Senior Director - Investment Client Consulting

WTW•Charlotte, NC

3d•$150,000 - $200,000

About The Position

As a Senior Director, Client Consulting, you will serve as a Senior Investment Consultant and lead client experience and investment consulting efforts for clients receiving advisory and Outsourced Chief Investment Officer (OCIO) services. You will advise Defined Benefit and Defined Contribution plans on investment services, including 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, and global research services. You will liaise with clients, fund managers, and other areas of the firm, and take responsibility for client relationships. This role requires moderate travel. Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific opportunity.

Requirements

Undergraduate degree required.
Ten or more years of investment experience, ideally in a client-service-oriented environment such as investment consulting or investment management.
Exceptional client focus and a 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 and demonstrated ability to understand client needs and translate them into action.
Ability to work as a team player in a professional services environment, debate effectively, and influence internally and externally at all organizational levels.
Track record of mentoring junior colleagues to deliver high-quality work.
Moderate travel required.

Nice To Haves

Progress toward CFA, CAIA, actuarial, or financial engineering qualifications is preferred.

Responsibilities

Lead investment consulting and OCIO client relationships, ensuring quality work and timely delivery of advice and services.
Enhance clients’ stated investment missions, planned implementation strategies, and execution strategies.
Maximize the intellectual capital applied to clients’ portfolios and ensure scope and fees are aligned.
Develop a full understanding of the key drivers for day-to-day contacts and investment committee members.
Provide services to trustees, investment sub-committees, and corporate sponsors.
Coordinate with sales and Client Management teams to identify, develop, and close strategic sales opportunities.
Contribute to the company’s competitive advantages in intellectual capital, particularly in defined contribution investment strategies.
Advise on the design, implementation, and monitoring of investment strategies based on modern portfolio theory, including derivatives where appropriate.
Identify market opportunities to develop tools and techniques and contribute to WTW’s thought leadership and research.
Maintain visibility within the team, demonstrate leadership, and support integration, corporate social activities, training, knowledge transfer, and succession planning.

Benefits

Competitive benefits package, subject to eligibility requirements.
Medical insurance, including prescription coverage.
Dental insurance.
Vision insurance.
Health Savings Account.
Commuter Account.
Health Care and Dependent Care Flexible Spending Accounts.
Group Accident and Group Critical Illness coverage.
Life insurance and AD&D coverage.
Group Legal coverage and identity theft protection.
Wellbeing Program and Work/Life Resources, including Employee Assistance Program.
Paid holidays and annual paid time off, including required state and local paid leave.
Short-term and long-term disability coverage.
Other leaves, including bereavement, FMLA, ADA, jury duty, military, parental, and adoption leave.
Contributory Pension Plan and 401(k) Savings Plan.
Some Level 38 and more senior roles may be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
Annual short-term incentive bonus eligibility.