Client Portfolio Specialist

Responsibilities

• Oversee and execute the investor experience for WTW Specialist Portfolio Solutions (SPS) clients
• Lead relationships for clients utilizing WTW’s asset management services through fund solutions or bespoke portfolios
• Serve as the primary point of contact for investor questions and facilitate connectivity with internal centers of knowledge
• Manage the production and delivery of fund investor collateral, including quarterly investment reporting and fact sheets
• Collaborate with investment consulting teams to support client management and advisory needs
• Identify opportunities for relationship expansion and participate in new business opportunities, particularly in private markets
• Coordinate with Research and the Portfolio Management Group to execute the SPS annual content plan

Requirements

• Undergraduate degree required; professional qualifications such as CFA, FSA, MSc, or MBA are preferred
• 5+ years of progressive investment experience, ideally in consulting, investment management, or portfolio management
• Strong technical skills in asset/liability-based investment strategies and liability relative risk management
• Excellent oral and written communication skills with a strong client focus
• Ability to work effectively in a professional services environment and mentor junior colleagues
• Willingness to travel moderately

Benefits

• Competitive medical, dental, and vision insurance
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA)
• Paid Time Off (PTO), paid holidays, and various leave benefits (Parental, Adoption, FMLA, etc.)
• Retirement benefits including a Contributory Pension Plan and 401(k) Savings Plan
• Short-term and long-term disability insurance

About the Company

WTW is a leading global advisory firm that helps clients manage risk and optimize outcomes. We provide expertise in risk, broking, and human capital to help organizations navigate complex challenges and achieve sustainable growth.