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Investment Solutions Senior Associate

Research and Product Development
Investment Risk & Reinsurance
1800045O Requisition #
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This role provides the successful candidate an opportunity to join the Specialist Portfolio Solutions (“SPS”) team a growing part of the Investment business, as a Portfolio Specialist. SPS are client-friendly, subject matter experts with a commercial focus responsible for developing our strategy, growing our client base and managing specialist solutions’ clients. We are a global team of 35, have over 125 clients and around $30bn in AUM.

Given the increase in activity in the Americas, we are looking to grow our resourcing in the US to enable further growth. Your role will be to support this activity and the embedding of relevant asset class solutions into as many portfolios as possible by; driving the sales process, engaging with clients/prospects on their portfolios, leveraging your subject matter expertise to emphasize WTW’s credibility in managing portfolios and deliver an outstanding client experience post-appointment.


Sales support and discipline:
• Prepare impactful and persuasive presentations and other sales material for prospects
• Rigorously update and maintain CRM databases with prospect and client information
• Review and identify ways to streamline sales and operation processes on an on-going basis

Developing and maintaining a go-to market strategy in our solutions:
• Working with senior colleagues to assess market opportunities across North America, prioritize sales channels and solutions and align resourcing focus
• Developing clear market positioning and messaging for our solutions

Internal marketing:
• Working with Advisory Portfolio Managers, Retirement Consultants and other Lines of Business to ensure they are aware of the benefits that SPS can have on client portfolios and conversant in WTW’s edge in our solutions
• Leading live pursuit processes, partnering with internal colleagues to tailor the message to our clients and displaying business development discipline through the process

Client management:
• Post-appointment, working closely with other WTW colleagues to support the relationship
• Overseeing the preparation, review and dispatch of client papers

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


• Display of broad business development skills, including sales discipline/urgency, project management expertise and presentation/pitching skills.
• Subject matter expertise of Investment products and 3+ years relevant industry experience from Asset Management Sales/Marketing or Client Consulting, preferably in equities or alternative asset classes.
• Ability to create and deliver persuasive sales messaging.
• Highly organized individual able to deliver timely and accurate work, often at short notice.
• Team player with demonstrated aptitude at forging strong industry and internal partnerships.
• Natural ease and effectiveness when communicating with clients/colleagues at all levels.
• Completion of CFA or equivalent qualifications.

The Company:

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer:

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability. 

Equal Employment Opportunity: Know your rights.

Unsolicited Contact: 

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.

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