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HomeCompaniesEedu Fa Em3 Oraclecloud Com CX 1003Client 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

FieldValue
CompanyEedu Fa Em3 Oraclecloud Com CX 1003
TitleClient Portfolio Specialist
Normalized title-
Department / teamEconomic Research
LocationAtlanta, GA, United States
Work model-
Employment typeFull Time
Salary$130,000 / year
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-05-29 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Linked records

CompanyEedu Fa Em3 Oraclecloud Com CX 1003
Sourcee7d5a5b4-600a-48ec-99bc-2d32732502c6
ATS providerOracle 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 ID3d671abe0cb5f6e2d0968fd51a58b85004a3065a
Org IDfb7be193-7b81-4a79-b4eb-d716831a6298
Source IDe7d5a5b4-600a-48ec-99bc-2d32732502c6
Board IDe7d5a5b4-600a-48ec-99bc-2d32732502c6
Provideroracle_hcm
Provider Job Key202602511
TitleClient Portfolio Specialist
Normalized Title
Statusactive
Activeyes
Location TextAtlanta, GA, United States; US Charlotte - 1120 South Tryon Street NC, Charlotte, NC, US
DepartmentEconomic Research
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionGA
CityAtlanta
Salary RawCompensation 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 Min130,000
Salary Max
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202602511
Apply URLhttps://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202602511
First Seen At2026-05-31 18:09:02Z
Last Seen At2026-06-06 11:42:41Z
Last Checked At2026-06-06 11:42:41Z
Last Changed At2026-06-06 11:42:41Z
Inactive At
Source Posted At2026-05-29 17:49:36Z
Source Updated At
Raw Payload Uris3://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
Event Fields
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Extensions
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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&nbsp;</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; line-height: 107%;\">Leverage Investment Client Consulting Leads to enable efficient delivery and capacity</span></span></li></ul><p><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\"><u>Financial&nbsp;</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%;\">Size of client book of business&nbsp;</span></span></li><li><span style=\"background-color: white; color: black; font-family: Arial, sans-serif;\"><span style=\"font-size: 10pt; line-height: 107%;\">Sales credits</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%;\"><u>Innovation &amp; Excellence</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%;\">Design, execute, and improve processes to support current clients and enable growth</span></span></li></ul>",
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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;\">&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation&nbsp;</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.&nbsp;</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.&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">&nbsp;</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:&nbsp;</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&amp;D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</li><li><strong>Leave Benefits:</strong>&nbsp;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),&nbsp;<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:&nbsp;</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>&nbsp;</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&nbsp;</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 &amp; 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&nbsp;</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>&nbsp;</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;\">&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation and Benefits&nbsp;</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;\">&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\"><strong>Compensation&nbsp;</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.&nbsp;</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.&nbsp;</span></p><p style=\"margin-bottom: 0in; text-align: justify;\"><span style=\"color: black; font-family: Aptos, sans-serif;\">&nbsp;</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:&nbsp;</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&amp;D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)</li><li><strong>Leave Benefits:</strong>&nbsp;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),&nbsp;<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:&nbsp;</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>&nbsp;</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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