Willis Towers Watson

Director

Posted on Oct 20 Dallas, TX 171 views

Our Retirement team combines expertise in retirement, actuarial and compliance consulting to support global organizations worldwide in designing, managing, administering, and communicating all types of retirement plans. Whether a client has a defined benefit pension, a defined contribution plan, or nonqualified plan, we work with them to determine the right approach to design, funding, investing, governing and employee engagement that fits their specific goals.

The Nonqualified Specialty Solutions group within WTW’s Retirement line of business provides defined contribution and defined benefit nonqualified consulting on topics including: new plan design, existing plan redesign, benchmarking, informal funding, operational compliance, plan termination, vendor, and administration services.

The Role

In this role, you will be responsible for developing new business, leading, and delivering large, strategic client engagements and serving as strategic advisor to clients concerning their nonqualified plan retirement plan issues.


  • Have accountability for creating and executing a business strategy to penetrate the local and regional markets and introduce new clients to the firm through new business development of nonqualified plan consulting (both DC and/or DB).

  • Coordinate with existing sales and client delivery and management teams to identify, develop and close strategic sales opportunities

  • Build relationships with WTW colleagues and external entities to maximize the penetration of key target accounts

  • Lead and manage multiple client engagements in collaboration with existing retirement and executive compensation consulting teams

  • Finalize and present quality deliverables to clients

  • Establish a trusted advisor role with clients and provide consistent, superior relationship management

  • Collaborate on large nonqualified consulting solution client engagements with existing retirement and executive compensation consulting teams

  • Ensure project managers are maintaining team progress against established budget, timeline, and quality standards

  • Serve as nonqualified plan strategist and subject matter expert on client assignments

  • Perform technical review of work products

  • Contribute to the development of new tools and approaches related to NQ consulting including intellectual capital and surveys



The Requirements


  • Bachelor's Degree

  • 12+ years of experience in retirement benefits industry and/or consulting to large companies

  • Expert knowledge, experience and success delivering nonqualified plan solutions to corporate and not-for-profit organizations (e.g., plan design and compliance issues, plan terminations, informal funding alternatives, legislative and regulatory requirements (409A/ERISA/IRS/DOL) and plan administration

  • While extensive nonqualified DC and/or DB knowledge is necessary, experience with qualified plans and executive benefits is an added plus

  • Proven ability to generate revenue

  • Track record of success in managing large client relationships and leading teams

  • Experience in managing multiple people and projects and producing quality deliverables on time and within budget

  • Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges

  • An executive presence with polished and well developed written and oral communication skills

    Willis Towers Watson may be subject to mandatory employment-related COVID-19 vaccination requirements. Therefore, to the extent any such mandates apply, you may be required to certify and provide documentation of full vaccination against COVID-19 if you are hired in the U.S. If you accept an offer from WTW and are subject to a mandate but are unable or unwilling to be vaccinated because of medical reasons or sincerely-held religious beliefs, you may request a medical or religious accommodation. If you require an accommodation, the Company will evaluate your request and work with you to identify reasonable alternatives to vaccination, if available.

    Equal Opportunity Employer/Vet/Disability


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