Manager - Investment Consulting

WTW; South Jordan (UT); On-site; USD 83,000 - 137,000; Full time

Job summary

WTW in Utah is seeking a seasoned client services professional to manage a high-volume portfolio, ensuring tailored retirement plan solutions and proactive service delivery. You will build strong client relationships, drive retention, and coordinate with producers to review plans and materials.

The role requires leadership in fast-paced environments, collaboration across teams, and a proactive approach to addressing client needs while maintaining confidentiality and integrity.

Qualifications

• Minimum of 7+ years of relevant experience.
• High level of integrity and ethical standards, maintaining confidentiality.
• Superior sense of urgency; take initiative and drive results.
• Excellent written and verbal communication across stakeholders and levels.

Responsibilities

• Deliver best in class client service by independently managing at least 50 accounts, anticipating needs and driving retention.
• Build strong relationships with primary client contacts and ensure day-to-day needs are met.
• Prepare and conduct regular plan reviews with clients; coordinate materials with producers.
• Lead cross-functional collaboration to meet SLAs and improve the client experience.

Skills

Account management

Client relationship management

Communication skills

Project management

MS Office

Adaptability

Time management

Negotiation

Education

Series 65 License

Job description

Description

This position is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management.

Description

This position is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management.

Our team prides itself on enabling each team member to grow and advance in their role and within the organization. Our team also encourages and supports each team member to get involved in corporate and community initiatives unrelated to the role itself. Working in this role means working in a fast-paced environment and collaborating with the team to provide unique and tailored solutions for our client’s retirement plan offering. We pride ourselves on our flexibility and ability to customize everything we do for our clients. Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.

What You’ll Be Responsible For

Deliver best in class client service

• Independently manage a minimum of fifty(50) accounts. Anticipate client needs. Drive retention and identify opportunities for up-sell.
• Build strong relationships with primary client contacts. Ensure day-to-day needs are met.
• Prepare and conduct regular plan reviews with clients. Partner with producer to define agendas; coordinate required materials.
• Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc). Ensure timeliness.

Elevate The End-to-end Client Experience

• Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively, flexing as needed.
• Manage client project plans and lead client calls. Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans, including plan amendments, plan operations, and compliance tasks
• Take ownership of situation and exercise discretion in determining the appropriate escalation protocol.

Be a Master Collaborator

• Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs). Be a team player and contribute to a culture of growth.
• Proactively identify challenges and opportunities for improvement. Develop and implement strategies to optimize team performance and achieve client success
• Collaborate with other Account Executives on improvements to elevate clients' experience. Share best practices and ways to contribute to team success.

Keep your finger on the pulse of the retirement industry

• Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc.
• Other duties and/or responsibilities may be assigned.

Qualifications

• Minimum of 7+ years of relevant experience is required.
• High level of integrity and ethical standards, maintaining confidentiality and handling sensitive client information appropriately.
• Superior sense of urgency; Demonstrate ability to take initiative, identify areas for improvement, and take necessary actions to drive results.
• Excellent communication skills both verbal and written. Ability to communicate across stakeholders and levels. Excel at taking complex concepts and articulating simply.
• Strong project and task management skill set with an ability to prioritize.
• Exceptional time management skills and the ability to navigate demanding schedules, priorities and high volumes.
• Strong ability to partner and collaborate with peers and leaders.
• Proficient with MS Office and other productivity tools. Be tech forward with a willingness to innovate, disrupt, and learn new tools.
• Thrive at working in a fast-paced environment.
• Adaptable and flexible, capable of pivoting in response to changing priorities and needs. Excellent at multi-tasking and ability to meet deadlines.
• Have a growth mindset and be a continuous learner. Have a passion for retirement and a desire to stay abreast of industry developments.
• Ability to forge relationships and build trust with clients, carriers and internal stakeholders.
• Maintain knowledge of major industry components by reading industry publications and attending conferences.

Preferred Knowledge, Skills And Abilities

• General understanding of retirement plan laws and regulations.
• Understanding of retirement plan annual compliance testing and Form 5500 filings.
• Experience consulting on impact of corporate mergers and acquisitions on retirement plans.
• General understanding of retirement plan design, features, and best practices.
• CFA, CFP, QKA, and other financial designations are a plus.

Required Certificates, Licenses, Registration

• Series 65 License (required to have or completed within 3 months of start date).

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 $82,600.00 - $154,800 USD annually.

This role is also eligible for an annual short-term incentive bonus.

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

• 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 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 (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

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.

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.

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.

EOE, including disability/vets