Wealth Sales Director, US — Hybrid Role

WTW; Charlotte (NC); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Hybrid work model

Job summary

WTW is seeking a Sales Director – US Wealth to lead growth across the US wealth market. The role focuses on expanding distribution of investment advisory, OCIO, delegated investment, and investment solutions to wealth managers, RIAs, platforms, and strategic partners.

The role requires building long-term client relationships, originating new business, and collaborating with investment specialists, research, and product leaders to deliver tailored solutions. Travel is expected.

Qualifications

• 10+ years of experience in investment sales or distribution within wealth/asset management.
• Strong understanding of multi-asset investing and OCIO models.
• Proven track record closing complex investment sales.
• Ability to engage with senior investment professionals.
• Collaborative across sales, product, research, and client teams.

Responsibilities

• Lead US Wealth market business development for WTW Investments.
• Originate and manage a robust sales pipeline from engagement to close.
• Represent full range of investment capabilities including OCIO and alternatives.
• Partner with investment specialists, research, and product leaders.
• Develop relationships with senior decision-makers and investment committees.
• Align with US Investments sales leadership on revenue targets and priorities.
• Provide market feedback and support new solution development.
• Act as senior ambassador in client meetings and industry events.

Skills

Investment sales

Business development

Distribution

Wealth management

Job description

WTW is seeking a Sales Director – US Wealth to lead growth across the US wealth market. The role focuses on expanding distribution of investment advisory, OCIO, delegated investment, and investment solutions to wealth managers, RIAs, platforms, and strategic partners.

The role requires building long-term client relationships, originating new business, and collaborating with investment specialists, research, and product leaders to deliver tailored solutions. Travel is expected.