Senior Strategist

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 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.

#LI-JN1

Base Salary Range: $128,500.00 - $192,500.00 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

• Education Assistance: Tuition reimbursement up to $8,000 annually 

• Education Assistance: 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 and an employer contribution into the Health Savings Account

• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)

• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

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

#LI-HYBRID

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.

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 [email protected] 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. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.