Sales Director, Wealth

WTW - Charlotte, NC

Hiring: Sales Director, Wealth Company: WTW Location: Charlotte, NC Job Posted Time: 2026-09-10 11:50:34 Employment Type: Remote Target Skills & Keywords : Wealth Management About the job Experience: •10+ years of experience in investment sales, business development, or distribution within the wealth management, asset management, or investment consulting industry. •In-depth knowledge of multi-asset investing, portfolio construction, delegated investment/OCIO models, and investment solutions relevant to wealth clients. •Demonstrated success in generating and closing complex investment-related sales opportunities. •Demonstrated capacity to engage credibly with sophisticated investment professionals and senior stakeholders. •Collaborative mindset with experience working across sales, product, research, and client teams. Required Skills: •Lead business development efforts for WTW Investments across the US Wealth market, including wealth managers, RIAs, platforms, and strategic partners. •Originate and manage a robust pipeline of new sales opportunities, from initial engagement through closing and onboarding. •Represent WTW’s full range of investment capabilities, including OCIO, private equity, alternatives, and specialist fund and portfolio offerings. •Partner closely with investment specialists, research teams, and product leaders to deliver tailored, high-quality solutions that address client needs. •Develop and maintain strong relationships with senior decision-makers, investment committees, and key stakeholders within client and prospect organizations. •Coordinate with US Investments sales leadership to align on revenue targets, pipeline priorities, and strategic initiatives. •Contribute to the evolution of WTW’s wealth value proposition by providing market feedback, identifying emerging opportunities, and supporting new solution development. •Act as a senior ambassador for WTW Investments, demonstrating thought leadership and representing the firm in client meetings, industry events, and partner engagements. Compensation: •$200,000 - $250,000 / 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!