Willis Towers Watson Director – Senior Financial Consultant in New York, New York

Director – Senior Financial Consultant

Date Posted: October 13, 2018


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Our Senior Financial Consultants play the critical role of lead consultant and strategist with mid-size clients in the advisory space. They drive plan design and are ultimately responsible for client satisfaction. They also partner with Producers to acquire new clients and grow relationships with current ones. This is a highly visible, critical role that grows one’s benefits acumen, client management and project management expertise with one of the world’s leading benefits advisory firms.

The Role

  • Proactively drive discussions around plan performance and design: Monitor trend and make recommendations to improve effectiveness of employee benefit program/design; lead the marketing process

  • Collaborate with Producers in new client acquisition by serving as the client service/technical SME in prospect discussions, and leading the RFP/value proposition process

  • Play a key role in growing relationships with current clients by recommending enhancements to benefit plan or broader rewards program design

  • Proactively advise clients around client service issues; develop and implement processes and policies to improve overall client delivery

  • Drive open enrollment process including developing communications strategy and related collateral, leading vendor implementation, and conducting open enrollment meetings

  • Develop project plans and assemble teams for delivery on client projects; ensure team members deliver on project goals

  • Collaborate with Account Executives in managing relationships with the largest clients

  • Project manage completion of reports and administrative actions for clients such as Form 5500 filings, policy checking and delivery, SPDs, etc.

  • Maintain and cultivate strong carrier relationships

  • Mentor and develop junior colleagues

  • Understand, articulate and implement key Willis Towers Watson value-added resources and intellectual capital; contribute to develop of new tools and approaches

The Requirements

  • 8+ years of strategic health and welfare strategy and account management experience

  • Deep knowledge of current H&W plan design approaches, insurance products, regulatory environment, etc., and ability to understand client’s needs in context of broader HR strategy

  • Proven experience managing mid-size clients, addressing their client service needs, and creating/implementing long term solutions

  • Strong experience in growing new revenue with current clients as well as contributing to new client acquisition

  • Proven experience developing project plans and managing teams against project plan parameters

  • Excellent verbal and written communication skills including executive level presentation skills

  • Strong ability to coach and develop more junior level associates

  • Team player with intellectual curiosity and desire to help WTW grow its tools, resources and capabilities

  • Strong computer skills including Microsoft Office (Word, Excel and Power Point), and ability to learn new technologies and recommend new technology solutions

  • Associates or Bachelor’s level degree

  • State Life and Health license required within 90 days of joining

  • Professional Certification (CEBS, GBA, PHR, SPHR, etc.) preferred

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity:Know your rights.

Unsolicited Contact:Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Location:New York, NY, US

  • Date Posted:October 13, 2018