Key Account Executive
willistowerswatson
finance

Job Description:

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.

Daily Responsibilities:

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. 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. 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.

Job 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

Compensation:

The base salary compensation range being offered for this role is $150,000 to $250,000 USD per year.

Job Location(s):

Stamford, Connecticut

Source:

Company Career Section

Competition:

N/A

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