Pension Risk Management and Settlement Strategy Consultant jobs in United States
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WTW · 1 month ago

Pension Risk Management and Settlement Strategy Consultant

WTW is a market leading strategic team focused on innovation and excellence in Retirement Risk Management. The role involves supporting diverse projects related to pension risk transfer and funding strategy while providing consulting expertise and developing trusted relationships with clients.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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Responsibilities

Provide value-added consulting expertise on settlement strategy (including lump sum, annuity purchase, and plan termination feasibility) and other special projects involving settlement and financial management expertise
Understand capital market environment and outlook, and how they impact pension plan financials
Serve as a resource on recent pension risk transfer market developments
Support presentations of complex consulting information to senior-level internal and client audiences, including studies involving investment consulting and multi-year funding strategy
Lead multi-phase projects, driving project planning, management of client financials and delegation to multiple associates
Develop a trusted advisor relationship with client contacts, lead retirement consultants and Retirement Risk Management consultants through effective communication and efficient, quality execution of projects
Support the generation of new business by promoting client engagement with WTW as a partner for pension risk transfer transactions
Develop statements of work, project plans and budgets for broad range of studies
Perform technical review of work products, including consulting-level insights on settlement financial analysis
Contribute to the development of new tools and approaches
Serve as mentor to junior project team associates

Qualification

Pension risk transferSettlement strategyFinancial managementCapital market analysisProject managementEffective communicationMentoring

Required

Provide value-added consulting expertise on settlement strategy (including lump sum, annuity purchase, and plan termination feasibility) and other special projects involving settlement and financial management expertise
Understand capital market environment and outlook, and how they impact pension plan financials
Serve as a resource on recent pension risk transfer market developments
Support presentations of complex consulting information to senior-level internal and client audiences, including studies involving investment consulting and multi-year funding strategy
Lead multi-phase projects, driving project planning, management of client financials and delegation to multiple associates
Develop a trusted advisor relationship with client contacts, lead retirement consultants and Retirement Risk Management consultants through effective communication and efficient, quality execution of projects
Support the generation of new business by promoting client engagement with WTW as a partner for pension risk transfer transactions
Develop statements of work, project plans and budgets for broad range of studies
Perform technical review of work products, including consulting-level insights on settlement financial analysis
Contribute to the development of new tools and approaches
Serve as mentor to junior project team associates

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase