Investment Strategy Associate — Client Advisor

WTW; Atlanta (GA); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Health & Welfare benefits

Paid time off

401k retirement plans

Job summary

WTW is seeking an investment consultant to support client teams delivering high-quality investment solutions for institutional clients. You will coordinate client activities, help shape investment strategy, and contribute to the delivery of thoughtful recommendations.

This role provides a hybrid arrangement with 2–3 days in the office. A bachelor's degree and about 4+ years in investment consulting or related analytics are required; pursuing CFA is encouraged and supported.

Qualifications

• Bachelor's degree required.
• Approximately 4+ years of investment-related experience.
• Progress toward CFA designation preferred.
• Strong communication, organization, and problem-solving skills.

Responsibilities

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

Skills

Investment experience

Client relationships

Communication

Organization

Problem solving

Education

Bachelor's degree

Job description

WTW is seeking an investment consultant to support client teams delivering high-quality investment solutions for institutional clients. You will coordinate client activities, help shape investment strategy, and contribute to the delivery of thoughtful recommendations.

This role provides a hybrid arrangement with 2–3 days in the office. A bachelor's degree and about 4+ years in investment consulting or related analytics are required; pursuing CFA is encouraged and supported.