Willis Towers Watson
Senior Investment Client Consultant Opportunity
Job Description
Join the Client Consulting team as a Senior Associate, specializing in providing exemplary investment advice for Defined Benefit and Contribution plans. Focus on strategic asset allocation and performance evaluations.
In this role, you will lead consulting projects while maintaining essential client relationships. Engage closely with senior consultants to deliver invaluable insights on investment management, custodian selection, and policy statements, ensuring professional excellence throughout.
Key Responsibilities:
• Direct investment consulting efforts for diversified clients
• Assist with detailed asset allocation and modeling studies
• Oversee major consulting initiatives with effectiveness
• Mentor junior staff and cultivate team capabilities
• Build trusted advisory status with clients for superior service
Requirements:
• Bachelor's degree required; CFA or advanced credentials preferred
• 5+ years’ ...
In this role, you will lead consulting projects while maintaining essential client relationships. Engage closely with senior consultants to deliver invaluable insights on investment management, custodian selection, and policy statements, ensuring professional excellence throughout.
Key Responsibilities:
• Direct investment consulting efforts for diversified clients
• Assist with detailed asset allocation and modeling studies
• Oversee major consulting initiatives with effectiveness
• Mentor junior staff and cultivate team capabilities
• Build trusted advisory status with clients for superior service
Requirements:
• Bachelor's degree required; CFA or advanced credentials preferred
• 5+ years’ ...