Head of Retirement, Southeast Region

WTW; Tampa (FL); Hybrid; USD 200,000 - 350,000; Full time

Benefits offered by this job

Health benefits

Leave benefits

Retirement benefits

Job summary

WTW in Tampa, FL is seeking an executive to join the Retirement North America Leadership Team. You will drive revenue growth, oversee P&L, and lead local delivery of retirement solutions while guiding staff and client relationships.

The role requires collaboration across geographies, talent development, and strategic governance to ensure high‑quality, client‑focused outcomes. This position offers a hybrid work model and comprehensive benefits.

Qualifications

• Senior leadership capabilities in large retirement or financial services environments.
• Proven ability to drive revenue growth, manage P&L and client profitability.
• Strong collaboration across geographies, LOBs and segments.

Responsibilities

• Member of Retirement North America Leadership Team and drive regional objectives.
• Lead client relationship management and successful delivery of retirement solutions.
• Develop strategic staffing plans and talent development across the region.
• Oversee governance and quality of work on all engagements.
• Support strategy, new products and IC development to grow services.

Skills

Financial & Business Acumen

Collaboration

People Leadership

Executive Presence

Communication & Influence

Strategic Vision

Change & Adaptability

Inclusive Leadership

Job description

Description

Role Priorities:

• Member of Retirement North America Leadership Team : Work with other Regional Business Leaders, and NALT members to achieve North America Retirement objectives
• Collaboration : Collaborate across Geography, LOBs and Segments to effectively pursue and deliver on multi-LOB services and solutions
• Revenue Growth, operations management, P&L responsibilities : Contribute to development of plans and budgets, delivering planned revenue growth and diversity, client profitability and market share growth in accordance with North America Retirement and US Southeast Region business plans
• Client relationship management and delivery : Responsible for all aspects of local delivery of WTW Retirement solutions and services, including the management and deployment of staff to effectively deliver client work. Lead client retention efforts, including meeting Independent Client First objectives and addressing client relationship issues and driving client satisfaction and remediation.
• People management and development : Develop and execute on strategic staffing plans covering talent development, succession planning and people processes (e.g., recruiting, training and development, goal setting and performance management, colleague satisfaction and compensation/bonus recommendations)
• Strategy, new product, IC development : Support priority services and IC through subject matter expertise and thought leadership
• Ensureappropriate governance and work quality process are adopted on all work carried out

Key Working Relationships:

• Market Leaders
• Lead Relationship Managers of the region's key clients
• Other Regional Business Leaders

Key Metrics (Cascaded directly from GLOB Leaders):

• Revenue growth and diversity
• Market share
• Profitability
• Colleague engagement and retention
• Talent management/succession planning (e.g., Bench for key roles)
• Quality/professional standards measures

Likely Direct Reports to This Position:

• Office Retirement Business Leaders
• Regional Retirement Sales Leaders
• Select Senior Retirement Consultants within the region

Qualifications

Top Competencies Required:

• Financial and Business Acumen
• Collaboration
• People Leadership and Talent Development
• Marketplace Knowledge, Sales Coaching, Executive Presence, Communication and Influence
• Change and Adaptability
• Articulating a Strategic Vision
• Inclusive Leadership

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

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( Washington State only)
• Retirement Benefits : Contributory Pension Plan and Savings Plan (401k).

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in- office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one‑size‑fits‑all solution.

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)

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location‑based arrangements. Please speak to your recruiter to discuss more.

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 base 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).

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 ( Washington State or remote only)

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [e-mail].

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.

EOE, including disability/vets

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.