Associate Manager/Manager, Investment Consulting

Description

As a member of a dedicated client team, you will help deliver strategic advice and investment solutions to institutional investment clients (such as corporations, retirement plans, and other organizations). This client-facing role provides the opportunity to work directly with sophisticated clients and contribute to investment-decision making. Working closely with Senior Consultants, investment analysts, and colleagues across WTW, you will coordinate client activities and contribute to the delivery of thoughtful, high-quality investment solutions and an exceptional client experience.

You will have the opportunity to build trusted client relationships, contribute to investment strategy discussions, and build toward taking on greater client-facing responsibility over time.  Our work helps clients make and monitor investment decisions - from setting investment objectives and strategy, to selecting and monitoring managers, reviewing performance, and developing investment communications. This role offers the opportunity to deepen investment expertise, develop consulting and client-management skills, and build toward increasing levels of responsibility throughout your career progression.

Note: This is a hybrid role with the expectation of a minimum of 2-3 days in office. Employment-based visa sponsorship is not available for this position.

Responsibilities may include:

Client Relationships and Delivery

• Support Senior Consultants and broader client teams to help deliver high-quality investment consulting services.
• Serve as the primary day-to-day contact for a select number of client relationships, with support from the Senior Consultant and broader client team, ensuring a responsive, consistent, and positive client experience.
• Build trusted relationships with client contacts through effective communication, trusted advice, project management, and reliable execution.
• Coordinate client deliverables and follow-up activities, ensuring commitments are completed accurately and on schedule.

Insights

• Contribute to the development, implementation, and monitoring of client investment strategies and solutions.
• Apply investment and market knowledge to support client outcomes and address complex challenges.
• Review and oversee deliverables to ensure quality, accuracy, and consistency with client objectives. 

Team and Collaboration

• Build effective relationships across WTW and collaborate with colleagues, clients, and subject matter experts.  
• Contribute to the success of the client team through knowledge sharing, coaching, feedback, mentorship, and support of colleague development.