WTW · 2 months ago
Investment Lead Associate
205 West Fourth Street, Cincinnati, OH, 45202, US
Full-time
Onsite
Mid LevelWTW is a leading global advisory, broking, and solutions company, and they are seeking an Investment Lead Associate to provide high-quality services to defined contribution and defined benefit plan sponsor clients. The role involves managing client relationships, delivering investment consulting services, and supporting senior consultants in various strategic tasks.
ConsultingInformation TechnologyInsuranceMedicalService Industry
No H1B
Responsibilities
Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationships Managers
Deliver superior, consistent project management for assigned clients
Draft client deliverables including investment and plan performance reports, capital markets updates, manager recommendations, plan and fee benchmarking, and legislative, judicial, and regulatory briefs
Attend regular client investment committee meetings and support the senior consultants in the delivery of WTW’s investment consulting services
Serve as the day-to-day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards
Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
Support Senior Consultants in the provision of first class advice and guidance related to their retirement plan strategy including the selection, implementation and monitoring of investment strategies, plan design, employee engagement and vendor
Perform technical check of work
Directly contribute to clients’ success through applying your technical expertise
Participate in special projects as needed
Contribute to the development of new tools and approaches
Meet revenue and billable hour goals as described by manager
Support the generation of new business as part of the broader team
Build relationships internally and collaborate effectively on cross-functional teams
Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
Serve as mentor to project team associates
Qualification
Required
Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationships Managers
Deliver superior, consistent project management for assigned clients
Draft client deliverables including investment and plan performance reports, capital markets updates, manager recommendations, plan and fee benchmarking, and legislative, judicial, and regulatory briefs
Attend regular client investment committee meetings and support the senior consultants in the delivery of WTW's investment consulting services
Serve as the day-to-day project lead, ensuring the progress of the team against established objectives, budgets, timeline, deliverables and quality standards
Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
Provide a wide range of services to trustees, investment sub-committees and corporate sponsors
Support Senior Consultants in the provision of first class advice and guidance related to their retirement plan strategy including the selection, implementation and monitoring of investment strategies, plan design, employee engagement and vendor
Perform technical check of work
Directly contribute to clients' success through applying your technical expertise
Participate in special projects as needed
Contribute to the development of new tools and approaches
Meet revenue and billable hour goals as described by manager
Support the generation of new business as part of the broader team
Build relationships internally and collaborate effectively on cross-functional teams
Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
Serve as mentor to project team associates
Company
WTW
WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.
Founded in 1828
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.75B2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity
Leadership Team
Andrew Krasner
Chief Financial Officer
Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
Recent News
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