Wealth Investment Specialist

Description

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

Associate Role – Wealth Investment Specialist

This is an exciting and pivotal role, as part of our newly formed US Solutions & Strategic Initiatives team in our Investments line of business. As part of the team, you'll play a key role in driving forward our wealth and solutions strategy and contributing to our value proposition, while growing and servicing our strategic partners and client base. Key responsibilities will include:

• Support development efforts of new WTW investment and asset allocation solutions

• Engage in strategic partnership conversations that leverage the scale of WTW’s fiduciary investment offering

• Support distribution of WTW investment services and funds to asset owners, industry participants and wealth managers

• Provide advice and support to internal stakeholders, key partner organizations, and wealth managers on fund offerings and selection and portfolio construction

• Conduct and/or participate in regular investment review and client meetings

• Coordinate with custodians, platform providers, and third-party investment managers as needed

• Oversee, coordinate and prioritize updates to marketing materials and communications for investors and prospects alongside the sales support team

• Provide leadership on new investment campaigns, business opportunities and thought leadership initiatives across areas such as portfolio construction, manager research and macroeconomic research

• Lead efforts within the new Wealth Center of Excellence, driving the dissemination of global knowledge and best practices across WTW’s key geographic focus areas

• Champion the dissemination of our value proposition and marketing best practices across priority growth areas, ensuring alignment and consistency across the US growth team

• Enhance existing client relationships to increase client retention and satisfaction

• Contribute to special investment projects as needed

Qualifications

The Requirements

• 4+ years of relevant experience in asset management, investment consulting or wealth management

• Extensive knowledge of investment products and financial markets

• Proficient in Microsoft Office – knowledge of PowerPoint and Excel required, knowledge of Microsoft Dynamics preferred

• Strong client relationship skills: ability to develop relationships quickly and maximize resources effectively to achieve goals

• Excellent communication and interpersonal skills

• Experienced working with complex, dynamic organizations

• Effective problem-solving abilities

• Commitment to participating in ongoing development and education opportunities

• Bachelor's degree: advanced degree and achievement of, or progress toward, a professional certification (e.g., CFA) preferred

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

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 $80,000 to $90,000 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
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

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

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.