Atlanta Senior Investment Consultant Leader

6 days ago


Atlanta, Georgia, United States WTW Full time

This is a unique opportunity to lead investment consulting and OCIO client relationships, ensuring quality of work and timely delivery of advice and services. As the Atlanta Office Line Business Leader (OLL) and a Senior Client Consultant, you will be responsible for representing the Investments business in the WTW Southeast region leadership team and maintaining a thriving culture in their office.

The role combines the responsibilities of a senior investment consultant with the leadership skills required to drive business growth and develop a high-performing team. You will be accountable for leading the client experience and investment consulting efforts to clients in both an advisory and Outsourced Chief Investment Officer (OCIO) capacity.

In this position, you will provide WTW's experienced advice on a range of investment services to Defined Benefit and Defined Contribution plans. Your expertise will help ensure that colleagues are highly engaged and working effectively across teams within Atlanta as well as across the US to serve clients.

As a seasoned investment professional, you will be expected to have a deep understanding of the key drivers for both day-to-day and investment committee members. You will provide a wide range of services to trustees, investment sub-committees, and corporate sponsors, including coordinating with existing sales and Client Management teams to identify, develop, and close strategic sales opportunities.

Your ability to contribute to the company's competitive advantages in the area of intellectual capital, particularly those related to defined contribution investment strategies, will be essential. You will also be responsible for providing advice on the design, implementation, and monitoring of investment strategies based on modern portfolio theory, including the use of derivative instruments where appropriate.

To succeed in this role, you will need to possess exceptional client focus and a proven track record of attracting, building, and managing client relationships. Strong communication skills, both written and oral, will be essential for liaising with internal and external constituencies. A team player with the ability to effectively debate and influence internally and externally at all levels within an organization is required.

A bachelor's degree is mandatory, with 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), is necessary. Moderate traveling is required.

The salary for this position is estimated to be around $120,000 per annum, based on industry standards and location. Please note that employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.



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