Home › Companies › Eedu Fa Em3 Oraclecloud Com CX 1003 › Key Account Executive, US Wealth
Key Account Executive, US Wealth
Eedu Fa Em3 Oraclecloud Com CX 1003 · Atlanta, GA, United States; US Atlanta - Five Concourse Parkway GA, Atlanta, GA, US · Active · $150,000–$250,000 / year · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Eedu Fa Em3 Oraclecloud Com CX 1003 |
| Title | Key Account Executive, US Wealth |
| Normalized title | - |
| Department / team | Investment Consulting |
| Location | Atlanta, GA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | $150,000–$250,000 / year |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-06-11 / 2026-06-12 |
| Changed / last seen | 2026-06-19 / 2026-06-22 |
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 Investment Consulting. | 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 Company
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
Working shoulder to shoulder with you, we uncover opportunities for sustainable success and provide perspective that moves you.
The Business
WTW Investments delivers insight‑led investment advice, delegated investment and OCIO solutions, and specialist investment capabilities to help clients navigate increasingly complex investment challenges. Within the US Wealth market, WTW acts as an investment engine for wealth managers, intermediaries, and platforms —bringing together global research, open‑architecture solutions, and a strong fiduciary mindset to drive sustainable growth and better outcomes.
The Role
This is a pivotal opportunity within our newly formed US Solutions & Strategic Initiatives team in the Investments line of business. The role plays a critical part in accelerating wealth and solutions growth across our strategic partners and broader client base.
The Key Account Executive (KAE), US Wealth is a senior commercial role accountable for building, managing and expanding WTW Investments’ most important US Wealth relationships. The focus is on deepening strategic partnerships, increasing wallet share across priority accounts, and mobilizing WTW’s full investment capabilities to drive sustainable, long ‑ term growth.
Positioned at the intersection of relationship leadership, commercial strategy, and distribution execution, the KAE orchestrates cross-functional teams to deliver integrated value across WTW’s investment solutions.
Key Responsibilities
Strategic Account Ownership
Lead and manage a defined portfolio of priority US Wealth key accounts serving as the single point of commercial accountability for WTW Investments. Serve as the primary relationship manager for the top 20 financial advisors across partner wealth management platforms, delivering tailored engagement and strategic support to drive platform growth and advisor satisfaction. Develop and execute multi ‑ year account strategies aligned to each client’s business model, growth priorities, and investment needs. Navigate complex stakeholder environments to build and sustain senior ‑ level relationships with key decision ‑ makers and influencers across partner organizations. Provide strategic advice and support to key contacts on priority business initiatives. Leverage WTW’s full platform- including the content engine and specialist expertise- to align intellectual capital and insights to client needs. Growth & Commercial Execution
Drive revenue growth through expansion of existing relationships, identifying opportunities across advisory, OCIO, delegated investment, and solution offerings. Design and execute strategies to drive growth within your strategic partner relationships, while strengthening client retention and satisfaction. Partner closely with Sales Directors to originate and close new opportunities within assigned key accounts. Coordinate complex, multi ‑ solution pursuits, ensuring disciplined opportunity management and strong commercial outcomes. Leadership & Collaboration
Act as the internal “quarterback” for assigned key accounts, coordinating across Sales, Research, Product, Legal, and Operations. Provide structured market and client feedback to inform US Wealth strategy, solution development, and go ‑ to ‑ market priorities. Build and maintain strong relationships with key stakeholders across the US wealth management industry. Model collaboration, accountability, and client ‑ centric behaviors across the Investments organization.
Qualifications
The Requirements
10+ years of experience in senior relationship management, key account management, or strategic sales within wealth management, investment consulting, or asset management. Strong understanding of multi ‑ asset investment solutions, including alternatives and private markets across different delivery models (e.g. advisor and OCIO) Proven ability to lead complex, multi ‑ stakeholder relationships and drive sustained revenue growth. Exceptional client relationship skills, with the ability to develop trusted relationships quickly and effectively mobilize resources effectively to achieve commercial objectives. Demonstrated capability to solve complex investment and fiduciary challenges. Experience coordinating cross ‑ functional teams to deliver integrated solutions. Strong commercial judgment, executive presence, and communication skills. Strategic thinking and problem-solving skills Comfortable operating in a matrixed environment with influence ‑ based leadership. CFA and / or Series 7 &, 63 preferred Location & Travel
This role may be based in a major US WTW office location, with flexibility depending on candidate profile. Regular travel is expected to support client and prospect engagement.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Compensation And Benefits
Base salary range and 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 base salary compensation range being offered for this role is $150,000 to $250,000 USD per year.
The 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). Certain senior level 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
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.
Full job record
| Job ID | f680a9bcd6b845fb834a000dbfbe2a4b1df65b72 |
| 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 | 202601902 |
| Title | Key Account Executive, US Wealth |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Atlanta, GA, United States; US Atlanta - Five Concourse Parkway GA, Atlanta, GA, US |
| Department | Investment Consulting |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | GA |
| City | Atlanta |
| Salary Raw | Compensation The base salary compensation range being offered for this role is $150,000 to $250,000 USD per year |
| Salary Min | 150,000 |
| Salary Max | 250,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202601902 |
| Apply URL | https://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202601902 |
| First Seen At | 2026-06-12 11:55:04Z |
| Last Seen At | 2026-06-22 15:33:48Z |
| Last Checked At | 2026-06-22 15:33:48Z |
| Last Changed At | 2026-06-19 12:04:03Z |
| Inactive At | — |
| Source Posted At | 2026-06-11 19:13:52Z |
| 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=2026-06-22/2026-06-22T15-33-15-809Z-e8b7b09e84cc46366efc18e893b6231376f618f106fd37681350eba340a1cac0.json |
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"ExternalDescriptionStr": "<p> </p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong><u>The Company</u></strong></span></span></p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance. </span></span></p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Working shoulder to shoulder with you, we uncover opportunities for sustainable success and provide perspective that moves you. </span></span></p><p style=\"line-height:normal;margin-bottom:0in;\"><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;\"><strong><u>The Business</u></strong></span></span><br><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;\">WTW Investments delivers insight‑led investment advice, delegated investment and OCIO solutions, and specialist investment capabilities to help clients navigate increasingly complex investment challenges. Within the US Wealth market, WTW acts as an investment engine for wealth managers, intermediaries, and platforms —bringing together global research, open‑architecture solutions, and a strong fiduciary mindset to drive sustainable growth and better outcomes.</span></span></p><p style=\"line-height:normal;margin-bottom:0in;\"> </p><p style=\"margin-bottom:0in;\"><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong><u>The Role</u></strong></span></span><br><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\" lang=\"EN-GB\">This is a pivotal opportunity within our newly formed US Solutions & Strategic Initiatives team in the Investments line of business. The role plays a critical part in accelerating wealth and solutions growth across our strategic partners and broader client base. </span></span></p><p style=\"margin-bottom:0in;\"> </p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">The <strong>Key Account Executive (KAE), US Wealth</strong> is a senior commercial role accountable for building, managing and expanding WTW Investments’ most important US Wealth relationships. The focus is on deepening strategic partnerships, increasing wallet share across priority accounts, and mobilizing WTW’s full investment capabilities to drive sustainable, long</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">term growth.</span></span></p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Positioned at the intersection of relationship leadership, commercial strategy, and distribution execution, the KAE orchestrates cross-functional teams to deliver integrated value across WTW’s investment solutions.</span></span></p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong><u>Key Responsibilities</u></strong></span></span></p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong>Strategic Account Ownership</strong></span></span></p><ul style=\"list-style-type:disc;\"><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Lead and manage a defined portfolio of priority US Wealth key accounts serving as the single point of commercial accountability for WTW Investments.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Serve as the primary relationship manager for the top 20 financial advisors across partner wealth management platforms, delivering tailored engagement and strategic support to drive platform growth and advisor satisfaction.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Develop and execute multi</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">year account strategies aligned to each client’s business model, growth priorities, and investment needs.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Navigate complex stakeholder environments to build and sustain senior</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">level relationships with key decision</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">makers and influencers across partner organizations.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Provide strategic advice and support to key contacts on priority business initiatives.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Leverage WTW’s full platform- including the content engine and specialist expertise- to align intellectual capital and insights to client needs.</span></span></li></ul><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong>Growth & Commercial Execution</strong></span></span></p><ul style=\"list-style-type:disc;\"><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Drive revenue growth through expansion of existing relationships, identifying opportunities across advisory, OCIO, delegated investment, and solution offerings. </span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Design and execute strategies to drive growth within your strategic partner relationships, while strengthening client retention and satisfaction.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Partner closely with Sales Directors to originate and close new opportunities within assigned key accounts.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Coordinate complex, multi</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">solution pursuits, ensuring disciplined opportunity management and strong commercial outcomes.</span></span></li></ul><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong>Leadership & Collaboration</strong></span></span></p><ul style=\"list-style-type:disc;\"><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Act as the internal “quarterback” for assigned key accounts, coordinating across Sales, Research, Product, Legal, and Operations.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Provide structured market and client feedback to inform US Wealth strategy, solution development, and go</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">to</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">market priorities. </span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Build and maintain strong relationships with key stakeholders across the US wealth management industry.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Model collaboration, accountability, and client</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">centric behaviors across the Investments organization.</span></span></li></ul><p> </p>",
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"ExternalQualificationsStr": "<p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong><u>The Requirements</u></strong></span></span></p><ul style=\"list-style-type:disc;\"><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">10+ years of experience in senior relationship management, key account management, or strategic sales within wealth management, investment consulting, or asset management.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Strong understanding of multi</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">asset investment solutions, including alternatives and private markets across different delivery models (e.g. advisor and OCIO)</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Proven ability to lead complex, multi</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">stakeholder relationships and drive sustained revenue growth.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Exceptional client relationship skills, with the ability to develop trusted relationships quickly and effectively mobilize resources effectively to achieve commercial objectives.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Demonstrated capability to solve complex investment and fiduciary challenges.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Experience coordinating cross</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">functional teams to deliver integrated solutions.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Strong commercial judgment, executive presence, and communication skills.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Strategic thinking and problem-solving skills</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Comfortable operating in a matrixed environment with influence</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">based leadership.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">CFA and / or Series 7 &, 63 preferred</span></span></li></ul><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong><u>Location & Travel</u></strong></span></span></p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">This role may be based in a major US WTW office location, with flexibility depending on candidate profile. Regular travel is expected to support client and prospect engagement.</span></span></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"><strong>Compensation And Benefits</strong></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">Base salary range and 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).</p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"><strong>Compensation</strong></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">The base salary compensation range being offered for this role is $150,000 to $250,000 USD per year.</p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">The role is also eligible for an annual short-term incentive bonus.</p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"><strong>Company Benefits</strong></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><ul style=\"direction:ltr;list-style-type:disc;margin-bottom:0in;margin-top:0in;unicode-bidi:embed;\" type=\"disc\"><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:11.0pt;\"><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)</span></span></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:11.0pt;\"><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),</span></span><a href=\"https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf\"><span style=\"font-family:Calibri;\"><span style=\"font-size:11.0pt;\"> Paid Time Off </span></span></a></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:11.0pt;\"><strong>Retirement Benefits: </strong>Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.</span></span></li></ul><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">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 style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"><strong>EOE, including disability/vets</strong></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">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.</p><p> </p>",
"InternalQualificationsStr": "<p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong><u>The Requirements</u></strong></span></span></p><ul style=\"list-style-type:disc;\"><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">10+ years of experience in senior relationship management, key account management, or strategic sales within wealth management, investment consulting, or asset management.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Strong understanding of multi</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">asset investment solutions, including alternatives and private markets across different delivery models (e.g. advisor and OCIO)</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Proven ability to lead complex, multi</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">stakeholder relationships and drive sustained revenue growth.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Exceptional client relationship skills, with the ability to develop trusted relationships quickly and effectively mobilize resources effectively to achieve commercial objectives.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Demonstrated capability to solve complex investment and fiduciary challenges.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Experience coordinating cross</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">functional teams to deliver integrated solutions.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Strong commercial judgment, executive presence, and communication skills.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Strategic thinking and problem-solving skills</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">Comfortable operating in a matrixed environment with influence</span></span><span style=\"font-family:"Cambria Math",serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">‑</span></span><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">based leadership.</span></span></li><li><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">CFA and / or Series 7 &, 63 preferred</span></span></li></ul><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\"><strong><u>Location & Travel</u></strong></span></span></p><p><span style=\"font-family:"Arial",sans-serif;\"><span style=\"font-size:10.0pt;line-height:107%;\">This role may be based in a major US WTW office location, with flexibility depending on candidate profile. Regular travel is expected to support client and prospect engagement.</span></span></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"><strong>Compensation And Benefits</strong></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">Base salary range and 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).</p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"><strong>Compensation</strong></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">The base salary compensation range being offered for this role is $150,000 to $250,000 USD per year.</p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">The role is also eligible for an annual short-term incentive bonus.</p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"><strong>Company Benefits</strong></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><ul style=\"direction:ltr;list-style-type:disc;margin-bottom:0in;margin-top:0in;unicode-bidi:embed;\" type=\"disc\"><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:11.0pt;\"><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)</span></span></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:11.0pt;\"><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),</span></span><a href=\"https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf\"><span style=\"font-family:Calibri;\"><span style=\"font-size:11.0pt;\"> Paid Time Off </span></span></a></li><li style=\"margin-bottom:0;margin-top:0;vertical-align:middle;\"><span style=\"font-family:Calibri;\"><span style=\"font-size:11.0pt;\"><strong>Retirement Benefits: </strong>Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.</span></span></li></ul><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">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 style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"><strong>EOE, including disability/vets</strong></p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\"> </p><p style=\"font-family:Calibri;font-size:11.0pt;margin:0in;\">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.</p><p> </p>",
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