As a member of dedicated client teams, you will operate in a hybrid client‑facing role, supporting Senior Consultants in delivering high‑quality investment services to clients while taking lead responsibility for a few client relationships. 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 the day‑to‑day management of client relationships (supported by other consultants and investment analysts, as appropriate). You will also have involvement with technical working parties and support the provision of training to junior team members.Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Responsibilities:
Clients• Develop a trusted advisor relationship with client contacts through effective communication and efficient, high-quality execution of projects
• Manage client expectations and raise appropriate issues to Senior Consultants and Lead Relationships Managers
• Deliver superior, consistent project management for assigned clients:
• Draft statements of work and project plans involving multiple workflow streams and client teams
• Serve as the day to day project lead, ensuring progress against established objectives, budgets, timeline, deliverables and quality standards
• Serve as the primary, daily contact for assigned client relationships, ensuring a consistent and high‑quality client experience
• Interface with colleagues from other practices and regions on assignments that reflect the clients’ broader business issues
• Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
Requirements
• Undergraduate degree required
• Progress toward the CFA designation; the successful candidate will be encouraged to register for the CFA Level I exam within the first year of employment.
• Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
• Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)
• Commanding knowledge and commercial awareness of financial markets and institutional investing
• Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget
• Strong oral and written communication skills and ability to liaise with internal and external constituencies
• Experience in a client-service environment; demonstrated ability to understand the needs of a client and translate into action
• Team‑oriented approach, with the ability to collaborate, challenge constructively, and influence others internally and externally at all levels
• Inquiring and analytically minded, with a logical and thorough work ethic
• Track record of mentoring junior colleagues to deliver high quality
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.
Compensation and Benefits
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 salary compensation range being offered for this role is $90,000.00 to $120,000.00 USD.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits:
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
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.
EOE, including disability/vets
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