Description

As a Senior Associate on the Client Consulting team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to Defined Benefit and Defined Contribution plans. These services include: 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 senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships (supporting other consultants and gaining support from investment analysts as appropriate).

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

The Role

• Lead and co-lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services

• Participate in providing a wide range of services to pension investment committees

• Assist with asset allocation and asset/liability modeling studies

• Participate as a member of the team that works together effectively in delivering services to clients

• Support the execution of large-scale engagements

• Establish a trusted advisor role with clients and provide consistent, superior relationship management

• Producing work in accordance with Professional Excellence requirements

• Complete project deliverables through effective resource utilization

• Partner with internal lines of business to assist in better addressing the client’s need and objectives

• Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities

Qualifications

The Requirements

• Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred

• Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)

• Strong client focus and a record of supporting the management of client relationships

• Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred

• Understanding of investment management organizations and their role in client solutions

• Excellent oral and written communication skills and ability to liaise with internal and external constituencies

• Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels

• Willingness to mentor junior colleagues to assist in developing our talent pool

• Moderate travel required

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 $100,000 to $125,000 USD per year.

The 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):

• 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 paid 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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) (Washington State only)

• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

EOE, including disability/vets