Talent.com
Sr. Strategist - Investment Product Development (CITs)

Sr. Strategist - Investment Product Development (CITs)

MFS Investment ManagementBoston, MA, US
5 days ago
Job type
  • Full-time
Job description

Senior Strategist Investment Product Development (CITs)

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.

The Role

The Senior Strategist Investment Product Development (CITs) will serve as a product expert for retirement vehicles and strategies. The Senior Strategist is the primary product owner for MFS' Collective Investment Trust lineup and key participant in ongoing development of retirement products with focus on target date offerings. This individual will maintain a strong understanding of the industry with a particular emphasis on the overall competitive product landscape and MFS' positioning.

What You Will Do

  • Serve as the primary Collective Investment Trusts (CITs) product expert and product owner in Global Product and overall Distribution organization. Maintain a strong understanding of the industry with a particular emphasis on the overall competitive product landscape and MFS' positioning.
  • Support broad based product initiatives across channels through market research and analysis utilizing outside databases such as Morningstar, Strategic Insight, eVestment.
  • Identify key industry trends impacting business, such as private asset classes entering defined contribution market, and translate into strategic recommendations to capitalize on business opportunities.
  • Provide timely reporting of key business metrics such as market share (flows and assets) within the industry. Continually review key competitor offerings for impact to current and future offering.
  • Support strategic planning efforts throughout the organization by providing the necessary intelligence to guide the process, including determining market sizing and growth; analyzing key competitors; providing pricing and product comparisons.
  • Represent MFS on appropriate industry committees as necessary.
  • Communicate key competitive intelligence to target audiences throughout the organization in a timely and relevant fashion. Extensive experience communicating

What We Are Looking For

  • BA / BS degree with a strong record of accomplishment.
  • 8-12 years of experience in financial services, product development, competitive analysis and research.
  • Comprehensive knowledge of the defined contribution market and more specifically Collective Investment Trusts (CITs). Understanding of private asset classes in the defined contribution marketplace.
  • Project management experience with proven ability to organize and coordinate multiple projects simultaneously and meet deadlines.
  • Strong expertise in Morningstar and eVestment.
  • Proven ability to effectively communicate and collaborate with a variety of functions across the organization and at varying levels, including with investment management, sales, marketing, compliance and operational teams.
  • Excellent verbal and written communication skills. Accustomed to working with and presenting to senior management.
  • In-depth knowledge of markets for investment products across various distribution channels.
  • Superb business judgment, problem solving and organizational skills. Hands-on, highly motivated self-starter.
  • Team player with excellent interpersonal skills; must be able to establish and maintain effective, cooperative working relationships with all departments and organizational levels.
  • Strong research and analysis skills with the ability to synthesize and interpret data.
  • Willingness to travel to attend applicable industry meetings, conferences, and sales meetings.
  • FINRA series 7 and 63 registrations in accordance with MFS licensing policy.
  • MBA preferred.
  • Salary Range : $128,500 to $192,500

    This position is eligible for competitive incentive bonus.

    At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include :

  • MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company-sponsored 401(k)
  • Education Assistance :
  • MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
  • Tuition reimbursement up to $8,000 annually
  • Access to discounted tutors and college coaches
  • Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
  • Choice of medical and dental plans and an employer contribution into the Health Savings Account
  • Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
  • Robust Mental Health Resources including 8 free therapy appointments
  • Various work / life balance support and wellbeing programs
  • Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them.

    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.

    Create a job alert for this search

    Product Strategist • Boston, MA, US

    Related jobs
    • Promoted
    Clinical Testing Psychologist (PhD, PsyD)- (Child and Adolescent) - Greenbush, MA

    Clinical Testing Psychologist (PhD, PsyD)- (Child and Adolescent) - Greenbush, MA

    LifeStance HealthGreenbush, MA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationAttleboro, Massachusetts
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 28 days ago
    • Promoted
    Principal Account Technical Strategist

    Principal Account Technical Strategist

    VirtualVocationsLowell, Massachusetts, United States
    Full-time
    A company is looking for a Principal Account Technical Strategist (ATS) for Secure Developer Spaces (SDS).Key Responsibilities Own the technical sales strategy for SDS, partnering with AEs on acc...Show moreLast updated: 1 day ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationBrockton, Massachusetts
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 28 days ago
    • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Medical Solutions AlliedScituate, MA, US
    Full-time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Scituate, Massachusetts.Job Description & Requirements. We’re seeking talented healthcare professionals ...Show moreLast updated: 30+ days ago
    • Promoted
    Director, Product Management

    Director, Product Management

    VeracodeBurlington, MA, US
    Full-time
    Looking for an innovative, high-growth, multi-award-winning company in one of the hottest segments of the security market? Look no further than Veracode!. Veracode is a global leader in Appl...Show moreLast updated: 21 days ago
    • Promoted
    Senior Paid Social Strategist

    Senior Paid Social Strategist

    VirtualVocationsLowell, Massachusetts, United States
    Full-time
    A company is looking for a Senior Paid Social Strategist to manage paid social strategy and delivery for clients.Key Responsibilities Own day-to-day paid social strategy, including planning, test...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Account Executive - Remote

    Sales Account Executive - Remote

    Riverside PaymentsGloucester, Massachusetts, US
    Remote
    Full-time
    Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Product Manager, Global Product Management

    Senior Product Manager, Global Product Management

    COLE-PARMER INSTRUMENT COMPANYFranklin, MA, US
    Full-time
    Senior Product Manager, Global Product Management.Reports To : VP, Global Product Marketing, ZeptoMetrix.Position Location : Buffalo, NY Franklin, MA highly preferred. FLSA Status (Exempt / Non-Exempt) : ...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,141 to $2,341 per week in Essex, MA

    Travel Physical Therapist (PT) - $2,141 to $2,341 per week in Essex, MA

    AlliedTravelCareersEssex, MA, US
    Full-time +1
    AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Physical Therapist (PT) in Essex, Massachusetts, 01929!. Looking for a change of scenery and a chance to help others?...Show moreLast updated: 30+ days ago
    • Promoted
    Strategist, Investment Platform Business Enablement

    Strategist, Investment Platform Business Enablement

    Wellington ManagementBoston, MA, US
    Full-time
    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and...Show moreLast updated: 30+ days ago
    Affiliate Strategist

    Affiliate Strategist

    829 StudiosBoston, MA, US
    Full-time
    Quick Apply
    Studios is seeking a data-driven and experienced Affiliate Strategist to join our growing team.This is a mid-senior level role that is instrumental in developing, executing, and optimizing affiliat...Show moreLast updated: 30+ days ago
    • Promoted
    Strategic Product Development Manager

    Strategic Product Development Manager

    Amphenol TCSNashua, NH, US
    Full-time
    Amphenol High Speed Products Group is the market leader for high speed, high-bandwidth electrical connectors, cables, and systems for the Datacom / Telecom market (Artificial Intelligence (AI), Machi...Show moreLast updated: 9 days ago
    • Promoted
    • New!
    Strategic Initiatives Lead

    Strategic Initiatives Lead

    VirtualVocationsLowell, Massachusetts, United States
    Full-time
    A company is looking for a Global Industries and Solutions Strategic Initiatives Lead (Retail / CPG).Key Responsibilities Drive end-to-end initiative success across the organization, ensuring effec...Show moreLast updated: 14 hours ago
    • Promoted
    Product Development Strategist

    Product Development Strategist

    VirtualVocationsLowell, Massachusetts, United States
    Full-time
    A company is looking for a Head of Product Development & Strategy.Key Responsibilities Own the product pipeline by developing new supplements and functional foods with commercial potential and gl...Show moreLast updated: 30+ days ago
    • Promoted
    Sr. Product Development Scientist II

    Sr. Product Development Scientist II

    HP HoodWilmington, MA, US
    Full-time
    Are you a self-driven person looking to advance your career as a high-impact player on a team? If so, we have an exciting challenge for you and your future!. Our culture is built on value commitment...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationPawtucket, Rhode Island
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 28 days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,239 per week in Scituate, MA

    Travel Physical Therapist (PT) - $2,239 per week in Scituate, MA

    AlliedTravelCareersScituate, MA, US
    Full-time
    AlliedTravelCareers is working with Medical Solutions to find a qualified Physical Therapist (PT) in Scituate, Massachusetts, 02066!. A facility in Scituate, MA is seeking its next amazing PT (Physi...Show moreLast updated: 30+ days ago