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11/05/2026

Head of Retirement, Southeast Region

Job Description

Role Priorities:

  • Member of Retirement North America Leadership Team: Work with other Regional Business Leaders, and NALT members to achieve North America Retirement objectives
  • Collaboration:Collaborate across Geography, LOBs and Segments to effectively pursue and deliver on multi-LOB services and solutions
  • Revenue Growth, operations management, P&L responsibilities: Contribute to development of plans and budgets, delivering planned revenue growth and diversity, client profitability and market share growth in accordance with North America Retirement and US Southeast Region business plans
  • Client relationship management and delivery: Responsible for all aspects of local delivery of WTW Retirement solutions and services, including the management and deployment of staff to effectively deliver client work.  Lead client retention efforts, including meeting Independent Client First objectives and addressing client relationship issues and driving client satisfaction and remediation.
  • People management and development: Develop and execute on strategic staffing plans covering talent development, succession planning and people processes (e.g., recruiting, training and development, goal setting and performance management, colleague satisfaction and compensation/bonus recommendations)
  • Strategy, new product, IC development: Support priority services and IC through subject matter expertise and thought leadership
  • Ensureappropriate governance and work quality process are adopted on all work carried out

Key Working Relationships:

  • Market Leaders
  • Lead Relationship Managers of the region's key clients
  • Other Regional Business Leaders

Key Metrics (Cascaded directly from GLOB Leaders):

  • Revenue growth and diversity
  • Market share
  • Profitability
  • Colleague engagement and retention
  • Talent management/succession planning (e.g., Bench for key roles)
  • Quality/professional standards measures

Likely Direct Reports to This Position:

  • Office Retirement Business Leaders
  • Regional Retirement Sales Leaders
  • Select Senior Retirement Consultants within the region

 


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