Lead Strategist - Investment Solutions Group | Boston, MA

Detailed Information

  • Location: Boston, MA

  • Company: MFS Investment Management

promote and help subject-matter experts present MFS's thoughts via client ready presentations, white papers, web conferences, event presentations and other forms of delivery. The role will involve close collaboration with the leadership of MFS's dedicated Market Insights strategists, Retail sales and relationship management teams, marketing teams and other subject matter experts to establish the thought leadership strategy and deployment for Retail clients.

This is a global role although the focus will be primarily on the US Retail market for at least the first year, with European and South American markets likely next. WHAT YOU WILL DO Help to develop, implement and delivery a comprehensive

ongoing research agenda program related to retail clients. This includes the analysis of various industry trends, staying abreast of client preferences, competitor intelligence and maintaining a deep understanding of the issues front of mind for retail advisors and relevant intermediaries.

Work closely with members of ISG and in particular the Market Insights team to collectively lead the development of MFS's thought leadership for retail clients. The focus and majority of client interaction is expected to be within North America. Over time, the Director will take an active leadership role in shaping our thought leadership and delivery for retail clients globally. Develop and maintain

deep client and investment market expertise by participating and presenting at client meetings, conferences, networking, researching and developing thought leadership both within North America and globally.

Represent MFS in industry bodies and participate in working groups and sub committees to raise the firm's profile and maintain/enhance its credibility. Will be expected to travel with distribution colleagues to present MFS's thought leadership to clients, consultants and prospects. Work closely with relationship managers, sales and colleagues in ISG in leading client engagements as necessary.Develop internal training tools, videos, white papers and client discussion guides to enhance MFS's distribution expertise and dialog with clients on a wide range of relevant investment issues.

Work in partnership with the Market Strategists in order to develop and execute content strategy plans Assist other teams and regions within MFS and perform additional duties as requested. WHAT WE ARE LOOKING FOR Bachelor's degree required with twelve to fifteen years' relevant financial services experience, with a required minimum of ten years of client advisory work or asset management experience working with retail clients. Established expertise, credibility and network in the US Retail market is preferred.

Thorough understanding of issues in the US is required. CFA, MBA or other Masters degree is strongly preferred. Ability and willingness to be both hands on in building campaigns, presentations, deliverables as well as public speaking is required. Experience with investment strategy, all asset classes and asset allocation is preferred. Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines. Ability to bring creative, impactful and innovative ideas on how we can better educate and empower our clients through thought leadership is required. #LI-PA1PDN-9ad5d483-fa-06eecd67f95a

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