Project Director, Pension Outsourcing

3 weeks ago


Montréal QC, Canada WTW (Willis Towers Watson) Full time

As a Pension Project Director you will:

You will source, develop, secure, and manage mid to large sized pension administration and outsourcing relationships. Additionally, you will serve as a strategic advisor to clients concerning their pension administration issues. You will manage fully outsourced client engagements and ensure all client projects are staffed appropriately. Partner with Willis Towers Watson leaders to develop new pension administration outsourcing opportunities with current clients as well as new client prospects and contribute your thought leadership to the overall development of the pension administration and outsourcing business.

Note: Visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role includes:
  1. Collaborating with Willis Towers Watson colleagues to identify, develop, and close opportunities to:
    1. Sell outsourcing services to new clients of the firm
    2. Cross-sell outsourcing products, services, and projects to existing clients
  2. Participating in the preparation and review of new client contracts
  3. Interpreting current contract terms and strategizing on contract renewals
  4. Meeting or exceeding revenue, profitability, utilization, and market penetration goals for the role
  5. Managing the overall financial outcomes of projects to ensure financial success
  6. Ensuring that project teams are delivering against established budget standards
  7. Establishing a trusted advisor role with prospects and clients, and providing consistent, superior relationship management concerning administration and outsourcing issues
  8. Managing the implementation of fully outsourced client engagements
  9. Leading pension administration consulting projects
  10. Building leveraged teams that work effectively together
  11. Developing plans for execution of complex engagements, integrating technology, administration, and Participant Service Center project components to ensure seamless, high-quality delivery
  12. Ensuring project managers are maintaining team progress against established budget, timeline, and quality standards (while you will have overall responsibility and accountability, consultant-level staff typically serve as day-to-day project managers within their respective areas of expertise)
  13. Evaluating and assuring client satisfaction and retention
  14. Serving as a senior pension administration strategist on client assignments, both during implementation and throughout ongoing service delivery
  15. Ensuring that project teams are staffed appropriately and are adhering to established quality and service delivery standards
  16. Contributing and developing expert knowledge and experience of pension administration and outsourcing best practices, market trends, and products and services
  17. Contributing to the development of new tools, approaches, and quality standards related to pension administration and outsourcing services
  18. Building relationships with internal and external resources
  19. Driving collaboration, communication, and integration internally to ensure the delivery of projects
  20. Educating other practices and Line of Business of the firm concerning our administration and outsourcing capabilities
  21. Managing and mentoring other administration consultants and staff to grow and improve our talent pool
The Requirements:

10+ years successful experience in managing and expanding outsourced pension administration relationships. Proven track record of new business development with Fortune 1000 plan sponsors, or organizations of similar size. Deep knowledge of defined benefit pension plan design and administration issues. Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs. An executive presence with polished and well-developed written and oral communication skills. Interest and aptitude in keeping abreast of the latest developments in administration and outsourcing approaches and contributing to the development of new tools and approaches. Flexibility with regard to travel that can range from 20-40%. An undergraduate degree is required; advanced degree preferred. Equal Opportunity Employer

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