DescriptionAs a Senior Director on the Client Service team, you will be responsible for leading and coordinating consulting efforts to clients, while providing first class advice on a range of investment services to institutional investors including Defined Benefit, Defined Contribution plans and Endowment & Foundations. These services include setting of investment objectives and beliefs, strategic asset allocation, investment management structures, manager selection, performance measurement and evaluation, investment manager monitoring, custodian and recordkeeper selection, transition advice and statements of investment policy. You will liaise closely with other senior consultants, clients, fund managers and other areas of the firm and take increasing responsibility for client relationships and intellectual capital development (and gaining support from investment analysts as appropriate). You will also have a role to play in the growth of our Canadian investment business, including business development and marketing.Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.The RoleLead Investment consulting client engagements (for both advisor and delegated/OCIO clients),



ensuring quality of work and timely delivery of advice and servicesParticipate in providing a wide range of services to investment and pension committeesLead client teams that work together effectively in delivering services to clientsSupport the execution of large-scale engagementsEstablish a trusted advisor role with clients and provide consistent, superior relationship managementProducing work in accordance with Professional Excellence requirementsComplete project deliverables through effective resource utilizationPartner with internal lines of business to assist in better addressing the client's need and objectivesProvide constructive feedback to junior associates, assist in the development of those associates' skills and capabilitiesManage project and financials of the services conducted for clients.QualificationsThe RequirementsUndergraduate degree required; relevant skilled qualifications such as CFA, FSA, MSc, and MBA are preferred15 or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)Exceptional client focus and a record of supporting the management of client relationshipsProject management skills and experienceUnderstanding of investment management organizations and their role in client solutionsExcellent oral and written French and English communication skills and ability to liaise with internal and external constituenciesTeam player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levelsWillingness to mentor junior colleagues to assist in developing our talent poolModerate travel requiredEqual Opportunity Employer #J-18808-Ljbffr

📌 Client Investment Consultant (Montreal)
🏢 WTW
📍 Montreal