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RIA Edge: Mercer Advisors’ Martine Lellis on Growth Through Talent ManagementRIA Edge: Mercer Advisors’ Martine Lellis on Growth Through Talent Management

Martine Lellis shares her extensive views on the intense war for talent in the RIA space, and dives into the evolving NextGen and G2 talent shift.

Mark Bruno, Managing Director, Wealth Management

March 1, 2022

 

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As organizations grow, employees from top to bottom need to be aligned and appropriately motivated—and recruiting new talent will be essential to driving and creating exponential growth.  

In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Martine Lellis, chief talent and administrative officer with Mercer Advisors, on human capital and talent management within the firm. Martine shares her extensive views on the intense war for talent in the RIA space, and dives into the evolving NextGen and G2 talent shift.

Specifically, Mark and Martine discuss:

  • The driving forces behind the demand for talent and how Mercer views the competitive landscape in the RIA space.

  • What role does talent acquisition play in Mercer’s M&A strategy?

  • How firms are staffing today to support, manage and create growth.

  • When thinking about NextGen and G2 talent, how does Mercer approach those conversations, and where are new talent pools emerging in the industry?

Listen to the RIA Edge Podcast

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.