Retirement, Consultant
1개월전에
The Business
WTW retirement consultants have deep experience working with organizations of all types and sizes. We've worked closely with clients to develop some of the most advanced benefit design techniques currently in use. We combine expertise in retirement and investment consulting to support organizations worldwide in designing, managing, administering and communicating all types of retirement plans.
The Role
Our Retirement team combines expertise in retirement and investment 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 or a defined contribution plan, we work with them to determine the right approach to design, funding, investing, governing and employee engagement that fits their specific goals.
In this exciting role as a Retirement Actuarial Consultant, you will have the opportunity to support diverse projects related to mergers & acquisitions, asset liability studies, forecasting, early retirement windows and other special projects as needed. You will also:
Project Management
- Draft Statements of Work: Create project plans and budgets involving multiple workflow streams and client teams.
- Project Lead: Serve as the day-to-day project lead, ensuring team progress against established objectives, budgets, timelines, deliverables, and quality standards.
- Technical Check: Perform technical checks on work products.
- Develop Tools and Approaches: Contribute to the development of new tools and methodologies.
- Meet Goals: Achieve revenue and billable hour goals as set by the manager.
- Primary Client Contact: Act as the primary daily contact for clients on service delivery.
- Trusted Advisor: Develop a trusted advisor relationship with clients through effective communication and efficient, quality project execution.
- Manage Expectations: Manage client expectations and escalate issues to Senior Consultants and Client Relationship Managers as appropriate.
- Inform Clients: Ensure clients are regularly informed about the implications and opportunities of changing laws and regulations related to their retirement plans.
- Provide Consulting Expertise: Offer value-added consulting on retirement plan valuation, management and design, financial risk management, and funding projects. Handle special projects involving global consulting, strategic workforce planning, and total rewards strategies.
- Enhance Client Relationships: Develop new business opportunities and enhance existing client relationships.
- Apply Technical Expertise: Directly contribute to clients' success through your technical expertise.
- Support New Business Generation: Help generate new business as part of the broader team.
- Interface with Colleagues: Collaborate with colleagues from other practices and regions on assignments that reflect the client's broader business issues.
- Build Internal Relationships: Collaborate effectively on cross-functional teams.
- Client/Colleague Interaction: Demonstrate natural ease and effectiveness when dealing with clients and colleagues at all levels.
- Mentor: Serve as a mentor to project team associates.
The Requirements
Essential
- 5+ years of experience and success in the design/management of defined benefit plans, ideally gained in a consulting environment
- An undergraduate degree is required; Advanced degree preferred
- Has obtained at least one or more actuarial credentials (FSA, ASA, FIAK are preferred)
- Strong client relationship, interpersonal and team skills
- An executive presence with polished and well developed oral and written communication skills
- Strong knowledge of MS Excel, PowerPoint and Word
- Native Korean and advanced business level English
- Experience and expertise in delivering retirement consulting services to Fortune 1,000 or similarly sized organizations
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