Client Investment Consultant

WTW; Montreal; Sur place; CAD 170 000 - 260 000; Plein temps

Résumé du poste

Willis Towers Watson is seeking a Senior Director on the Client Service team to lead investment consulting engagements for institutional clients, including Defined Benefit, Defined Contribution, and Endowment & Foundations. You will guide objective-setting, asset allocation, and manager monitoring while developing client relationships and intellectual capital.

In this role you will collaborate with senior consultants, fund managers and other firm areas, contribute to Canadian investment business

Qualifications

• Undergraduate degree required; CFA/FSA/MSc/MBA preferred.
• 15+ years of progressive investment experience, client-service oriented.
• Excellent client relationship management.
• Strong project management skills.
• Fluent in French and English.

Responsabilités

• Lead Investment consulting client engagements for advisor and OCIO clients, ensuring high-quality deliverables.
• Provide services to investment and pension committees.
• Lead client teams to deliver services effectively.
• Support large-scale engagements and ensure timely execution of projects.
• Establish trusted advisor relationships and superior relationship management.
• Produce work in line with Professional Excellence requirements.
• Deliver projects with efficient resource utilization.
• Collaborate with internal lines of business to meet client needs.
• Mentor junior colleagues to develop talent.
• Manage project finances for client engagements.

Connaissances

Client relationships

Project management

Investment knowledge

French & English

Mentoring

Travel readiness

Formation

Undergraduate degree

CFA

FSA

MSc

MBA

Description du poste

Description

As a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations. These services include setting of investment objectives and beliefs, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian and recordkeeper selection, transition advice and statements of investment policy. You will liaise closely with other senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships and intellectual capital development (and gaining support from investment analysts as appropriate). You will also have a role to play in the growth of our Canadian investment business, including business development and marketing.

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

The Role

• Lead Investment consulting client engagements (for both advisor and delegated/OCIO clients), ensuring quality of work and timely delivery of advice and services
• Participate in providing a wide range of services to investment and pension committees
• Lead client teams that work together effectively in delivering services to clients
• Support the execution of large-scale engagements
• Establish a trusted advisor role with clients and provide consistent, superior relationship management
• Producing work in accordance with Professional Excellence requirements
• Complete project deliverables through effective resource utilization
• Partner with internal lines of business to assist in better addressing the client’s need and objectives
• Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities
• Manage project and financials of the services conducted for clients.

Qualifications

The Requirements

• Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
• 15 or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
• Exceptional client focus and a record of supporting the management of client relationships
• Project management skills and experience
• Understanding of investment management organizations and their role in client solutions
• Excellent oral and written French and English communication skills and ability to liaise with internal and external constituencies
• Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
• Willingness to mentor junior colleagues to assist in developing our talent pool
• Moderate travel required

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer