Director, Investments Consulting Office Leader

The Role

All potential applicants are encouraged to scroll through and read the complete job description before applying.

This position is a dual role of being the Atlanta Office Line Business Leader (OLL) and a Senior Client Consultant.

The OLL component is responsible for representing the Investments business in the WTW Southeast region leadership team and maintaining a thriving culture in their office.

As a Senior Investment Consultant, you will lead 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.

The role will ensure colleagues are highly engaged and working effectively across teams within Atlanta as well as across the US to serve clients.

The role will report to the Head of Clients, US Investments.

The 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 a high level of visibility within the team, inspire confidence, and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning).

The 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).
• 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.

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