Senior Director - Investment Client Consulting
Lead investment consulting and OCIO client relationships, advising on asset allocation, manager selection, and performance evaluation for retirement plans.
- Compensation
- $130K–$210K / yr
- Location
- Atlanta, GA, United States
- Work setup
- Not specified
- Seniority
- Senior
- Employment
- Not specified
- Experience
- Not specified
- Category
- Not specified
- Posted
Skills
Must have
- Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred
- Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)
- Exceptional client focus and 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; demonstrated ability to understand the needs of a client and translate into action
- Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization
- Track record of mentoring junior colleagues to deliver high quality work
- Moderate traveling required
Full description
The role
As a Senior Director, Client Consulting, you are a Senior Investment Consultant and will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW’s experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans.
These services include: strategic setting of 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 closely with clients, fund managers and other areas of the firm and take responsibility for client relationships.
Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity
Responsibilities
- Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
- Enhance the client’s stated investment mission, planned implementation strategy, and execution strategy
- Maximize the intellectual capital that gets into clients’ portfolios and ensure scope and fees are aligned
- Develop full knowledge/understanding of the key drivers for both day to day and investment committee members
- Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
- Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities
- Contribute to the company’s competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies
- Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
- Identify opportunities in the market to develop new tools and techniques and contribute to WTW’s thought leadership and research
- Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)
Qualifications and requirements
- Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred
- Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)