Associate Director, Investment Consultant

Company: Willis Towers Watson
Location: Stamford
Posted on: September 16, 2023

Job Description:

Job Description

As an Investment Consultant on the Client team, you will be responsible for leading 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: strategic 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 clients, fund managers and other areas of the firm and take responsibility for client relationships (supported by other consultants and investment analysts as appropriate).

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

The Role

• Lead Investment consulting client engagements, ensuring quality of work and timely delivery of advice and services
• Provide a wide range of services to pension and investment committees and sub-committees
• Develop leveraged teams that work together effectively
• Develop plans for execution of large-scale engagements
• Establish a trusted advisor role with clients and provide consistent, superior relationship management
• Introduce/partner with other internal lines of business and services to assist in better addressing the client's need and objectives
• Manage financial profitability of the client's investment mandate (e.g., team structure, billing, collection, additional resource utilization)
• Provide constructive feedback to junior associates, provide opportunities to those associates to prepare materials and lead portions of client meetings

Keywords: Willis Towers Watson, Stamford , Associate Director, Investment Consultant, Executive , Stamford, Connecticut