Lead Retirement Consultant

The Business

Our Retirement team combines expertise in retirement and investment consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension or a defined contribution plan, we work with them to determine the right approach to design, funding, investing, governing, and employee engagement that fits their specific goals.

Through the use of leading-edge tools and research as well as sophisticated thinking, our team can build tailored solutions for clients that balance retirement program risks and costs with plan objectives and opportunities.

The Role 

As a Lead Retirement Consultant, you will be primarily responsible for developing new business, leading and delivering large, strategic client engagements and serving as strategic advisor to clients and colleagues. You’ll also be asked to contribute your thought leadership to the overall development of the Retirement Line of Business and cross line of business development opportunities. 

Performance Objectives:

Financial

• Primary accountability for growing Retirement revenue on significant client and prospect opportunities

• Cross-sell new projects and services to current Retirement clients; maximize the penetration of key accounts
• Serve as the lead Retirement strategist/subject matter expert on large client cases, where appropriate

Clients

• Lead client relationships from a Retirement perspective

• Establish a trusted advisor role with clients and provide consistent, superior relationship management
• Identify and proactively act upon opportunities to cross sell projects and services to current clients

• Lead and manage multiple large Retirement consulting client engagements

• Provide strategic direction for client engagements across a broad range of retirement opportunities / initiatives 
• Build leveraged teams that work effectively together
• Develop plans for execution of large, global engagements
• Finalize and present quality deliverables to clients

People

• Demonstrate extensive leadership ability by mentoring and developing other consultants

• Build relationships internally and collaborate effectively on cross-functional teams

• Oversee actuaries and other financial experts in the delivery of value-added models, projections and analytics

Excellence

• Serve as senior strategist and ensure clients are regularly informed about the implications and opportunities that changing laws and regulations have related to their retirement plans 

• Perform consulting review of work products and drive excellence in client delivery

• Contribute to the development of new tools, IC and approaches to Retirement plan strategy and management

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

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.

• Proven success in the design/management of Retirement programs to Fortune 500 or organizations of similar size gained in a consulting environment

• Track record of generating profitable revenue and winning new large client relationships

• An executive presence with polished and well developed written and oral communication skills

• Demonstrate ability to collaborate with and lead colleagues and mentor junior colleagues

• Ability to deal with ambiguity, persuade others to take a holistic view, and knowledge of the competitive landscape and full range of WTW services

• An undergraduate degree is required

Company Benefits

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

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)

• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). 

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.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets