Investment Client Consultant at WTW | Toronto | Rezi

Investment Client Consultant at WTW

Investment Client Consultant

WTW · Toronto

1 months ago

Investment Client Consultant

WTW · Toronto

a month ago
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About the Role

Lead consulting efforts for clients, offering expert advice on investment services for Defined Benefit and Defined Contribution plans. This includes strategic objective setting, asset allocation, investment management structures, manager selection, performance measurement, monitoring, custodian selection, transition advice, policy statements, and global research.

Responsibilities

  • Lead Investment consulting client engagements, ensuring quality and timely delivery.
  • Provide a wide range of services to pension and investment committees.
  • Develop effective, leveraged teams.
  • Develop execution plans for large-scale engagements.
  • Establish trusted advisor relationships and provide superior relationship management.
  • Introduce and partner with internal business lines to address client needs.
  • Manage the financial profitability of client investment mandates.
  • Provide constructive feedback to junior associates and offer development opportunities.

Requirements

  • Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered.

Experience Level

  • Director