Elevate your career as a Senior Director in Client Service, providing expert advice to institutional investors. Lead consulting engagements and manage client relationships with excellence. In this pivotal role, you will direct consulting efforts for Defined Advantage and Contribution plans, as well as Endowment & Foundations.
With over 15 years of progressive investment experience, your responsibilities include strategic asset allocation, manager selection, and performance evaluation. You will closely collaborate with clients, fund managers, and senior consultants while focusing on intellectual capital development. Key Responsibilities:
Lead investment consulting engagements for diverse client types
Support investment and pension committees with tailored solutions
Build trusted relationships as a superior advisor
Partner with teams for effective project execution
Provide mentorship to junior associates in skill development Requirements:
Undergraduate degree, CFA or MBA preferred
15+ years in client-service focused investment roles
Proven project management skills
Bilingual in French and English
Willingness to travel moderately Bring your extensive expertise and strategic insight to drive excellence in client investments and relationships.
📌 Senior Client Investment Consultant Role Montreal
🏢 Willis Towers Watson
📍 Montreal
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