The BusinessWillis Towers Watson’s investment business aims to change investment for the better for the benefit of its clients.
To achieve this, we look to hire and retain the best people, provide opportunities for them to continue to develop their skills and then empower them to make a difference.
Our client base of leading investment institutions (including many of the world’s largest pension funds, endowments/foundations, VEBA’s, insurance companies, and sovereign wealth funds) demand excellence and creative solutions to the investment challenges they face.
As a result, we look to bring people with a variety of backgrounds and skills to work collaboratively on cutting edge assignments.
The Delegated Investment Services (“DIS”) team manages c.
$130 billion of assets globally.
Portfolio management involves investment strategies that are more appropriate for today’s complex markets, and our solution provides effective execution of these investment strategies.The RoleAs Head of Clients US Delegated, you will be responsible for the overall client experience of our Delegated clients.
This includes the content creation, delivery and communication of our solution and client results.
You will be the Client Lead for complex clients and provide guidance and mentoring to colleagues who are also in client lead roles throughout the business.
Success in this role results in high levels of client retention and an excellent client experience for both external and internal clients.
Collaborating with Market (regional or office) Leaders, you will influence and support colleagues in a variety of reporting structures.
As a senior member of the US Management team, you will work alongside Regional Heads, Portfolio Management, Solutions, Operations and Product.
This role includes line management of client associates and reports to the US Head of Delegated.ResponsibilitiesClient Focus:Work with the existing Client Leads to deliver portfolio results in a compelling, consistent and efficient manner; Ensure that all clients leads are well prepared for both proactive and reactive client discussionsDevelop and deliver fit for purpose reporting that helps clients understand the value we bringProvide support to client leads throughout Willis Towers Watson in successfully servicing and building strong relationships with clientsCollaborating with Market (regional or office) Leaders, influence and support client leads in a variety of reporting structuresExecute and improve delegated client service modelCultivate strong relationships with internal partnersProvide talking points for all client leads on portfolio strategy, performance, and industry trendsRepresent the Client Team in new business activityTeamwork:Be a senior resource for the investment practice and key point relationship contact for the broader firmExperience in working with new prospects and existing clients to bring solutions that are aligned to their needsProven track record of building strong relationships internally and collaborating effectively on cross-functional teams including investment and operational teamsCoach and mentor associates in the Delegated Client Team and Client leads throughout the businessBuild effective working relationships with clients/colleagues at all levelsExcellence:Proven client skills with the ability to manage multiple initiatives in a collaborative mannerCommitment to customize and deliver a “best in class” service to clients in a timely and effective mannerKnowledge of the best ideas in managing risk in a holistic mannerDemonstrated ability and experience articulating pension risk management approaches in a collaborative mannerEnsure all work is delivered in accordance with Professional Excellence requirementsFinancial:Defend existing book of businessHelp expand the business through new business opportunitiesEnsure timely and accurate completion of time recordingMeet client deliverables through effective resource utilizationReport client satisfaction and at risk metrics to Regional and Global Delegated LeadershipPrincipal AccountabilitiesTo put the interests of clients and the integrity of the market at the heart of the way you do businessThe Requirements10 or more years of investment and risk management acumen gained in a Senior / Director level roleProven track record in managing client assignments, generating and progressing prospect opportunities with investment plans (Defined Benefit and Defined Contribution)Excellent oral and written communication skillsTeam-player; able to work with people at a variety of levelsHigh attention to detail with a track record of delivering accurate, high quality workStrong technical skills (Excel and PowerPoint)Undergraduate degree required.
Progress toward MBA, CFA, CAIA, actuarial or financial engineering qualifications preferred.Equal Opportunity Employer/Vet/DisabilityJob ID: 190004GVEmployment Type: Full-timeJob Area: ConsultingFunction: ConsultingIndustry: Consulting Services