Sr. Strategist - Insights Advisory

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favouring 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.

THE ROLE

We are seeking an experienced and knowledgeable Senior Strategist to join our Strategy and Insights (SAIG) team with specific focus on MFS’s retail advisors and intermediaries outside of the United States who utilize the Meridian Luxembourg domiciled family of funds. This individual will play a crucial role in the development, delivery, and marketing of our investment thought leadership. This position requires a deep understanding of our clients, financial markets, investment strategies, and the regulatory environment within Europe and Latin America.

KEY RESPONSIBILITIES

• Collaborate with MFS's Market Insights and Client Strategy, sales, marketing teams and other subject matter experts to establish and deploy the thought leadership strategy for our clients.
• Maintain deep client and investment market expertise by participating and presenting at client meetings and conferences.
• Conduct market research and competitive analysis to identify trends and opportunities aligned with MFS investment platform.
• Assist in the creation of client materials and presentations.
• Provide training and support to sales teams and clients.
• The primary focus will be to support both professional buyers and retail advisors within Spain, Italy and Germany with potential expansion to other European and South American markets over time.

WHAT YOU WILL DO

• Help to develop, implement and deliver a comprehensive ongoing research agenda program related to retail advisory and financial intermediary clients outside the US. 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 SAIG to collectively lead the development of MFS's thought leadership for this client base. Initially the focus and majority of client interaction is expected to be in Spain, Italy and Germany.
• Over time, the role will help shape our thought leadership and delivery for all retail advisory and financial intermediary clients outside of the United States.
• Represent MFS in industry bodies and participate in working groups and subcommittees 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 SAIG 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.
• Assist other teams within MFS and perform additional duties as requested.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree required with relevant financial services experience, with good exposure to client advisory work or asset management experience working with retail advisors and financial intermediaries.
• Fluency in Spanish preferred, however will consider Italian or German languages.
• Thorough understanding of issues facing retail advisors and intermediaries in Spain, Italy and Germany is required.
• Ability and willingness to be 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.
• Investment sales or product support experience 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.

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:

At MFS, we view our employees as family — and like you, we want our family happy and healthy. That’s why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.