Sr. Strategist - Insights Advisory (European Languages Required)

MFS Investment Management; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Senior Strategist to join their Strategy and Insights team. This role focuses on retail advisors and intermediaries outside the US, requiring expertise in financial markets and investment strategies. The ideal candidate will develop and deliver thought leadership, conduct market research, and collaborate with various teams to enhance client engagement. With a hybrid work environment, the company values a supportive culture that prioritizes employee well-being and work-life balance. If you are passionate about financial services and client advisory, this opportunity could be your next career step.

Benefits

Competitive Benefits Programs

Family-Friendly Policies

Work-Life Balance Support

Qualifications

• Bachelor’s degree with financial services experience is required.
• Fluency in Spanish, Italian, or German is preferred.

Responsibilities

• Develop and deliver research programs for retail advisory clients.
• Conduct market research and competitive analysis to identify trends.
• Collaborate with sales and marketing teams to establish strategies.

Skills

Client Advisory

Investment Strategy

Market Research

Public Speaking

Creative Thinking

Education

Bachelor’s Degree

Tools

Presentation Software

Job description

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

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.

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 [e-mail] for assistance.

MFS is an 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.