Senior Client Strategist

Willis Towers Watson (Australia)
Sydney, Australia
Mar 24, 2019
Mar 24, 2019
Industry Sector
Finance - General
Employment Type
Full Time
At Willis Towers Watson Investment, we advise large institutional investors, such as super funds, insurers and endowments on their long-term investment strategies. Collectively our Australian clients manage more than $300 billion in assets and are amongst the most innovative and successful institutional investors in Australia. Our clients typically invest in a portfolio of diverse, global investments with the ultimate goal of generating long-term real returns at a rate sufficient to meet their stakeholders' requirements. We add value by developing tailored investment solutions for our clients which are expected to meet these return objectives, but importantly, also take into account each client's tolerance for investment risk, complexity, fee budgets and any other specific requirements. From idea, to innovative research to careful analysis and capable execution, we partner with our clients to give them a competitive edge.
As Senior Client Strategist, you will be responsible for engaging with a large number of existing clients and prospects, to set the foundation for long-term investment strategy and portfolio management framework. You will deliver Investment solutions that will influence clients and prospects to improve outcomes, including Delegated and Specialist Solutions, in alignment with the client's/prospect's objectives and working seamlessly with Senior Investment Consultants, Portfolio Managers, Business Development, and cross-Line of Business colleagues.
The Role

  • Develop new business opportunities with existing clients and large prospects, addressing their unique needs with bespoke Investment solutions that leverage our capabilities and offerings
  • Lead on the strategy development of Investment solutions for existing clients and prospects
  • Advise clients on a variety of investment issues that help identify, assess, manage, measure and transform their organisation's performance and capabilities
  • Influence and persuade key client stakeholders and decision makers at the most senior levels of the client organisation, promoting new Investment solutions that create better portfolios and achieve improved performance
  • Take the lead on identifying and cultivating new business opportunities from large prospects and existing clients, contributing to the financial success of our business
  • Generate pipeline progress against growth objectives
  • Work effectively with Investment and Business Development resources to identify prospects and articulate their goals/objectives, as well as to develop solutions that improve client outcomes
  • Work collaboratively with the Client Relationship lead during the relevant projects
  • Be a senior resource for the investment practice and a key point relationship contact for the broader firm
  • Actively develop and mentor talent, providing direction, feedback and coaching
  • Contribute to the development of innovative and best in class thinking and solutions for our business
  • Ensure that all advice given during the relevant strategy discussions is consistent with our Professional Excellence guidelines and the WTW core values
The Requirements
  • Ability to build multiple relationships at the most senior levels within client organisations
  • Ability to influence key stakeholders (internal and external) via formal and informal channels
  • Track record of business development and consultative sales expertise
  • Demonstrated strategic thinking
  • Knowledge of the best ideas in managing risk in a holistic manner and the ability to influence multiple pools of capital for the better
  • Demonstrated capability to collaborate with cross-functional teams across Investment practices and geographies; team player
  • Significant investment and risk management acumen (Qualified CFA, Actuarial or other suitable qualification)
  • Excellent oral and written communication skills
  • IT literate

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at

Willis Towers Watson is an equal opportunity employer
Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Flexible Working
Willis Towers Watson is committed to finding opportunities to foster flexibility in the workplace, whenever business and client demands allow. We are delighted that this opportunity meets the criteria for flexible working. For specific details, please discuss with your Recruiter.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.