OCIO Strategy Director - Institutional Growth

MFS Investment Management; Boston (MA); Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

15% contribution to retirement account

Tuition reimbursement up to $8,000 annually

Generous time off policies

Health and dental plans

Wellness Programs

Job summary

MFS Investment Management is seeking a Managing Director, Institutional OCIO Consultant Strategy for their Boston office. This role requires at least 10 years of experience in institutional distribution, overseeing strategic engagement with OCIO providers. Responsibilities include developing growth plans and maintaining senior stakeholder relationships. Preferred candidates will possess an MBA or CFA and have a deep understanding of OCIO landscapes. This position offers a hybrid work environment and competitive salary with significant benefits.

Qualifications

• 10-15+ years of institutional distribution or platform coverage experience.
• Deep understanding of OCIO research and approval processes.
• Ability to engage with senior investment stakeholders.

Responsibilities

• Develop and execute strategic engagement and growth plan with OCIO providers.
• Lead relationships with OCIO CIOs and asset allocators.
• Coordinate OCIO-specific RFPs and operational due diligence.

Skills

Institutional distribution experience

Relationship management

Communication skills

Collaborative operating style

Education

Bachelor's degree

MBA or CFA (preferred)

Job description

MFS Investment Management is seeking a Managing Director, Institutional OCIO Consultant Strategy for their Boston office. This role requires at least 10 years of experience in institutional distribution, overseeing strategic engagement with OCIO providers. Responsibilities include developing growth plans and maintaining senior stakeholder relationships. Preferred candidates will possess an MBA or CFA and have a deep understanding of OCIO landscapes. This position offers a hybrid work environment and competitive salary with significant benefits.