Willis Towers Watson Delegated Investments – Solutions and Sales Leader in Chicago, Illinois

Delegated Investments – Solutions and Sales Leader

Date Posted: April 18, 2018


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


As the Defined Contribution Delegated Investment – Solutions and Sales Leader, you will be responsible for leading efforts to define and evolve the development of our delegated go to market solution, managing a region with direct sales goals. You will work apply your understanding of the client needs, competitive environment and our intellectual capital to build and maintain a best in class defined contribution OCIO solution and manage the growth of our service offering in one of our regional (central, west or east). You will then work closely with all aspects of the DIS offering including Manager Research, Portfolio Management, Implementation and Operation Teams, and Technology resources and work directly with the retirement office leaders, investment consultants to customize a client solution for existing clients and new business opportunities.



• Proven senior leader with the ability to manage multiple initiatives in a collaborative manner

• Commitment to customize and deliver a “best in class” service to clients in a timely and effective manner

• Knowledge of the best ideas in managing defined contribution plans in a holistic manner

• Solutions and client strategic sales experience managing a customize investment solution

• Demonstrated ability to operate in a collaborative manner

• Ensure all work is delivered in accordance with Professional Excellence requirements


• Experienced in understanding all aspects of a delegated or OCIO defined contribution relationship

• Collaborative partner who brings ideas on how a delegated offering can more efficiently operate to maximize value for clients in meeting their goals and objectives

• Serve as senior resource for the investment practice and key point relationship contact for the broader firm (e.g., Retirement)

• Proven track record of building strong relationships internally and collaborating effectively on cross-functional teams including Retirement, Portfolio Management, Delegated Operations, and Business developments areas

• Build effective working relationships with clients/colleagues at all levels


• Define and manage the evolution of the overall delegated defined contribution go to market offering for clients and prospects

• Work with the Retirement and Investment resources to identify possible delegate needs in the market place

• Contribute to the development and innovative and best in class thinking regarding defined contribution and solutions

• Support the creation of prospect and client deliverables


• Manage a region and responsible for growing our delegated defined contribution practice

• Developing delegated business growth strategy

• Managing pipeline

• Report up-take, pipeline reporting

• Internal and external feedback on our go to market solution


• Significant actuarial, investment, and risk management acumen gained in a Senior / Director level role

• 10+ years of investment solutions and sales experience

• Earned or currently pursuing FSA or CFA credentials

• Series 7 license or progress towards examination

• Proven track record in managing client assignments, generating and progressing prospect opportunities within DC and DB Investment

• Excellent oral and written communication skills

• Team-player; able to work with people at a variety of levels

• High attention to detail with a track record of delivering accurate, high quality work

• Strong technical skills (especially Excel and PowerPoint)

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. at http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

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.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Location:Chicago, IL, US

  • Date Posted:April 18, 2018