Defined Contribution Strategist

WTW • Dallas, NY

8d • $150,000 - $220,000

About The Position

Our Retirement team combines expertise in retirement, actuarial and compliance consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension, a defined contribution plan, and/or a nonqualified plan, we collaborate with the organization to determine the right approach to design, funding, investing, governing, and employee engagement that fits their specific goals. The Defined Contribution (“DC”) Strategy Team is part of WTW’s Client Solutions group within WTW’s Retirement business. The DC Strategy Team is comprised of a group of colleagues with complementary skill sets that can be deployed to meet the range of client needs and business objectives (e.g., industry expertise, geography, specific DC expertise, client connection, Lead Retirement Consultant buy-in, etc.). The DC Strategy Team’s charter is to expand WTW’s DC footprint and enhance brand and market impact, by identifying and commercializing key DC Client Solutions through partnership with Lead Retirement Consultants (“LRCs”) to identify and engage in revenue generating discussions and outcomes. DC Strategy Team Role As a member of the DC Strategy Team, you will serve as a subject matter expert (“SME”) specific to defined contribution opportunities and, in collaboration with LRCs, provide support and strategy to develop new business and deliver on strategic client engagements for our clients.

Requirements

• 12+ years consulting in DC space
• Executive presence with polished and well-developed written/oral communication skills
• Specialized defined contribution market and ERISA/DOL/IRS knowledge
• Organized, proactive, and focused leader
• Creative problem solver who overcomes challenges

Responsibilities

• Articulating the WTW DC value proposition internally and externally
• Driving significant DC revenue growth that is measurable and repeatable through LRC partnership
• Partnering with LRCs to expand their DC knowledge, to strengthen partnerships and identify and engage in DC opportunities and revenue generating discussions
• Articulating and demonstrating DC knowledge and solutions to support strategy discussions with LRCs
• Collaborating with Retirement Business Leaders and Office Business Leaders to execute DC consulting business strategy in the local and regional markets
• Deploying into multiple clients as the DC SME based on the customized needs of the client and client team
• Collaborating with LifeSight PEP stakeholders, adjacent Client Solutions (e.g., Financial Resilience, Nonqualified Plans, Governance & Compliance) and key non-Retirement businesses (e.g., Investments, etc.) to share experiences, ideas and identify new and emerging opportunities
• Leveraging experience in external marketplace, including work with external DC vendors, to facilitate knowledge sharing and expand DC Strategy Team expertise
• Coordinating with LRC/client team to develop and present high quality client deliverables

Benefits

• Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• 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 and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

What This Job Offers

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