Senior Associate, Investment Client Consulting

The Role

Clients
• Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
• Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationship Managers
• Deliver consistent project management for assigned clients
• Draft statements of work, project plans and budgets involving multiple workflow streams and client teams
• Serve as the day to day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards
• Serve as primary, daily contact to clients on delivery of services
• Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
• Provide a wide range of services to trustees, investment sub-committees and corporate sponsors






 

Excellence
• Support Senior Consultants in the provision of first class advice in relation to the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments
• Perform technical check of work
• Directly contribute to clients’ success through applying your technical expertise
• Participate in special projects as needed
• Contribute to the development of new tools and approaches



 

Financial
• Meet revenue and billable hour goals as described by manager
• Support the generation of new business as part of the broader team
• Develop new business opportunities and enhance existing relationships

 

People
• Build relationships internally and collaborate effectively on cross-functional teams
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Serve as a mentor to project team associates

 

The Requirements

• Undergraduate degree along with progress towards relevant professional qualifications such as CFA, FIA or equivalent
• Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management).
• Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)
• Knowledge and commercial awareness of financial markets and institutional investing
• Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget
• 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
• Inquiring and analytically minded with a logical and thorough work approach
• Track record of mentoring junior colleagues to deliver high quality







 

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This is a hybrid role, split between working from home and the office, based out of the locations posted.

Compensation and Benefits

Base salary range and benefits information for this position is being included in accordance with the requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to the location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role.

Compensation

The base salary compensation range being offered for this role is 95,000 – 126,000 USD. This position is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program).
• Leave Benefits: 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).
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).