Client Portfolio Specialist

WTW•Charlotte, GA

About The Position

The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients. This role involves leading relationships for custom solution and fund-only clients, collaborating with the investment consulting team to support client management for Advisory + fund clients, and serving as the primary internal and external point of contact for investor questions. The specialist will proactively anticipate client needs, identify opportunities for relationship expansion, and participate in new business opportunities, with a particular emphasis on private markets. Additionally, the role focuses on identifying areas for operational and service efficiencies. A key responsibility is to oversee and manage the production of fund investor collateral, such as Quarterly Investment Reporting, fact sheets, and custom reports, and to manage the processes for delivering these to investors. Annually, a significant contribution will be coordinating with Research and the Portfolio Management Group to execute the SPS annual content plan.

Requirements

Undergraduate degree required
Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
Excellent client focus and a record of supporting the management of client relationships
Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management
Understanding of investment management organizations and their role in client solutions
Excellent oral and written communication skills and ability to liaise with internal and external constituencies
Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
Willingness to mentor junior colleagues to assist in developing our talent pool
Moderate travel required

Nice To Haves

Relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
Familiarity with customized stochastic modeling tools preferred

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
Clients Retention
Consistent delivery
Net Promoter Score
At risk identification and management
Issue response and resolution time
Leverage Investment Client Consulting Leads to enable efficient delivery and capacity
Optimize resource alignment
Invest in development of SPS client support team
Design, execute, and improve processes to support current clients and enable growth

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
Identify Theft Protection
Wellbeing Program
Work/Life Resources (including Employee Assistance Program)
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
Contributory Pension Plan
Savings Plan (401k)
Non-qualified Deferred Compensation (for Level 38 and more senior roles)
Deferred Savings Plans (for Level 38 and more senior roles)
Annual short-term incentive bonus