Director, Investments Consulting Office Leader

7 days ago

Atlanta, United States WTW Full time
Description

The Role

This position is a dual role of being the Atlanta Office Line Business Leader (OLL) and a Senior Client Consultant.

The OLL component is responsible for representing the Investments business in the WTW Southeast region leadership team and maintain a thriving culture in their office.

As a Senior Investment Consultant, you 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.

The role will be responsible for ensuring colleagues are highly engaged and working effectively across teams within Atlanta as well as across the US to serve clients.

The role will report to the Head of Clients, US Investments.

The 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)
Qualifications

The Requirements

  • Undergraduate degree required, progress toward CFA, CAIA, actuarial or financial engineering qualifications preferred
  • Ten or more years of investment experience, ideally gained in a client-service oriented environment (investment consulting, investment management)
  • Exceptional client focus and proven track record of attracting, building and managing client relationships
  • Excellent 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 player comfortable in a professional services environment with the ability to effectively debate and subsequently influence internally & externally at all levels within an organization
  • Track record of mentoring junior colleagues to deliver high quality work
  • Moderate traveling required

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

#J-18808-Ljbffr

  • Director, Investments Consulting Office Leader

    2 days ago

    Atlanta, United States Willis Towers Watson Full time

    Description This position is a dual role of being the Atlanta Office Line Business Leader (OLL) and a Senior Client Consultant. The OLL component is responsible for representing the Investments business in the WTW Southeast region leadership team and maintaining a thriving culture in their office. As a Senior Investment Consultant, you will be responsible...

  • Director, Investments Consulting Office Leader

    6 days ago

    Atlanta, United States Willis Towers Watson Full time

    DescriptionThis position is a dual role of being the Atlanta Office Line Business Leader (OLL) and a Senior Client Consultant.The OLL component is responsible for representing the Investments business in the WTW Southeast region leadership team and maintaining a thriving culture in their office.As a Senior Investment Consultant, you will be responsible for...

  • Director, Investment Consulting Blog Post

    2 weeks ago

    Atlanta, United States Allocator Jobs Full time

    Willis Towers Watson is a British-American multinational company providing insurance services. The company was founded in 2016, following a merger of the Willis Group and Towers Watson. $100 billion AUM. Details below.This position is a dual role of being the Atlanta Office Line Business Leader (OLL) and a Senior Client Consultant.The OLL component is...

  • Senior Institutional Investment Consultant

    6 months ago

    Atlanta, United States Aon Full time

    Aon is looking for a Senior Institutional Investment Consultant (Remote, open to anywhere in the U.S.) Responsibilities: Expected to serve largely on public plan client and/or non-profit client teams (experience with either type of client is beneficial) Leads all aspects of client deliverables, interfacing with other teams in U.S. Investment...

  • Retirement Planning Director

    4 weeks ago

    Atlanta, Georgia, United States Fidelity Investments Full time

    We are seeking a highly skilled Director, Retirement Planner to join our team at Fidelity Investments. This role is a key part of our cross-functional team, working closely with the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners.As a Director, Retirement Planner, you will be responsible for facilitating...

  • Director, Investment Leadership Programs

    2 weeks ago

    Atlanta, United States UNCF Institute for Capacity Building Full time

    Director, Investment Leadership Programs October 31, 2024We are seeking a visionary and passionate Director of Investment Leadership Programs to spearhead our groundbreaking initiative, Project ACCLAIM (Accelerating Learning in Asset Investment Management), which aims to cultivate a robust pipeline of Historically Black Colleges and Universities (HBCU)...

  • Investment Consultant

    2 days ago

    atlanta, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    2 days ago

    atlanta, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Director, Retirement Planner

    4 weeks ago

    Atlanta, Georgia, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled Director, Retirement Planner to join our team at Fidelity Investments. As a key member of our cross-functional team, you will be responsible for delivering high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews.You will...

  • Director of Investment Management

    1 month ago

    Atlanta, Georgia, United States Invitation Homes Full time

    Job Title: Director of Investment ManagementWe are seeking a highly skilled Director of Investment Management to join our team at Invitation Homes. As a key member of our Investment Management Group, you will be responsible for leading all aspects of single-family residential property acquisitions and dispositions from an analytical and qualitative...

  • Senior Consultant

    4 months ago

    Atlanta, United States Infosys Consulting Full time

    About the Role – What You’ll DoAs a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. You will independently deliver high quality solutions and actively build key client relationships.You will work with the top Fortune...

  • Senior Consultant

    3 weeks ago

    atlanta, United States Infosys Consulting Full time

    About the Role – What You’ll DoAs a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. You will independently deliver high quality solutions and actively build key client relationships.You will work with the top Fortune...

  • Senior Consultant

    1 month ago

    atlanta, United States Infosys Consulting Full time

    About the Role – What You’ll DoAs a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. You will independently deliver high quality solutions and actively build key client relationships.You will work with the top Fortune...

  • Senior Consultant

    2 weeks ago

    Atlanta, United States Infosys Consulting Full time

    About the Role – What You’ll DoAs a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. You will independently deliver high quality solutions and actively build key client relationships.You will work with the top Fortune...

  • Principal Director of Transportation Consulting

    4 weeks ago

    Atlanta, Georgia, United States 4flow Full time

    Job SummaryWe are seeking a highly skilled Principal Director of Transportation Consulting to join our team at 4flow. As a key member of our organization, you will be responsible for leading transportation and network design and optimization projects for our clients.Key ResponsibilitiesDevelop and implement transportation and network design and optimization...

  • Principal-Director of Transportation Consulting

    2 weeks ago

    Atlanta, United States 4flow AG Full time

    Consent to web analysis by Google Analytics Principal-Director of Transportation Consulting page is loaded Principal-Director of Transportation Consulting Apply remote type Hybrid locations Atlanta Royal Oak time type Full time posted on Posted 30+ Days Ago job requisition id R2819 What your new challenge will look...

  • Senior Consultant – Payments Modernization

    4 months ago

    Atlanta, United States Infosys Consulting Full time

    The Role – What You’ll DoAs a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. You will independently deliver high quality solutions and actively build key client relationships.Responsibilities:Detailed understanding...

  • Senior Consultant – Payments Modernization

    1 month ago

    atlanta, United States Infosys Consulting Full time

    The Role – What You’ll DoAs a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. You will independently deliver high quality solutions and actively build key client relationships.Responsibilities:Detailed understanding...

  • Senior Consultant – Payments Modernization

    1 month ago

    atlanta, United States Infosys Consulting Full time

    The Role – What You’ll DoAs a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. You will independently deliver high quality solutions and actively build key client relationships.Responsibilities:Detailed understanding...

  • Senior Consultant – Payments Modernization

    2 weeks ago

    Atlanta, United States Infosys Consulting Full time

    The Role – What You’ll DoAs a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements, while further deepening knowledge in your respective area of specialization. You will independently deliver high quality solutions and actively build key client relationships.Responsibilities:Detailed understanding...