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Senior Strategist, Growth - São Paulo / SP

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Área de AtuaçãoDiversos / Outros

O que você irá fazer

We offer a range of services across different delivery models, spanning investment consulting, Outsourced Chief Investment Officer (OCIO), investment funds and analytics & tools, all structured to provide investors access to best-in-class ideas and the opportunity to meet their long-term investment goals.
As a Senior Strategist on the Growth team, your mandate will be to help drive the growth of our Investments business by assisting clients in addressing their investment needs, connecting them with insights and solutions from our global research engine and driving greater penetration of our services in the Canadian institutional investment market, with special emphasis on pension plans, and endowment and foundations.
In doing so, you and the Growth team will assess the market needs and ensure we have the right services and solutions to improve clients outcomes.
The role will require collaboration with various stakeholders across the Investments business, as well as Growth teams from other businesses to ensure we are leveraging existing relationships and bringing the best of WTW to existing and prospective clients.
Success in your role will be to contribute to profitable, sustainable growth in Canada across services/solutions, and being an active, contributing team player.
You will report to the Head of Growth, Canada.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The RoleClient Focus:Support the development and execution of an integrated go-to market strategy which spans all of our Investments services and solutions across internal channels, which includes other Lines of Businesses, and external channels in the broader marketBuild strong and sustainable relationships with relevant market influencersListen to the needs of the market and participate in the development of new services and solutions as appropriate to address the market needMaintain a keen understanding of the competitive dynamics for our services and solutionsPrepare the collation of relevant management information with analyst supportPromote and maintain a culture of business development discipline which will drive a sustainable pipelineLead the pursuit processes, partnering with other WTW colleaguesAct as a product specialist for WTW Investment services and solutions and participate in client meetings as requiredTeamwork:Be a motivated, aligned and engaged team player behind our growth strategyBuild strong relationships internally and collaborate effectively on cross-functional teamsSupport development of analysts on teamExcellence:Support the development of a brand and collateral strategy in conjunction with content and marketing teamsEnsure that prospect meetings and pitches are properly planned for and rehearsed, maximizing our win ratesDevelop sufficient subject matter expertise across our solutions to lead prospect meetings, including finalist pitches, to generate interest in our solution and close new businessPerform the necessary regulatory steps to onboard new investment fund and OCIO clients (KYC), assist clients with the timely completion of subscription materials (subscription forms, tax forms, etc.
) and maintain such documentation up to dateFinancial:Build a sustainable, multi-year, pipeline which supports the long-term growth of our businessDeliver on your individual annual sales goalsPlace the interests of clients and the integrity of the market at the heart of the way you do businessQualificationsThe RequirementsWe expect the successful candidate to drive new business opportunities across various external channels in the broader market.
This will involve coordinating internal resources, identifying prospects, presenting our services and solutions, organizing meetings/presentations/training and finalist pitches.
We welcome candidates with a broad range of experiences and career backgrounds; you will be supported to apply your skills and experience to this role.
Suitable relevant experience preferably including business development and/or growth responsibility in the investment industryProven track record of success in business developmentExperience working with a range of different client types (e.
G.
, corporate and public sector pension plans, endowments, foundations, family offices etc.
)Presentation/pitching skills, client/colleague empathy and adaptabilityMinimum relevant investment experience: 10 yearsMinimum business development experience: 5 yearsExempt Market Dealer or Associate Advising Representative license; alternatively, the candidates eligibility to get registered will be consideredChartered Financial Analyst (CFA) Designation or Chartered Investment Manager (CIM) DesignationEqual Opportunity Employer#J-18808-Ljbffr

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Senior Strategist, Growth - São Paulo / SP

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