Senior Strategist - Insights Advisory

MFS Investment Management; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment management firm based in the UK is seeking a Senior Strategist to join their Strategy and Insights team. The role involves developing and delivering investment thought leadership for retail advisors in Europe, particularly in Spain, Italy, and Germany. Candidates should have a Bachelor's degree, extensive experience in financial services, and fluency in at least one of the following languages: Italian, German, or Spanish. This position offers a hybrid working environment and competitive benefits.

Benefits

Competitive benefits programs

Family-friendly policies

Work-life balance support

Qualifications

• Substantial relevant financial services experience of client advisory work, or asset management experience.
• Fluency in multiple European languages is preferred.
• Experience with investment strategy, all asset classes, and asset allocation is preferred.

Responsibilities

• Collaborate with Market Insights and Client Strategy teams to deploy thought leadership.
• Conduct market research to identify trends in investment.
• Create client-facing materials and provide training to sales teams.

Skills

Fluency in at least one European language (Italian, German, Spanish)

Strong written communication skills

Strong knowledge of retail advisory issues

Ability to build campaigns and presentations

Creative thinking and innovation

Education

Bachelor’s degree

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 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.

WHAT WE ARE LOOKING FOR

• 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

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 0 or email for assistance.