Investments Sales Director US - Western Region
Investments Sales Director US - Western Region
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Job Description
The Investments team helps asset owners across the world solve their investment problems. We offer a range of services across different delivery models spanning advisory services outsourced chief investment officer (OCIO) Total Funds Solutions (TFS) Specialist Portfolio Solutions (SPS) and analytics & tools to give investors access to bestinclass ideas and the opportunity to meet their longterm investment goals.
As a Sales Director you will help drive the success of our investment business by working with the US Head of Growth and Growth team to grow our client base selling new business connecting our intellectual capital with client demand and increasing the penetration of WTW into the US corporate pension plan market. You will assess the market needs in the designated region and will oversee distribution activity. Your role will be to help deliver profitable sustainable growth in the US growing relationships with existing investment and Health Wealth and Career clients and growing efficiently with a strong eye for sales process and efficiency.
The role will require collaboration across various stakeholders across the business including the Head Growth Head of Clients client teams and WTWwide sales and client management teams (including Retirement) to ensure were bringing the best of WTW to grow our investments presence.
You will be part of a motivated and aligned team of industryleading commercial talent. You will report to the Head of Growth US.
Note: Employmentbased nonimmigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Client Focus:
- Execute an integrated strategic distribution plan which spans our services and solutions working with leaders to refine and listening to the needs of clients and identifying opportunities in the market to grow
- Build strong and sustainable relationships with relevant market influencers (retirement leads etc. and client teams
- Maintain a keen understanding of the competitive dynamics for our services and solutions
- Drive and maintain a culture of business development discipline which will drive a sustainable pipeline
- Be a key part of live pursuit processes partnering with internal colleagues to drive the sales process.
Teamwork:
- Work as part of a motivated aligned and engaged team behind a clear growth strategy with a clear eye for coordinating and aligning growth colleagues organizing pitch activity coaching and training as required
- Develop a culture of mentorship and talent development which supports colleagues on their career journeys
- Championing efforts to promote an equitable inclusive culture that supports & develops more diverse workforce
Excellence:
- Be a key input into our growth brand and collateral strategy
- Measure activity and effectiveness by tracking key growth metrics and pipeline
- Ensure that prospect meetings and pitches are properly rehearsed maximizing our win rates
- Providing input into the appropriateness and relevance of our solution set for the US market ensuring a feedback loop between the client/distribution team and the content engine driving solution development change where appropriate and inputting in new product strategy
- Develop sufficient subject matter expertise across our solutions to lead prospect meetings finalist pitches generate interest in our solution and close sales
Financial:
- Develop and cultivate a pipeline to generate $2mm in annualized revenue
- Lead an approach that will build a diverse (DB DC Others) multiyear pipeline in the designated region
- Work with growth pricing teams to recommend effective pricing decisions
- To put the interests of clients and the integrity of the market at the heart of the way you work
Qualifications
The Requirements
We welcome candidates with a broad range of experiences and career backgrounds.
- Relevant investment sales experience preferably within professional services companies or having sold into such firms:
- Experience in developing and running an effective and efficient sales process across a range of clients and service models (advisory OCIO etc.
- Corporate pension industry is a plus as well as knowledge of DB and DC pension plans
- Experience selling to other client types (not for profit wealth) a plus
- Broad business development and leadership skills including:
- Collaboration presentation/pitching skills client/colleague empathy and adaptability
- Able to frame a solution relevant to client needs
- Exemplary communicator equally proficient at communicating strategy and
- People and culture focus:
- An authentic leader who cares deeply about helping colleagues succeed in their careers
- Keen focus / track record in driving behavioral change to help us achieve our people and leadership objectives
- Clear and transparent communication skills to positively impact direction
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with 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 location of the role individual competencies education/professional certifications qualifications/experience performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $185000 to $215000 USD per year.
The role is also eligible for compensation plan with commissionbased bonuses.
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) ShortTerm Disability LongTerm Disability Other Leaves (e.g. Bereavement FMLA ADA Jury Duty Military Leave and Parental and Adoption Leave) Paid Time Off
- Retirement Benefits: Contributory Pension Plan and Savings Plan 401k). Certain senior level roles may also be eligible for nonqualified Deferred Compensation and Deferred Savings Plans.
EOE including disability/vets
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Required Experience:
Director
Employment Type
Full-Time
