Willis Towers Watson

Sales Director, Wealth

Willis Towers Watson$200K — $250K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in investment sales, business development, or distribution within wealth management or asset management.
  • Deep understanding of multi-asset investing and OCIO models relevant to wealth clients.
  • Proven success in generating and closing complex investment sales.
  • Ability to engage with senior stakeholders and investment professionals effectively.
  • Experience collaborating across various teams including sales, product, and research.
  • Excellent communication skills with strong commercial judgment.

Responsibilities

  • Lead business development in the US Wealth market targeting wealth managers and strategic partners.
  • Originate and manage a robust pipeline of sales opportunities from start to finish.
  • Represent WTW's diverse investment capabilities, including alternatives and specialist funds.
  • Collaborate with investment and research teams to provide tailored solutions.
  • Build strong, trusting relationships with senior decision-makers in client organizations.
  • Coordinate with sales leadership to set revenue targets and strategic initiatives.
  • Provide market insights to help evolve WTW's wealth value proposition.

Benefits

  • Comprehensive health benefits including medical, dental, and vision coverage.
  • Paid holidays and annual paid time off, including additional paid leaves as required by law.
  • Contributory pension plan and 401k savings plan options.
  • Access to programs for wellbeing and work/life resources, including EAP.
  • Supports flexibility in work arrangements, fostering an inclusive workforce.
Full Job Description
Job Description

The Role
The Sales Director - US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments' wealth business across the United States. This role focuses on expanding distribution of WTW's investment advisory, OCIO, delegated investment, and investment solution offerings to wealth managers, intermediaries, platforms, and strategic partners.

The Sales Director will originate, develop, and close new business opportunities, while working closely with investment specialists, research teams, product leaders, and broader US Investments sales and client management colleagues. The role plays a critical part in executing WTW's US wealth growth strategy and building long-term, trusted client relationships.

Key Responsibilities
  • Lead business development efforts for WTW Investments across the US Wealth market, including wealth managers, RIAs, platforms, and strategic partners.
  • Originate and manage a robust pipeline of new sales opportunities, from initial engagement through closing and onboarding.
  • Represent WTW's full range of investment capabilities, including OCIO, private equity, alternatives, and specialist fund and portfolio offerings.
  • Partner closely with investment specialists, research teams, and product leaders to deliver tailored, high-quality solutions that address client needs.
  • Develop and maintain strong relationships with senior decision-makers, investment committees, and key stakeholders within client and prospect organizations.
  • Coordinate with US Investments sales leadership to align on revenue targets, pipeline priorities, and strategic initiatives.
  • Contribute to the evolution of WTW's wealth value proposition by providing market feedback, identifying emerging opportunities, and supporting new solution development.
  • Act as a senior ambassador for WTW Investments, demonstrating thought leadership and representing the firm in client meetings, industry events, and partner engagements.


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

Qualifications

Qualifications & Experience
  • 10+ years of experience in investment sales, business development, or distribution within the wealth management, asset management, or investment consulting industry.
  • Strong understanding of multi-asset investing, portfolio construction, delegated investment/OCIO models, and investment solutions relevant to wealth clients.
  • Proven track record of generating and closing complex investment-related sales opportunities.
  • Ability to engage credibly with sophisticated investment professionals and senior stakeholders.
  • Collaborative mindset with experience working across sales, product, research, and client teams.
  • Strong commercial judgment, communication skills, and client-centric approach.

Location & Travel

This role may be based in a major US WTW office location, with flexibility depending on candidate profile. Regular travel is expected to support client and prospect engagement.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Compensation

The base salary compensation range being offered for this role is $200,000- $250,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
  • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
  • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in- office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications qualifications/experience, performance in the role and potential for revenue generation (Producer roles only)

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State or remote only)

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

About Willis Towers Watson

Willis Towers Watson is a global insurance and risk management company that provides a range of services to clients in more than 140 countries. The company was formed in 2016 through the merger of Willis Group Holdings and Towers Watson & Co. Willis Towers Watson offers a range of insurance products, including property and casualty insurance, life insurance, and health insurance. The company also provides risk management and consulting services, including actuarial services, investment consulting, and human capital consulting. Willis Towers Watson is known for its expertise in risk management and its ability to help clients navigate complex insurance and regulatory environments.
Learn more about Willis Towers Watson
Size
46,000 employees
Market Cap
$26.2 billion
Industry
Net Income
$996 million
Founded
1828
5 Year Trend
+2.7%
Revenue
$9.3 billion
NASDAQ

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