Investments Sales Director, West Coast

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.

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 designated 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.

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

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

Excellence:

• 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
• Providing 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

Financial:

• 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 designated region
• 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

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 strateg