What are the responsibilities and job description for the Investments Sales Director, US position at WTW?

The Investments team helps asset owners across the world solve their investment problems. We offer a range of services across different delivery models, spanning advisory services, outsourced chief investment officer (OCIO), Total Funds Solutions (TFS), Specialist Portfolio Solutions (SPS) and analytics & tools to give investors access to best-in-class ideas and the opportunity to meet their long-term investment goals.

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

As a Sales Director, you will help drive the success of our investment business by working with the US Head of Growth and Growth team to grow our client base, selling new business, connecting our intellectual capital with client demand and increasing the penetration of WTW into the US corporate pension plan market. You will assess the market needs in the Southeastern region and will oversee distribution activity. Your role will be to help deliver profitable, sustainable growth in the US, growing relationships with existing investment and Health, Wealth and Career clients, and growing efficiently, with a strong eye for sales process and efficiency.

The role will require collaboration across various stakeholders across the business, including the Head Growth, Head of Clients, client teams, and WTW-wide sales and client management teams (including Retirement) to ensure we’re bringing the best of WTW to grow our investments presence.

You will be part of a motivated and aligned team of industry-leading commercial talent. You will report to the Head of Growth, US.

The Role

Client Focus :

Execute an integrated strategic distribution plan which spans our services and solutions, working with leaders to refine and listening to the needs of clients and identifying opportunities in the market to grow.
Build strong and sustainable relationships with relevant market influencers (retirement leads, etc.) and client teams.
Maintain a keen understanding of the competitive dynamics for our services and solutions.
Drive and maintain a culture of business development discipline which will drive a sustainable pipeline.
Be a key part of live pursuit processes, partnering with internal colleagues to drive the sales process.

Teamwork :

Work as part of a motivated, aligned and engaged team behind a clear growth strategy with a clear eye for coordinating and aligning growth colleagues, organizing pitch activity, coaching and training as required.

Develop a culture of mentorship and talent development which supports colleagues on their career journeys.

Championing efforts to promote an equitable, inclusive culture that supports & develops more diverse workforce.

Be a key input into our growth, brand and collateral strategy.

Measure activity and effectiveness by tracking key growth metrics and pipeline.

Ensure that prospect meetings and pitches are properly rehearsed, maximizing our win rates.

Provide input into the appropriateness and relevance of our solution set for the US market, ensuring a feedback loop between the client / distribution team and the content engine, driving solution development change where appropriate and inputting in new product strategy.

Develop sufficient subject matter expertise across our solutions to lead prospect meetings, finalist pitches, generate interest in our solution and close sales.

Develop and cultivate a pipeline to generate $2mm in annualized revenue.

Lead an approach that will build a diverse (DB, DC, Others) multi-year pipeline in the Southeast.

Work with growth, pricing teams to recommend effective pricing decisions.

To put the interests of clients and the integrity of the market at the heart of the way you work.

Qualifications

The Requirements

We welcome candidates with a broad range of experiences and career backgrounds.

Relevant investment sales experience preferably within professional services companies or having sold into such firms.

Experience in developing and running an effective and efficient sales process across a range of clients and service models (advisory, OCIO, etc.).

Corporate pension industry is a plus as well as knowledge of DB and DC pension plans.

Experience selling to other client types (not for profit, wealth) a plus.

Broad business development and leadership skills including collaboration, presentation / pitching skills, client / colleague empathy and adaptability.

Able to frame a solution relevant to client needs.

Exemplary communicator, equally proficient at communicating strategy and execution.

An authentic leader who cares deeply about helping colleagues succeed in their careers.

Keen focus / track record in driving behavioral change to help us achieve our people and leadership objectives.

Clear and transparent communication skills to positively impact direction.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state / local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education / professional certifications, qualifications / experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $185,000 to $215,000 USD per year. The role is also eligible for compensation plan with commission-based bonuses.

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.

Retirement Benefits : Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

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.

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Salary : $185,000 - $215,000

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