Investment Consultant
Investment Consultant
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$ 140000 - 220000
1 Vacancy
Job Description
As an Investment Consultant you 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 WTWs 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: Employmentbased nonimmigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Lead investment consulting and OCIO client relationships ensuring quality of work and timely delivery of advice and services
- Enhance the clients stated investment mission planned implementation strategy and 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 subcommittees and corporate sponsors
- Coordinate with existing sales and Client Management teams to identify develop and close strategic sales opportunities
- Contribute to the companys 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 WTWs 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
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 clientservice 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 clientservice 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
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 $140000 to $220000 USD per year.
The role is also eligible for an annual shortterm 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) 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:
Contract
Employment Type
Full-Time
