Client-Facing Investment Consulting Associate

Financeroles; Chicago (IL); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Health and Welfare Benefits

Leave Benefits

Retirement Benefits

Job summary

WTW in Chicago is seeking an investment consultant to deliver strategic advice and investment solutions to institutional clients. You will work with Senior Consultants and cross-functional teams to coordinate client activities and provide high-quality investment insights.

The role offers growth toward greater client-facing responsibility, with a mix of in-office days. Applicants should have a CFA focus in progress and strong professional judgment when engaging with sophisticated clients.

Qualifications

• 4+ years of investment-related experience in investment consulting, financial services, or another related analytical or client-focused investment environment.
• Demonstrate professionalism and sound judgement when working with clients and colleagues at all levels.
• Intellectually curious with a desire for a career in investments.

Responsibilities

• Support Senior Consultants and broader client teams to help deliver high-quality investment consulting services.
• Serve as the primary day-to-day contact for a select number of client relationships, ensuring a responsive, consistent, and positive client experience.
• Build trusted relationships with client contacts through effective communication, trusted advice, project management, and reliable execution.
• Coordinate client deliverables and follow-up activities, ensuring commitments are completed accurately and on schedule.

Skills

Organizational skills

Communication skills

Problem-solving

Education

Bachelor's degree

Job description

WTW in Chicago is seeking an investment consultant to deliver strategic advice and investment solutions to institutional clients. You will work with Senior Consultants and cross-functional teams to coordinate client activities and provide high-quality investment insights.

The role offers growth toward greater client-facing responsibility, with a mix of in-office days. Applicants should have a CFA focus in progress and strong professional judgment when engaging with sophisticated clients.