Wealth Investment Specialist

🕒 March 19

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WTW

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10,000+ employees

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

📋 Description

• 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

🎯 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

🏖️ Benefits

• 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.