Client Investment Consultant

WTW • Montreal, QC

3d

About The Position

As a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations. These services include setting of investment objectives and beliefs, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian and recordkeeper selection, transition advice and statements of investment policy. You will liaise closely with other senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships and intellectual capital development (and gaining support from investment analysts as appropriate). You will also have a role to play in the growth of our Canadian investment business, including business development and marketing. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Requirements

• Senior Director on the Client Service team
• Leading and coordinating consulting efforts to clients
• Providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations
• Setting of investment objectives and beliefs
• Strategic asset allocation
• Investment management structures
• Manager selection
• Performance measurement and evaluation
• Investment manager monitoring
• Custodian and recordkeeper selection
• Transition advice
• Statements of investment policy
• Liaising closely with other senior consultants, clients, fund managers and other areas of the firm
• Taking increasing responsibility for client relationships and intellectual capital development
• Gaining support from investment analysts as appropriate
• Playing a role in the growth of our Canadian investment business, including business development and marketing

Responsibilities

• Lead Investment consulting client engagements (for both advisor and delegated/OCIO clients), ensuring quality of work and timely delivery of advice and services
• Participate in providing a wide range of services to investment and pension committees
• Lead client teams that work together effectively in delivering services to clients
• Support the execution of large-scale engagements
• Establish a trusted advisor role with clients and provide consistent, superior relationship management
• Producing work in accordance with Professional Excellence requirements
• Complete project deliverables through effective resource utilization
• Partner with internal lines of business to assist in better addressing the client’s need and objectives
• Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities
• Manage project and financials of the services conducted for clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed