Senior Retirement Consultant & Market Leader - MO/KS

Summary

 

Go beyond.  At WTW, we are more than individuals.  We are a community focused on helping our colleagues and clients thrive and succeed. WTW is a leading global professional services company that helps organizations improve performance through effective people, financial, and risk management.  With 45,000 colleagues around the world, we offer solutions in the areas of benefits, talent management, rewards, and risk and capital management.

 

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.

 

Using 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. 

As a Lead Relationship Manager, you will be responsible for identifying client needs and opportunities for which WTW can provide solutions. You will facilitate introductions for colleagues in the businesses to help clients meet their needs and seize those opportunities. You will also build relationships with key buyers at the clients for whom you serve as a Lead Relationship Manager. 

As the Market Leader for the Missouri / Kansas Geography, you will be responsible for colleague engagement, culture and community in the market, as you work in partnership with other local leaders. 

 

Performance Objectives:

 

Financial

• Primary accountability for growing revenue on significant client and prospect opportunities
• Cross-sell new projects and services to current clients; maximize the penetration of key accounts
• Serve as the lead Retirement strategist/subject matter expert on large client cases, where appropriate
• Manage the financial results for the Retirement relationship

 

Clients

• Lead client relationships from a Retirement perspective
• Lead overall relationship with the client
• 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
• Build relationships with key client contacts
• Identify client needs/opportunities
• Match WTW services with client needs/opportunities
• Facilitate introductions for WTW colleagues in other businesses

 

• 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
• Finalize and present quality deliverables to clients

 

People

• Create an inclusive and diverse environment where all colleagues feel welcome and appreciated, serving as a role model to all colleagues
• Demonstrate extensive leadership ability by mentoring and developing others
• 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