Home › Companies › Eedu Fa Em3 Oraclecloud Com CX 1003 › Client Portfolio Specialist
Client Portfolio Specialist
Eedu Fa Em3 Oraclecloud Com CX 1003 · Atlanta, GA, United States; US Charlotte - 1120 South Tryon Street NC, Charlotte, NC, US · Active · $130,000 / year · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Eedu Fa Em3 Oraclecloud Com CX 1003 |
| Title | Client Portfolio Specialist |
| Normalized title | - |
| Department / team | Economic Research |
| Location | Atlanta, GA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | $130,000 / year |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-05-29 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Eedu Fa Em3 Oraclecloud Com CX 1003. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Atlanta. | Open |
| Department jobs | Active postings in Economic Research. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Eedu Fa Em3 Oraclecloud Com CX 1003 |
| Source | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
Description
The role
The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including:
Lead relationships for clients utilizing WTW’s asset management services through fund solutions or bespoke portfolios Collaborate with the investment consulting team to support client management needs for relationships where WTW delivers advisory consulting and SPS services Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge Proactively anticipate client needs and requests Identify potential opportunities for relationship expansion Participate in new business opportunities (support SPS growth function), with an emphasis on private markets Identify areas for operational and service efficiencies Oversee and manage the production of fund investor collateral (Quarterly Investment Reporting, fact sheet, custom reports) and manage the processes for delivering to investors. Key contribution annually will be the coordination with Research and the Portfolio Management Group to execute the SPS annual content plan.
Annual Objectives
Clients
Retention Consistent delivery Net Promoter Score At risk identification and management Issue response and resolution time Leverage Investment Client Consulting Leads to enable efficient delivery and capacity Financial
Size of client book of business Sales credits Participate in new business opportunities People
Optimize resource alignment Invest in development of SPS client support team
Innovation & Excellence
Design, execute, and improve processes to support current clients and enable growth
Qualifications
The Requirements
Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management) Excellent client focus and a record of supporting the management of client relationships Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred Understanding of investment management organizations and their role in client solutions Excellent oral and written 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
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The salary compensation range being offered for this role is $130,000.00 to $160,000.00.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits:
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets
Full job record
| Job ID | 3d671abe0cb5f6e2d0968fd51a58b85004a3065a |
| Org ID | fb7be193-7b81-4a79-b4eb-d716831a6298 |
| Source ID | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| Board ID | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| Provider | oracle_hcm |
| Provider Job Key | 202602511 |
| Title | Client Portfolio Specialist |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Atlanta, GA, United States; US Charlotte - 1120 South Tryon Street NC, Charlotte, NC, US |
| Department | Economic Research |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | GA |
| City | Atlanta |
| Salary Raw | Compensation The salary compensation range being offered for this role is $130,000.00 to $160,000.00. This role is also eligible for an annual short-term incentive bonus |
| Salary Min | 130,000 |
| Salary Max | — |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202602511 |
| Apply URL | https://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202602511 |
| First Seen At | 2026-05-31 18:09:02Z |
| Last Seen At | 2026-06-06 11:42:41Z |
| Last Checked At | 2026-06-06 11:42:41Z |
| Last Changed At | 2026-06-06 11:42:41Z |
| Inactive At | — |
| Source Posted At | 2026-05-29 17:49:36Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=eedu.fa.em3.oraclecloud.com|CX_1003/date=2026-06-06/2026-06-06T11-42-11-506Z-65b514209292a1e4bde5a61d7c93b81cdcabfcd416ad8cee24b9caf931edd976.json |
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"ExternalDescriptionStr": "<p><span style=\"color: purple; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\"><strong>The role</strong></span></span></p><p><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including: </span></span></p><ul style=\"list-style-type: disc;\"><li style=\"color: black;\"><span style=\"background-color: white; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Lead relationships for clients utilizing WTW’s asset management services through fund solutions or bespoke portfolios</span></span></li><li style=\"color: black;\"><span style=\"background-color: white; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Collaborate with the investment consulting team to support client management needs for relationships where WTW delivers advisory consulting and SPS services</span></span></li><li><span style=\"background-color: white; color: black; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge</span></span></li><li><span style=\"background-color: white; color: black; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Proactively anticipate client needs and requests </span></span></li><li><span style=\"background-color: white; color: black; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Identify potential opportunities for relationship expansion </span></span></li><li><span style=\"background-color: white; color: black; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Participate in new business opportunities (support SPS growth function), with an emphasis on private markets</span></span></li><li><span style=\"background-color: white; color: black; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Identify areas for operational and service efficiencies </span></span></li><li><span style=\"background-color: white; color: black; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Oversee and manage the production of fund investor collateral (Quarterly Investment Reporting, fact sheet, custom reports) and manage the processes for delivering to investors. </span></span></li><li><span style=\"background-color: white; color: black; font-family: "Times New Roman", serif;\"><span style=\"font-size: 12pt;\">Key contribution annually will be the coordination with Research and the Portfolio Management Group to execute the SPS annual content plan.</span></span><br><br> </li></ul><p><span style=\"background-color: white; color: purple; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\"><strong>Annual Objectives</strong></span></span></p><p><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\"><u>Clients</u></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Retention</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Consistent delivery</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Net Promoter Score</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">At risk identification and management </span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Issue response and resolution time</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; 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line-height: 107%;\">Design, execute, and improve processes to support current clients and enable growth</span></span></li></ul>",
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"ExternalQualificationsStr": "<p><span style=\"background-color: white; color: purple; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\"><strong>The Requirements</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Excellent client focus and a record of supporting the management of client relationships</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Understanding of investment management organizations and their role in client solutions </span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Excellent oral and written communication skills and ability to liaise with internal and external constituencies</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Willingness to mentor junior colleagues to assist in developing our talent pool </span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Moderate travel required</span></span></li></ul><p> </p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"> </span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation and Benefits </strong></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"> </span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation </strong></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">The salary compensation range being offered for this role is $130,000.00 to $160,000.00. </span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">This role is also eligible for an annual short-term incentive bonus. </span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"> </span></p><p><strong>Company Benefits:</strong></p><p>WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p><ul><li><strong>Health and Welfare Benefits: </strong>Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</li><li><strong>Leave Benefits:</strong> Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), <a href=\"https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf\" target=\"_blank\">Paid Time Off</a></li><li><strong>Retirement Benefits: </strong>Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans</li></ul><p> </p><p>Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.</p><p><span style=\"color: rgb(127, 53, 178);\"><strong>EOE, including disability/vets</strong></span></p>",
"InternalQualificationsStr": "<p><span style=\"background-color: white; color: purple; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\"><strong>The Requirements</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Undergraduate degree required; relevant professional qualifications such as CFA, FSA, MSc, and MBA are preferred</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Five or more years of progressive investment experience, ideally gained in a client-service oriented environment (consulting, investment management or portfolio management)</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Excellent client focus and a record of supporting the management of client relationships</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Strong technical skills related to asset / liability-based investment strategies, including liability relative risk management; familiarity with customized stochastic modeling tools preferred</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Understanding of investment management organizations and their role in client solutions </span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Excellent oral and written communication skills and ability to liaise with internal and external constituencies</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Team player comfortable in a professional services environment with the ability to communicate effectively internally & externally at appropriate levels</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Willingness to mentor junior colleagues to assist in developing our talent pool </span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Moderate travel required</span></span></li></ul><p> </p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"> </span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation and Benefits </strong></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">Benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"> </span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation </strong></span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">The salary compensation range being offered for this role is $130,000.00 to $160,000.00. </span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">This role is also eligible for an annual short-term incentive bonus. </span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"> </span></p><p><strong>Company Benefits:</strong></p><p>WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p><ul><li><strong>Health and Welfare Benefits: </strong>Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</li><li><strong>Leave Benefits:</strong> Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), <a href=\"https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf\" target=\"_blank\">Paid Time Off</a></li><li><strong>Retirement Benefits: </strong>Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans</li></ul><p> </p><p>Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.</p><p><span style=\"color: rgb(127, 53, 178);\"><strong>EOE, including disability/vets</strong></span></p>",
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