofit client relationships, ensuring consistent delivery of the firm's fiduciary standard of care across the client baseMonitor client health and retention metrics; intervene directly in at-risk relationships and escalate systemic service issuesDefine and continuously improve the practice's client experience standards, including reporting cadence, committee meeting support, and onboardingMarketing, Events & Thought LeadershipHelp build and execute the practice's annual strategic marketing plan in partnership with the firm's marketing organization, including segmentation, campaign strategy, content calendar, and lead generation targetsSupport the practice's events strategy — conferences, board and committee education programs, regional roundtables, webinars, and co-hosted events with professional partnersContribute to thought leadership on institutional investing, nonprofit governance, UPMIFA and fiduciary duty, spending policy, and reserve managementHelp refine the practice's differentiated positioning and messaging in a competitive OCIO marketplaceTeam LeadershipServe as a senior team member, mentor, and coach to the Endowments & Foundations team, providing direction on pipeline strategy, deal execution, client engagement, and professional developmentContribute to coverage models, territory design, and go-to-market priorities in partnership with firm leadershipCross-Functional CollaborationWork cross-functionally with the Chief Investment Officer and investment research team, portfolio management, marketing, compliance, legal, finance, and client service to deliver the practice's mandatePartner with subject matter experts across the firm to position the full breadth of Mercer Advisors' capabilities to institutional clientsContribute institutional client perspective to firmwide strategy, product, and investment discussionsEnsure all practice activity is conducted in accordance with Mercer Advisors' fiduciary obligations and compliance requirements
Knowledge, Skills, and Abilities:Bachelor's degree required; advanced degree (MBA, MPA) and/or CFA preferred7+ years of institutional asset management, OCIO, or nonprofit investment advisory experience, with meaningful time in business developmentDemonstrated success supporting or co-leading the sale of discretionary OCIO / fiduciary management or institutional investment solutionsTrack record supporting or co-leading institutional mandate wins with sophisticated nonprofit and institutional buyersExperience contributing to or supporting P&L management, budgeting, or business planning for a practice or teamExperience partnering with senior leadership on strategy execution; player/coach experience is a plus, not requiredExperience engaging with investment committees, finance committees, and boards of directors, as well as internal investment teams, CIOs, OCIO search consultants, and intermediariesWorking knowledge of the endowment and foundation marketplace, including UPMIFA and nonprofit fiduciary standards, spending policy design, Investment Policy Statement construction, and nonprofit governance practiceExperience contributing to marketing, events, or thought leadership programs that generate measurable pipelineUnderstanding of consultative sales methodologies and long-cycle institutional sales processesExperience using CRM systems (Salesforce preferred) and managing sales pipelines and forecastsStrong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPointExcellent written and verbal communication skills, with the ability to present credibly to boards, committees, and public audiencesFlexibility to travel
Work Schedule:This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.Application Deadline: The initial deadline for applications is 11/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Base Pay Range
$150,000
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$175,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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