Hiring: Manager - Investment Consulting Company: WTW Location: South Jordan, UT Job Posted Time: 2026-09-16 11:50:34 Employment Type: Remote Target Skills & Keywords : CFA, CFP, Microsoft Excel, Microsoft Office, Risk Management About the job Experience: •7+ years of relevant experience is required. Required Skills: •This position is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management. •What You’ll Be Responsible For Deliver best in class client service •Independently manage a minimum of fifty(50) accounts. Anticipate client needs. Drive retention and identify opportunities for up-sell. •Build strong relationships with primary client contacts. Ensure day-to-day needs are met. •Prepare and conduct regular plan reviews with clients. Partner with producer to define agendas; coordinate required materials. •Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc). Ensure timeliness. •Elevate The End-to-end Client Experience •Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively, flexing as needed. Qualifications: •Minimum of 7+ years of relevant experience is required. •High level of integrity and ethical standards, maintaining confidentiality and handling sensitive client information appropriately. •Superior sense of urgency; Demonstrate ability to take initiative, identify areas for improvement, and take necessary actions to drive results. •Excellent communication skills both verbal and written. Ability to communicate across stakeholders and levels. Excel at taking complex concepts and articulating simply. •Strong project and task management skill set with an ability to prioritize. •Exceptional time management skills and the ability to navigate demanding schedules, priorities and high volumes. •Strong ability to partner and collaborate with peers and leaders. •Proficient with MS Office and other productivity tools. Be tech forward with a willingness to innovate, disrupt, and learn new tools. •Thrive at working in a fast-paced environment. •Adaptable and flexible, capable of pivoting in response to changing priorities and needs. Excellent at multi-tasking and ability to meet deadlines. Compensation: •$82,600 - $154,800 / year •Flexible work environment (work from home / hybrid options) •This role is also eligible for an annual short-term incentive bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!