NA Investments Product Development Leader

This is an opportunity to work as part of an innovative and forward-thinking global organization that recognizes and values employees as being their greatest asset. As a Senior Director of Investment Product Strategy at WTW, you will serve as a senior executive leader responsible for defining and executing the strategic vision for our investment product offerings across all of our investment channels including defined benefit , defined contribution and wealth management  Your extensive expertise will drive enterprise-wide product innovation, strategic partnerships, and commercial growth while providing thought leadership that positions WTW as a market leader in institutional investment solutions.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role:

Strategic Leadership & Vision:

• Define and execute the long-term product strategy aligned with WTW's enterprise objectives and market opportunities across wealth management and institutional segments.

• Serve as a subject matter expert and thought leader, both with internal stakeholders  and externally   in strategic partnerships with banks, trust companies, Asset managers  and distribution platforms.

• Lead the development of multi-year product roadmaps that anticipate market evolution, regulatory changes, and emerging client needs across CITs, '40 Act products, and alternative investment structures.

• Establish and maintain strategic relationships with senior executives at trustee banks, fund administrators, custodians, and major distribution platforms to enhance WTW's competitive positioning.

• Collaborate with C-suite and senior leadership to shape firm-wide investment strategy, resource allocation decisions, and go-to-market approaches.

• Drive thought leadership initiatives including white papers, market research, and industry benchmarking that position WTW as a premier provider of institutional investment solutions.

Enterprise Product Development:

• Oversee the end-to-end product development lifecycle for complex, multi-billion dollar investment products across various asset classes and vehicle structures.

• Lead the evaluation and selection of product structures (CITs, mutual funds, ETFs, SMAs, private funds) that optimize client outcomes, operational efficiency, and commercial success.

• Direct comprehensive competitive intelligence operations, conducting deep market analysis to identify white space opportunities and strategic product positioning.

• Establish product governance frameworks, investment policies, and fiduciary oversight structures that meet institutional standards and regulatory requirements.

• Navigate complex regulatory landscapes across multiple jurisdictions, working with legal counsel to structure products that comply with ERISA, '40 Act, banking regulations, and tax requirements.

• Oversee financial modeling, business case development, and P&L management for the product suite, ensuring revenue targets and profitability objectives are achieved.

   

Team Leadership & Organizational Development:

• Build, mentor, and lead a high-performing product management team, providing strategic direction and professional development opportunities.

• Establish best practices, processes, and frameworks for product development that can scale across the organization.

• Foster a culture of innovation, collaboration, and client-centricity within the product organization and across cross-functional teams.

• Serve as a trusted advisor and escalation point for complex product decisions, client negotiations, and strategic initiatives.

• Partner with HR to attract, retain, and develop top-tier product management talent with expertise in institutional investment products.

Client & Stakeholder Engagement:

• Engage with client and sales teams   to understand evolving needs and translate them into product solutions.

• Cultivate relationships with industry consultants, pension advisors, and gatekeepers who influence product selection decisions.

• Represent WTW in industry associations, working groups, and regulatory comment processes to shape industry standards and best practices.

Innovation & Market Positioning:

• Champion product innovation initiatives that differentiate WTW in the marketplace, including alternative investment structures,  custom solutions, and technology-enabled offerings.

• Monitor and assess emerging trends in investment products, distribution channels, and competitive dynamics to inform strategic decision-making.

• Drive the evolution of WTW's product architecture to address changing market demands, including product structures and asset class innovation 

• Establish metrics and KPIs to measure product performance, client satisfaction, and market share, using data-driven insights to inform continuous improvement.

The Requirements

• Minimum of 12+ years of progressive experience in investment product development, management, or strategy within the asset management or institutional consulting industry, with at least 5 years in a senior leadership role.

• Deep subject matter expertise in institutional investment products including Collective Investment Trusts (CITs), '40 Act registered products (mutual funds, ETFs, closed-end funds), and separately managed accounts.

• Demonstrated track record of successfully launching and scaling investment products that have achieved significant asset growth 

• Comprehensive understanding of wealth management and   including advisor distribution channels, OCIO platforms, and institutional client needs.

• Extensive knowledge of regulatory frameworks including ERISA, Investment Company Act of 1940, OCC/banking regulations, SEC compliance, and DOL fiduciary standards.

• Proven ability to build and lead high-performing teams, with experience managing senior-level professionals and driving organizational change.

• Strategic business acumen with strong financial modeling, P&L management, and business case development capabilities.

• Established industry network and relationships with key decision-makers at trustee banks, fund administrators, distribution platforms, and institutional investors.

• Outstanding communication and presentation skills, with experience as an industry thought leader and public speaker.

• Master's degree (MBA preferred) from a top-tier institution; undergraduate degree in finance, economics, or related field required.

• Professional credentials strongly preferred: CFA, CAIA, or equivalent advanced certifications demonstrating deep investment expertise.

Preferred Additional Qualifications:

• Experience at major asset managers or leading OCIO platforms.

• Direct experience working with bank trust companies and understanding of CIT sponsorship, trustee relationships, and bank regulatory requirements.

• Background in fiduciary consulting, investment advisory, or institutional client relationship management.

• Track record of successful M&A integration, strategic partnership development, or new market entry initiatives.

• Expertise in alternative investment products (private equity, private credit, real assets, hedge funds) and their integration into institutional portfolios.

• Knowledge of emerging distribution trends including model marketplaces, unified managed accounts (UMAs), and technology-enabled advisory platforms.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identify theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance and other work/life resources
• Leave Benefits: Paid holidays, annual paid time off (includes state/local paid leave where required), company-paid disability (short-term and long-term disability), other leaves (e.g., bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

EOE, including disability/vets

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.