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Willis Towers Watson

Senior Client Lead - Specialist Portfolio Solutions

This role provides the candidate with an opportunity to join Willis Towers Watson's Specialist Portfolio Solutions (SPS) business (a growing part of the business) as a Senior Client Lead. SPS are client-friendly, subject matter experts with a commercial focus responsible for developing our strategy, growing our client base and managing clients. We are a global team of 35, have over 100 clients and around $30bn in AUM.

The successful candidate will lead and manage client relationships including with one of WTW"EURTMs largest investment clients. This role will require the candidate to manage a team of people to support the management of a large and sophisticated investment trust.

Additionally, the candidate will become a part of the broader Equity Solutions effort within WTW, tasked with promoting the solution internally and externally and managing clients.

The Role

Client serviceDemonstrate credibility as an investment practitioner in front of a large, sophisticated client including liaising with the client, Willis Towers Watson Investment Committee and support services (both internal and third party) on an ongoing basis in order to:
  • Maintain and develop client relationships.
  • Prepare, review and dispatch of board meeting papers.
  • Prepare, review and dispatch regular communications and reports.
  • Engage with clients proactively to address client queries or concerns in a timely fashion.
  • Identify, understand issues/risks and manage issues/risks to the client relationship.
  • Engage with Project Management support to ensure all tasks are effectively managed and provide regular updates to client and internal client team.
WTW Investment Committee participation
  • Understand and clearly articulate the investment proposition "EUR" the investment thesis, portfolio composition, managers and performance 
  • Provide input on how best to manage and evolve the messaging around the proposition
  • Address issues raised by the Investment Committee and / or the client in an effective and timely manner 
  • Act as a senior advocate internally and externally for the proposition (and wider WTW equity solutions)
  • Liaise with the portfolio management, fund accounting, finance & accounting, reporting risk management and compliance teams to ensure the continued operational effectiveness of the portfolio is maximised.
  • Collaborate with those teams to adjust the service/proposition where necessary to adjust for new regulations or client demands (such as enhanced reporting).
  • Liaise and collaborate with the third party marketing and media relations teams to prepare presentations and other sales material for investors and support investor days. Ensure regular materials are kept up to date and relevant.
The Requirements
  • Degree level education, with subject matter expertise of Investment products and relevant industry experience (7+ years) from Asset Management or Consulting environment, preferably in equities
  • Self-starter who is adaptive, fast-learning, responsive, reliable, well-organised and ambitious
  • Track record of leading / managing a team 
  • Display of broad business development skills, including presentation / pitching skills, client / colleague empathy and urgency
  • Strong communication skills, ability to develop relationships and present persuasively
  • Completion of CFA or equivalent qualification
  • Excellent written and verbal communication skills
  • Highly organised individual able to deliver timely and accurate work, often at short notice
  • Exceptional client management skills and track record of successful relationship management.
  • Commitment to providing a "EUR~best in class"EURTM service to clients and adherence to "EUR~Work Excellence"EURTM principles and procedures.
  • Ability to build strong networks internally in the Investment business and to collaborate effectively on cross-functional teams
  • Natural ease and effectiveness when dealing with clients/colleagues at all levels.
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 "EUR" the dynamic formula that drives business performance. Together, we unlock potential. Learn more at

Willis Towers Watson is an equal opportunity employer
Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

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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