Candace Bradley
Austin,TX
Summary
Versatile finance professional with 8+ years of experience driving growth, deepening client relationships, and informing go-to-market strategy. Recognized for pairing analytical rigor with a consultative, client-centric approach, earning trusted advisor status with executives, sales partners and institutional clients. Entrepreneurial and action-oriented, bringing experience from both fast-paced startups and large enterprise environments.
Overview
9
9
years of professional experience
3
3
Certifications
Work History
Investment Associate
Mercer
Austin, Texas
02.2022 - Current
- Drive strategic growth for Mercer's $74B+ OCIO platform by leading cross-functional initiatives that align sales, product, and operations, streamlining processes, and improving go-to-market efficiency.
- Partner with client managers across business units, serving as a trusted advisor to educate them on Mercer's wealth capabilities, enabling effective cross-selling, and expanding the firm's book of business.
- Develop and execute comprehensive sales enablement strategies, including RFP response, pitch deck development, team alignment, and pricing strategies, to strengthen positioning and maximize deal success.
- Built and implemented Mercer's enterprise referral and partnership program, generating over $85M in new pipeline value and securing $2M in internal funding for firmwide replication.
- Collaborate with investment committees to evaluate pricing models and manager transitions, ensuring proposals align with client needs, market conditions, and profitability targets.
- Oversee KPI tracking and performance analytics across business development and OCIO initiatives, leveraging data to help guide leadership strategy.
- Present data-backed recommendations to senior leadership, translating market trends and business development outcomes into actionable business strategies to optimize product positioning and client acquisition.
Associate
PIMCO
Austin, Texas
08.2020 - 02.2022
- Presented complex financial concepts, including the firm's evolving economic outlook and capital market assumptions, to investment professionals, enhancing their understanding of key investment strategies.
- Enhanced advisor trust and drove business development efforts through a consultative, education-driven approach that translated complex fixed-income and macro concepts into actionable guidance.
- Played a key role in multiple product launches, including two major IPOs, surpassing territory sales targets.
- Awarded an additional sales territory due to strong performance, and consistent success in supporting advisors, and driving growth.
- Maintained a comprehensive understanding of PIMCO's wide range of investment strategies, enabling effective communication of insights and recommendations to clients.
- Produced timely risk analysis, attribution research, and scenario modeling to support informed investment decisions, reinforce long-term client confidence, and optimize portfolio performance.
Senior Institutional Consultant
TIAA
Denver, Colorado
07.2018 - 08.2020
- Promoted to consult institutional clients on investment strategy, governance, and plan design, deepening relationships, and reinforcing trust.
- Led consultative sales conversations that aligned TIAA's investment capabilities with client needs, strengthening satisfaction and retention.
- Served as the liaison between participant services and TIAA's elite institutional clients, ensuring alignment on plan goals, communication strategies, and fiduciary best practices.
- Developed internal training guides and resources to streamline onboarding and standardize consulting approaches across teams.
- Led participant education initiatives in collaboration with plan sponsors, aligning messaging and tools with regulatory requirements and organizational goals.
Financial Consultant
TIAA
Denver, Colorado
05.2017 - 07.2018
- Built trusted client relationships by delivering a comprehensive suite of consulting services and guiding clients through complex financial decisions related to asset allocation, retirement planning, and transaction execution.
- Delivered tailored portfolio recommendations by analyzing client financial profiles, long-term goals, and risk tolerance, aligning solutions with TIAA's full suite of investment products.
- Executed financial transactions with precision, ensuring operational accuracy, compliance, and a high standard of client satisfaction.
- Collaborated with internal teams to accurately interpret complex regulations and unique client situations, delivering clear and actionable guidance, empowering clients to make informed investment decisions.
- Mentored junior consultants by delivering hands-on coaching and implementing structured training programs.
Sales Consultant
Redefy Real Estate
Denver, Colorado
11.2016 - 05.2017
- Led business development efforts across multiple markets, identifying new client opportunities, and driving growth for a fast-paced real estate startup.
- Built and managed a robust sales pipeline, guiding clients through each stage of the buying and selling process with clarity.
- Quickly developed subject matter expertise in residential real estate, including pricing dynamics, negotiation processes, and market conditions, to effectively articulate Redefy's value proposition.
Education
Bachelor Of Science (BS) - Economics
Florida State University
Tallahassee07-2016
Bachelor Of Science (BS) - International Relations
Florida State University
Tallahassee, FL07-2016
Skills
- Strategic Planning & Execution
- Business Development
- Data-Driven Decision Making
- Operational Efficiency
- GTM Execution
- Consultative Selling
- Cross-Functional Leadership
- Stakeholder Management
- Performance Measurement & KPI Development
- Executive Communication
Certification
Series 6
Timeline
Investment Associate
Mercer
02.2022 - Current
Associate
PIMCO
08.2020 - 02.2022
Senior Institutional Consultant
TIAA
07.2018 - 08.2020
Financial Consultant
TIAA
05.2017 - 07.2018
Sales Consultant
Redefy Real Estate
11.2016 - 05.2017
Bachelor Of Science (BS) - Economics
Florida State University
Bachelor Of Science (BS) - International Relations
Florida State University