Senior Director - Investment Client Consulting

About the role

As a Senior Director, Client Consulting, you are a Senior Investment Consultant responsible for leading the client experience and investment consulting efforts for clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW’s experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans, including:

• Strategic setting of investment objectives
• Strategic asset allocation
• Investment management structures
• Manager selection
• Performance measurement and evaluation
• Investment manager monitoring
• Custodian selection
• Transition advice
• Statements of investment policy
• Global research services

You will liaise closely with clients, fund managers, and other areas of the firm while taking responsibility for client relationships. Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this role.

Responsibilities

• Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
• Enhance the client’s stated investment mission, planned implementation strategy, and execution strategy
• Maximize the intellectual capital that gets into clients’ portfolios and ensure scope and fees are aligned
• Develop full knowledge/understanding of the key drivers for both day-to-day and investment committee members
• Provide a wide range of services to trustees, investment sub-committees, and corporate sponsors
• Coordinate with existing sales and Client Management teams to identify, develop, and close strategic sales opportunities
• Contribute to the company’s competitive advantages in intellectual capital, particularly related to defined contribution investment strategies
• Provide advice on the design, implementation, and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
• Identify opportunities in the market to develop new tools and techniques and contribute to WTW’s thought leadership and research
• Maintain a high level of visibility within the team, inspire confidence, and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)

Requirements

• Undergraduate degree required; progress toward CFA, CAIA, actuarial, or financial engineering qualifications preferred
• Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)
• Exceptional client focus and proven track record of attracting, building, and managing client relationships
• Excellent oral and written communication skills and ability to liaise with internal and external constituencies
• Experience in a client-service environment; demonstrated ability to understand client needs and translate them into action
• Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally and externally at all levels
• Track record of mentoring junior colleagues to deliver high-quality work
• Moderate traveling required

Pay

The salary compensation range for this role is $130,000 to $210,000. This role is also eligible for an annual short-term incentive bonus.

Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans