Client Portfolio Specialist
WTW inc., Atlanta, GA, United States
Description
The role
The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including:
Lead relationships for custom solution and fund only clients
Collaborate with the investment consulting team to support the client management needs for Advisory + fund clients (and custom solutions as appropriate)
Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge
Proactively anticipate client needs and requests
Identify potential opportunities for relationship expansion
Participate in new business opportunities (support SPS growth function), with an emphasis on private markets
Identify areas for operational and service efficiencies
Oversee and manage the production of fund investor collateral (Quarterly Investment Reporting, fact sheet, custom reports) and manage the processes for delivering to investors.
Key contribution annually will be the coordination with Research and the Portfolio Management Group to execute the SPS annual content plan.
Annual Objectives
Clients
Retention
Consistent delivery
Net Promoter Score
At risk identification and management
Issue response and resolution time
Leverage Investment Client Consulting Leads to enable efficient delivery and capacity
Financial
Size of client book of business
Sales credits
Participate in new business opportunities
People
Optimize resource alignment
Invest in development of SPS client support team
Innovation & Excellence
Design, execute, and improve processes to support current clients and enable growth
Qualifications
The Requirements
Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
Excellent client focus and a record of supporting the management of client relationships
Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred
Understanding of investment management organizations and their role in client solutions
Excellent oral and written communication skills and ability to liaise with internal and external constituencies
Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
Willingness to mentor junior colleagues to assist in developing our talent pool
Moderate travel required
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The salary compensation range being offered for this role is $130,000.00 to $160,000.00.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits:
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf)
Retirement Benefits:
Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets
The role
The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including:
Lead relationships for custom solution and fund only clients
Collaborate with the investment consulting team to support the client management needs for Advisory + fund clients (and custom solutions as appropriate)
Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge
Proactively anticipate client needs and requests
Identify potential opportunities for relationship expansion
Participate in new business opportunities (support SPS growth function), with an emphasis on private markets
Identify areas for operational and service efficiencies
Oversee and manage the production of fund investor collateral (Quarterly Investment Reporting, fact sheet, custom reports) and manage the processes for delivering to investors.
Key contribution annually will be the coordination with Research and the Portfolio Management Group to execute the SPS annual content plan.
Annual Objectives
Clients
Retention
Consistent delivery
Net Promoter Score
At risk identification and management
Issue response and resolution time
Leverage Investment Client Consulting Leads to enable efficient delivery and capacity
Financial
Size of client book of business
Sales credits
Participate in new business opportunities
People
Optimize resource alignment
Invest in development of SPS client support team
Innovation & Excellence
Design, execute, and improve processes to support current clients and enable growth
Qualifications
The Requirements
Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred
Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)
Excellent client focus and a record of supporting the management of client relationships
Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred
Understanding of investment management organizations and their role in client solutions
Excellent oral and written communication skills and ability to liaise with internal and external constituencies
Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels
Willingness to mentor junior colleagues to assist in developing our talent pool
Moderate travel required
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The salary compensation range being offered for this role is $130,000.00 to $160,000.00.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits:
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf)
Retirement Benefits:
Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets