Client Portfolio Specialist
About The Position
The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients. This includes leading relationships for custom solution and fund-only clients, collaborating with the investment consulting team to support client management needs for Advisory + fund clients, and serving as the primary internal and external point of contact for investor questions. The role involves proactively anticipating client needs, identifying opportunities for relationship expansion, and participating in new business opportunities, particularly in private markets. Additionally, the specialist will identify areas for operational and service efficiencies, oversee and manage the production of fund investor collateral (such as Quarterly Investment Reporting, fact sheets, and custom reports), and manage their delivery processes. A key annual contribution involves coordinating with Research and the Portfolio Management Group to execute the SPS annual content plan. Annual objectives for this role include client retention, consistent delivery, achieving a high Net Promoter Score, identifying and managing at-risk clients, ensuring timely issue response and resolution, and leveraging Investment Client Consulting Leads for efficient delivery and capacity. Financial objectives include managing the size of the client book of business and achieving sales credits. People-related objectives focus on optimizing resource alignment and investing in the development of the SPS client support team. Innovation and Excellence objectives involve designing, executing, and improving processes to support current clients and enable growth.
Responsibilities
- Lead relationships for custom solution and fund only clients
- Collaborate with the investment consulting team to support the client management needs for Advisory + fund clients (and custom solutions as appropriate)
- Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge
- Proactively anticipate client needs and requests
- Identify potential opportunities for relationship expansion
- Participate in new business opportunities (support SPS growth function), with an emphasis on private markets
- Identify areas for operational and service efficiencies
- Oversee and manage the production of fund investor collateral (Quarterly Investment Reporting, fact sheet, custom reports) and manage the processes for delivering to investors
- Coordinate with Research and the Portfolio Management Group to execute the SPS annual content plan
- Achieve client retention
- Ensure consistent delivery to clients
- Improve Net Promoter Score
- Identify and manage at-risk clients
- Ensure timely issue response and resolution
- Leverage Investment Client Consulting Leads to enable efficient delivery and capacity
- Manage the size of client book of business
- Achieve sales credits
- Optimize resource alignment
- Invest in development of SPS client support team
- Design, execute, and improve processes to support current clients and enable growth
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
1-10 employees
