This job is with WTW, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Description

As 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.

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

The Role

Lead Investment consulting client engagements (for both advisor and delegated/OCIO clients), ensuring quality of work and timely delivery of advice and services

Participate in providing a wide range of services to investment and pension committees

Lead client teams that work together effectively in delivering services to clients

Support the execution of large-scale engagements





Establish a trusted advisor role with clients and provide consistent, superior relationship management

Producing work in accordance with Professional Excellence requirements

Complete project deliverables through effective resource utilization

Partner with internal lines of business to assist in better addressing the client’s need and objectives

Provide constructive feedback to junior associates, assist in the development of those associates’ skills and capabilities

Manage project and financials of the services conducted for clients.

Qualifications

The Requirements

Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred

15 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 relationships

Project management skills and experience

Understanding of investment management organizations and their role in client solutions

Excellent oral and written French and English communication skills and ability to liaise with internal and external constituencies

Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels

Willingness to mentor junior colleagues to assist in developing our talent pool

Moderate travel required

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.

This job posting is an advertisement for an existing vacancy.

Equal Chance Employer

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📌 Client Investment Consultant (Quebec City)
🏢 WTW
📍 Quebec City