Full-Time
Product Marketing Senior Strategist
Institutional
Updated on 8/26/2026
MFS
1,001-5,000 employees
Global asset manager of mutual funds
Compensation Overview
$123k - $177.5k/yr
Boston, MA, USA
Hybrid
Hybrid work environment with remote and on-site work.
Bachelor's
 Growth & Marketing (1) |
|---|
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- A bachelor's degree or an equivalent combination of education and relevant experience, plus 8–12 or more years of total relevant work experience.
- Deep investment product marketing experience focused on institutional investors.
- Strong knowledge of institutional asset classes, investment strategies, and investment vehicles, including separate accounts, pooled funds, collective investment trusts, mutual funds, exchange-traded funds, and private market structures where applicable.
- Thorough understanding of institutional client types, investment decision-making processes, portfolio construction frameworks, consultant influence models, and asset allocation considerations.
- Proven experience translating institutional client challenges and market conditions into differentiated marketing, positioning, and sales enablement strategies.
- Demonstrated ability to synthesize market events, investment research, and portfolio insights into thought leadership, sales narratives, and promotional content for institutional investment audiences.
- Strong understanding of the role investment strategies and vehicles play within institutional portfolios, including their use cases, benefits, risks, and allocation considerations.
- Ability to influence and align the priorities, needs, and requirements of the broader Enablement and Marketing organization to optimize client experience and increase adoption, sales, net new flows, and client engagement.
- Ability to partner with enablement, sales, and channel marketing leads to incorporate continuous client feedback and understand evolving client needs across channels.
- Excellent written and verbal communication skills.
- Develop strategies to support the marketing of institutional investment capabilities across asset classes, investment strategies, and investment vehicles.
- Develop and maintain investment product selling systems, including messaging and collateral for campaign activities.
- Collaborate with channel marketing, global sales enablement teams, Sales Leadership, marketing peers, and global product specialists to formulate market positioning, content, and measurement.
- Produce and disseminate institutional-investor-focused content and thought leadership that translates market trends, investment insights, and portfolio challenges into investment opportunities.
- Serve as the subject matter expert for integrated marketing materials that position and differentiate the firm with institutional audiences.
- Develop the institutional product marketing plan and frame investment capability positioning across institutional client segments using market insights, client needs, and competitive differentiation.
- Work with Sales leaders, Enablement teams, Client strategists, and Global Product specialists to prioritize and determine product marketing strategy.
- Develop and maintain institutional investment capability positioning and sales enablement systems for assigned strategies.
- Translate portfolio offerings, market opportunities, investment themes, and allocator challenges into messaging, sales narratives, and content frameworks.
- Collaborate with internal stakeholders and Global Enablement to define and develop investment product content.
- Manage product launches by soliciting stakeholder input from sales, investments, and channel marketing to build content for marketing collateral and promotions.
- Develop thought leadership, strategic content, and promotional campaigns connecting macroeconomic trends, market developments, and asset allocation challenges to investment solutions and capabilities.
- Develop a plan underpinned by strategic initiatives to support strategic firm goals.
MFS Investment Management is a global asset manager that runs mutual funds and active ETFs for individuals, financial advisors, and institutions. It manages money with an active investment approach, meaning portfolio managers pick securities they believe will outperform over time, and then structure these ideas into mutual funds and active ETFs. The company combines a long history (dating back to 1924 with the creation of the first mutual fund) and a global footprint under Sun Life Financial to offer a diverse set of investment products. Its difference lies in an established track record, collaborative active management, and a broad client base across regions, with about $619.6 billion in assets under management as of May 2025. The goal is to generate long-term value for clients by actively managing portfolios and seeking performance across markets.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
1924
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Simplify's Take
What believers are saying
- Assets under management reached $644.3 billion on July 31, 2026.
- MIVL and BRSM launched June 4, 2026, expanding active ETF growth.
- BREE opened March 5, 2026, showing demand for MFS blended-research strategies.
What critics are saying
- MFS ceded the MGF and MIN mandates to Aberdeen effective July 2, 2026.
- Sun Life will close MFS Global Equity Segregated Fund on February 19, 2027.
- Portfolio-manager departures and retirements, including James Fallon and Matt Krummell, weaken continuity.
What makes MFS unique
- 1924 heritage and Sun Life backing give MFS durable scale and distribution.
- MFS runs 11 actively managed ETFs by June 4, 2026, using Blended Research.
- Its active equity-plus-fixed-income platform spans global, European, and multi-asset mandates.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Holidays
Parental Leave
Wellness Program
401(k) Retirement Plan
401(k) Company Match
Hybrid Work Options
Company News
Barclays faces investor investigations over MFS exposure. Barclays, one of the largest banks in the UK, is currently facing investor investigations over its exposure to troubled German fintech company, MFS. The investigations come after MFS recently filed for insolvency, leaving Barclays and other investors with significant losses. MFS, known for its innovative financial technology solutions, had been a darling of investors for years. However, the company's financial health began to deteriorate rapidly, leading to its eventual insolvency. Barclays, along with other investors, had significant exposure to MFS through various investment vehicles. The collapse of MFS has now left Barclays facing potential losses amounting to millions of pounds. Investors are now questioning Barclays' due diligence and risk management processes in relation to its investment in MFS. They are particularly concerned about whether Barclays was aware of the financial troubles facing MFS and the extent of its exposure to the company. Investors are also questioning whether Barclays adequately monitored its investment in MFS and took appropriate steps to mitigate any potential risks. Barclays has stated that it is cooperating with the investigations and is taking the matter seriously. The bank has also assured investors that it is committed to providing transparency and accountability in relation to its investment in MFS. Barclays has stated that it will conduct a thorough review of its investment in MFS and will take appropriate actions to address any shortcomings in its risk management processes. The investigations into Barclays' exposure to MFS come at a challenging time for the bank. Barclays has been facing increased scrutiny and regulatory oversight in recent years, following a series of scandals and controversies. The bank has also been under pressure to improve its financial performance and regain the trust of investors. The outcome of the investigations could have significant implications for Barclays. If it is found that Barclays failed to properly assess the risks associated with its investment in MFS or that it did not take appropriate steps to protect its investors, the bank could face legal action, fines, and damage to its reputation. Barclays could also face pressure from regulators to strengthen its risk management processes and improve its oversight of its investments. Overall, the investigations into Barclays' exposure to MFS highlight the importance of thorough due diligence and effective risk management in the financial industry. It serves as a reminder to investors and financial institutions alike of the need to carefully assess and monitor their investments to avoid potential losses and reputational damage. Barclays will need to address the concerns raised by investors and regulators to rebuild trust and demonstrate its commitment to sound risk management practices. For more details and the full reference, visit the source link below:
Barclays faces investor investigations over MFS exposure. Posted by admin August 23, 2026 Barclays, one of the largest and most prestigious financial institutions in the world, is currently facing investor investigations over its exposure to MFS Investment Management. MFS Investment Management, also known as MFS, is an American-based asset management firm that has been in the spotlight recently due to significant losses in its investment portfolios. Barclays has been a long-time partner of MFS, providing financial services and investment opportunities to both institutional and individual clients. However, the recent turmoil surrounding MFS has raised concerns among investors about Barclays' involvement with the asset management firm. Investors are worried that Barclays may have been too heavily invested in MFS, leading to potential financial losses for the bank and its clients. The investigation is focusing on whether Barclays adequately disclosed its exposure to MFS and if it properly assessed the risks associated with its investments in the asset management firm. The potential fallout from the MFS scandal has already begun to impact Barclays' stock price, which has seen a significant decline in recent weeks. Investors are now questioning the bank's risk management practices and demanding more transparency regarding its relationships with MFS and other high-risk investment partners. Barclays has been quick to respond to the investor investigations, issuing statements reassuring stakeholders that it is taking the necessary steps to address the situation. The bank has stated that it is conducting a thorough review of its exposure to MFS and is implementing new risk management protocols to prevent similar incidents in the future. Despite Barclays' efforts to calm investor concerns, the investigation into its relationship with MFS is likely to have lasting repercussions on the bank's reputation and financial standing. The potential for substantial losses stemming from its association with MFS could impact Barclays' profitability and lead to further scrutiny from regulators and stakeholders. The situation highlights the complex and interconnected nature of the global financial system, where the actions of one institution can have far-reaching consequences for others. As investors continue to monitor the developments surrounding Barclays' exposure to MFS, the financial industry as a whole will be forced to reexamine its practices and protocols for managing risk and protecting stakeholders. In conclusion, Barclays' facing of investor investigations over its exposure to MFS Investment Management underscores the importance of transparency, accountability, and robust risk management practices in the financial sector. The outcome of the investigations will have significant implications for Barclays and could serve as a cautionary tale for other institutions operating in today's volatile and interconnected markets. For more details and the full reference, visit the source link below: Martin Smith is the Editor in Chief of NewzBuzz.Today, and created this site to provide news direct from the source. This is where mainstream media starts with the content. It is pretty straight forward and doesn't need media interference.
MFS Investment Management has launched the MFS Meridian Funds - EuroCredit Short Term Bond Fund, an actively managed European fixed income fund with a shorter maturity profile, holding positions that mature in less than five years. The fund primarily invests in investment grade corporate and quasi-sovereign debt instruments denominated in or hedged to euros. It aims to outperform the Bloomberg Euro Aggregate Corporate 1-3 Year Index over a full market cycle. The launch expands MFS's European fixed income range and complements the MFS Meridian Funds - Euro Credit fund, launched in early 2019. The new fund is domiciled and regulated in Luxembourg with a sicav structure and is registered for sale in 15 countries. The strategy is co-managed by portfolio managers Pilar Gómez-Bravo and Andy Li, whilst institutional portfolio manager Owen Murfin participates in investment strategy analysis and discussions.
Meritz Securities has issued 368 billion won ($310 million) in private subordinated bonds with a 5.6% annual coupon rate and 30-year maturity. The interest rate will reset every five years to the base rate plus spread, with an additional 2% per annum. Meritz Fire & Marine Insurance acquired 70 billion won of the bonds, whilst MFS First Fund took 95 billion won. Other investors include KB Insurance (50 billion won), DB Insurance (50 billion won), KDB Capital (30 billion won), and several smaller allocations. The securities firm is using the proceeds to secure investment capacity through capital expansion.
Diversifying portfolios: MFS launches 2 new etfs. On June 4, MFS expanded its ETF suite with the launch of the MFS Blended Research Small-Mid Cap ETF (BRSM) and the MFS Active International Value ETF (MIVL). With an expense ratio of 38 basis points, BRSM broadens MFS's actively managed offerings into the small-mid cap market. MIVL primarily invests in value companies across foreign markets and carries an expense ratio of 57 basis points. Capitalizing on market momentum outside large caps. After years of large-cap dominance, small-mid cap equities have regained momentum in 2026. With interest rates returning towards lower levels, the introduction of BRSM coincides with a period of improved performance for small-mid cap companies. Year to date, the Russell 2500 index has delivered returns of approximately 13%, exceeding the roughly 9% return of large-cap indexes like the VettaFi US Equity Large-Cap 500 Index. The fund targets companies and REITs within the market capitalization range of the Russell 2500 Index. BRSM combines active security selection with a portfolio construction process designed to keep overall portfolio characteristics relatively close to the benchmark. BRSM evaluates securities using both fundamental and quantitative research inputs through the firm's blended research methodology. On the fundamental side, companies are evaluated based on factors such as financial condition and the broader industry environment. Quantitative models simultaneously evaluate characteristics including price momentum and earnings trends. These inputs are combined into a single blended rating that serves as the primary basis for portfolio construction. A global approach to value investing. For a better part of the last decade, U.S. equities have substantially outperformed most international markets. This has largely been driven by the growth of a relatively small group of mega-cap technology firms. While that performance has rewarded investors who remained concentrated in U.S. equities, it also widened valuation gaps between U.S. and international markets. However, with international equities showing signs of prolonged outperformance, the disparity is beginning to narrow. MIVL provides exposure to international equities through a value-oriented investment framework. The strategy focuses primarily on non-U.S. equities and may allocate a portion of assets to emerging markets. The fund is not constrained by company size and can invest across the market-capitalization spectrum when attractive opportunities are identified. Rather than tracking a value benchmark, the fund identifies companies believed to be trading below their estimated intrinsic value while maintaining investment across countries, sectors, and regions. Expanding on its actively managed international ETF lineup, MIVL serves as the firm's third venture into the space. Both MIVL and BRSM build upon previous launches such as the MFS Blended Research International Equity ETF (BRIE), which debuted in October last year. For more news, information, and strategy, visit ETFdb.