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- Tasks: Lead strategic insights for retail advisors across Europe and Latin America.
- Company: Join a supportive and inclusive team at MFS, a leader in financial services.
- Benefits: Enjoy competitive benefits, hybrid work options, and a family-friendly culture.
- Why this job: Make a real impact by shaping investment strategies for diverse clients.
- Qualifications: Fluency in European languages and experience in financial services required.
- Other info: Dynamic role with opportunities for travel and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
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.
We are seeking a dynamic 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.
- Directly create client-facing 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 analysis of industry trends, staying abreast of client preferences, competitor intelligence and maintaining a deep understanding of the issues front of mind for retail advisors and 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 in other European and Latin American countries.
- 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.
- Bachelor’s degree required with substantial relevant financial services experience of client advisory work, or asset management experience working with retail advisors and financial intermediaries.
- Fluency in at least one of Italian, German or Spanish is required. Fluency in multiple European languages is preferred.
- 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.
- Strong written communication skills 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.
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.
Sr. Strategist - Insights Advisory (European Languages Required) employer: MFS Investment Management
Contact Detail:
MFS Investment Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sr. Strategist - Insights Advisory (European Languages Required)
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at MFS or similar firms. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by diving deep into MFS’s values and recent projects. Show us you’re not just another candidate; demonstrate how your skills align with our mission of supporting clients and making a difference.
✨Tip Number 3
Practice your presentation skills! Since this role involves client-facing materials and public speaking, being able to communicate your ideas clearly and confidently will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Sr. Strategist - Insights Advisory (European Languages Required)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the role. Highlight your experience in financial services and any relevant language skills, especially if you speak Italian, German, or Spanish. We want to see how your background aligns with what we do!
Showcase Your Communication Skills: Since strong written communication is key for this role, ensure your application is clear and concise. Use professional language but let your personality shine through. We love a bit of flair, as long as it’s appropriate!
Demonstrate Your Market Knowledge: In your application, mention any insights you have about the retail advisory landscape in Spain, Italy, and Germany. This shows us you’re not just applying for any job, but that you’re genuinely interested in the role and understand the market.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure it gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at MFS Investment Management
✨Know Your Market
Before the interview, dive deep into the financial markets and investment strategies relevant to Spain, Italy, and Germany. Familiarise yourself with current trends and challenges faced by retail advisors in these regions. This knowledge will not only impress your interviewers but also show that you’re genuinely interested in the role.
✨Showcase Your Language Skills
Since fluency in European languages is a must, be prepared to demonstrate your language skills during the interview. Practice discussing financial concepts in Italian, German, or Spanish, as applicable. This will highlight your ability to communicate effectively with clients and colleagues across different markets.
✨Prepare Thought Leadership Examples
Think of examples where you've contributed to thought leadership in your previous roles. Be ready to discuss how you’ve developed client-facing materials or presented at conferences. This will showcase your hands-on experience and creativity in delivering impactful insights.
✨Collaborative Mindset
MFS values teamwork, so be prepared to discuss how you’ve successfully collaborated with cross-functional teams in the past. Share specific examples of how you’ve worked with sales, marketing, or research teams to achieve common goals. This will demonstrate that you can thrive in a collaborative environment.
