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Director Investment Solutions - Lead Strategist

Employer
MFS Investment Management
Location
Boston, USA
Salary
Competitive
Closing date
Aug 27, 2022

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Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

What you will be responsible for: The Lead Retirement Strategist in the Investment Solutions Group (ISG) will lead the research and delivery of thought leadership to clients related to defined contribution (DC) issues globally. The Lead Strategist will analyze client trends, stay abreast of legislation and policy, DC industry issues and write/publish/present MFS's thoughts via client ready presentations, white papers, web, conference presentations. The role will involve close collaboration with the leadership of MFS's dedicated defined contribution retail, and institutional sales and relationship management teams to establish the strategy, thought leadership and positioning of the firms DC proposition. This is a global role although the focus will be primarily on the US, with Canada next and in a coordination and support role for the UK and Australian distribution teams.

Principal Responsibilities
  • Develop and implement a comprehensive ongoing research agenda program related to defined contribution issues of most interest to clients. This includes the analysis of various industry trends, staying abreast of client preferences and asset owner investment behavior in DC.
  • Lead the development of MFS's thought leadership on DC issues. While the focus and majority of client interaction is expected to be within North America, the Direction will take an active leadership role in shaping our global defined contribution positioning and thought leadership globally.
  • Develop and maintain deep DC 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 such US DCIAA, UK's DCIF 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 DC consulting engagements as necessary. The role will be supported by analyst resources within ISG and other colleagues who spend a portion of their time on Retirement issues.
  • Develop internal training tools, videos, white papers and client discussion guides to enhance MFS's distribution expertise and dialog with clients on retirement issues.
  • Assist other teams and regions within MFS and perform additional duties as requested.


Qualifications
  • Bachelor's degree required; CFA, MBA or other Masters degree is strongly preferred.
  • Required minimum of ten years of DC investment consulting, senior plan sponsor or asset management experience working with DC clients.
  • A prior DC leadership role is preferred. Established credibility and visibility in the US DC market is preferred.
  • Thorough understanding of DC issues in the US is required. Familiarity with Canadian, UK, Australian DC issues is desirable.
  • Ability and willingness to be both hands on in building PowerPoint presentations, spreadsheets as well as public speaking is required.
  • Experience with investment strategy, all asset classes and asset allocation/ investment menu design is preferred.
  • Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines.


#LI-HYBRID

What we offer:
  • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs


MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision , linked for your reference.

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