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Willis Towers Watson

Senior Portfolio Specialist - Business Development

SummaryOur business is developing in exciting new ways and at the forefront of these is our effort to support more clients in specialist areas of their asset portfolio (eg, equity, multi-asset, liquid alternatives, private markets, credit and secure income). Our large team of investment professionals, spanning capital markets, portfolio management and investment research creates a unique platform from which to continue to grow our business in specialist areas. The team responsible for this part of our business is the Specialist Portfolio Solutions or SPS team, within our delegated business. SPS are client-friendly, subject matter experts with a commercial focus responsible for developing our strategy, growing our client base and managing clients.

The RoleThis role provides the candidate with an opportunity to join SPS, a growing part of the business, as a Senior Portfolio Specialist. The successful candidate will form a core component of the UK team responsible for growing our client base in a market at the heart of the business.
Specific responsibilities will include: 
Sales strategy and execution
  • Develop and execute our go-to-market strategy for the UK external channel (ie, non-Investment advisory clients, non-Retirement clients)
  • Lead Generation "EUR" work with the broader SPS distribution team and EMEA BD team to identify, target and approach prospects; leverage and navigate internal networks (RET, CRD etc) as appropriate
  • Develop sufficient subject matter expertise across our solutions to lead prospect meetings, including finalist pitches, to generate interest in our solution
  • Deliver to a sales plan for the UK external channel
  • Work with portfolio specialists to ensure that impactful and persuasive presentations and other sales material for prospects are prepared
  • Ensure that prospect meetings and pitches are properly rehearsed
  • Oversee collation and analysis of relevant pipeline Management Information

Support go-to market strategy in our solutions
  • Work with SPS solution teams to assess market opportunities for their solution within the UK
  • Align solution-specific market positioning and messaging to the UK market
  • Develop a keen understanding of the competitive dynamics for our solutions in UK and propose changes to the solution as necessary to maintain our edge
Requirements"EUR-Relevant experience, preferably in a distribution role within an asset management environment
"EUR-CFA or other similar professional qualification advantageous
"EUR-Self-starter who is adaptive, fast-learning, responsive, reliable, well-organized and hungry
"EUR-Track record of leading / executing successful complex investment sales pursuits, ideally involving alternative assets
"EUR-Display of broad business development skills, including presentation/pitching skills, client/colleague empathy and urgency
"EUR-Team player with demonstrated aptitude at forging strong industry and internal partnerships
"EUR-Strong communication skills, ability to develop relationships and present persuasively
"EUR-Highly organised individual able to deliver timely and accurate work, often at short notice.
Principal Accountabilities
"EUR-Conduct Risk: To put the interests of clients and the integrity of the market at the heart of the way you do business

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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