Senior Director - Investment Client Consulting

WTW; Atlanta (GA); On-site; USD 180,000 - 230,000; Full time

Job summary

WTW in Atlanta seeks a Senior Director, Client Consulting to lead investment consulting and OCIO efforts for Defined Benefit and Defined Contribution plans, delivering senior-level advice and ensuring client satisfaction.

You will oversee strategic goals, asset allocation, manager monitoring, and policy development, coordinating with clients, fund managers, and internal teams to expand thought leadership in institutional investing.

Responsibilities

• Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
• Enhance the client’s stated investment mission, planned implementation strategy, and execution strategy
• Maximize the intellectual capital that gets into clients’ portfolios and ensure scope and fees are aligned
• Develop full knowledge/understanding of the key drivers for both day to day and investment committee members
• Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
• Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities
• Contribute to the company’s competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies
• Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
• Identify opportunities in the market to develop new tools and techniques and contribute to WTW’s thought leadership and research
• Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)

Job description

The role

As a Senior Director, Client Consulting, you are a Senior Investment Consultant and will be responsible for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity. You will provide WTW’s experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans.

These services include: strategic setting of investment objectives, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian selection, transition advice, statements of investment policy and global research services. You will liaise closely with clients, fund managers and other areas of the firm and take responsibility for client relationships.

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

Responsibilities

• Lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services
• Enhance the client’s stated investment mission, planned implementation strategy, and execution strategy
• Maximize the intellectual capital that gets into clients’ portfolios and ensure scope and fees are aligned
• Develop full knowledge/understanding of the key drivers for both day to day and investment committee members
• Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
• Coordinate with existing sales and Client Management teams to identify, develop and close strategic sales opportunities
• Contribute to the company’s competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies
• Provide advice on the design, implementation and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate
• Identify opportunities in the market to develop new tools and techniques and contribute to WTW’s thought leadership and research
• Maintain high level of visibility within team, inspire confidence and demonstrate leadership (e.g., integration, corporate social activities, lead training, facilitate knowledge transfer, succession planning)