Wealth Investment Specialist, Analyst

At WTW we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organization. We embrace all types of diversity.

Analyst Role US Investment & Strategic Initiatives Specialist

This is an exciting and pivotal role as part of our newly formed US Solutions & Strategic Initiatives team in our Investments line of business. As part of the team youll play a key role in driving forward our wealth and solutions strategy and contributing to our value proposition while growing and servicing our strategic partners and client base. Key responsibilities will include:

• Support development efforts of new WTW investment and asset allocation solutions

• Assist in the research and analysis of the markets in which WTW operates to identify and evaluate industry and investment product trends existing and emerging competitors sales opportunities and other factors affecting the business environment

• Support distribution of WTW investment services and funds to asset owners industry participants and wealth managers

• Provide advice and support to internal stakeholders key partner organizations and wealth managers on fund offerings and selection and portfolio construction

• Conduct and/or participate in regular investment review and client meetings

• Coordinate with custodians platform providers and third-party investment managers as needed

• Work with colleagues on new investment campaigns business opportunities and thought leadership across areas such as portfolio construction manager research and macroeconomic research

• Actively participate in the newly established Wealth Center of Excellence to share and disseminate global knowledge and best practices across key geographic areas of focus for WTW

• Enhance existing client relationships to increase client retention and satisfaction

• Contribute to special investment projects as needed

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The Requirements

• 2 years of relevant experience in asset management investment consulting or wealth management
• Working knowledge of investment products and financial markets
• Experience with Microsoft Office knowledge of Microsoft Dynamics preferred
• Strong client relationship skills: ability to develop relationships quickly and maximize resources effectively to achieve goals
• Excellent communication and interpersonal skills
• A strong and adaptable collaborator
• Effective problem-solving abilities
• High level of integrity and professionalism
• Ability to adapt to a fast-paced and dynamic work environment

• Bachelors degree: advanced degree and achievement of or progress toward a professional certification (e.g. CFA) preferred

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

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 $70000 to $80000 USD per year.

The role 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) Paid Time Off
• Retirement Benefits:Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers we will consider for employment qualified applicants with arrest and conviction records.

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.