Retirement Strategist (Asset Management)

Location: Baltimore, Maryland, with full-time remote or in-person work available for US-based workers. Travel of up to 50% is required.

Base salary: $143,000–$245,000 annually for Maryland, Colorado, Washington, and remote workers; $158,000–$269,000 for Washington, D.C.; $179,000–$306,000 for New York and California.

Company

Global asset management organization providing equity, fixed-income, multi-asset, and retirement investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Develop retirement research, differentiated insights, and thought leadership aligned with business priorities.
• Create presentations and market-facing content for clients, prospects, plan sponsors, consultants, advisors, and industry stakeholders.
• Represent the firm as a retirement subject matter expert in client meetings, prospect discussions, conferences, and external engagements.
• Partner with distribution teams to support strategic client conversations and capability positioning.
• Translate proprietary research, industry developments, client feedback, and competitive intelligence into actionable insights.
• Collaborate with marketing, product, research, and investment teams to shape retirement messaging, content, and strategy.

Requirements

• Bachelor’s degree and 10+ years of related experience supporting retirement.
• Significant experience in retirement, asset management, or financial services.
• Deep knowledge of defined contribution plan investments, plan design, participant behavior, retirement income, and industry trends.
• Strong written, verbal, presentation, collaboration, and stakeholder-engagement skills.
• Experience developing thought leadership, strategic content, presentations, or research-based materials.
• Ability to travel up to 50% of the time and work in the United States or remotely within the stated US salary locations.

Nice to have

• Experience supporting distribution, institutional, intermediary, or retirement-focused client segments.
• Familiarity with the US retirement market and retirement policy themes.
• Experience speaking at conferences, client events, or industry forums.
• Advanced degree or relevant professional designation.

Culture & Benefits

• Full-time remote work eligibility and an in-person work option.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Retirement plan, annual bonus eligibility, and family care resources including fertility and adoption benefits.
• Collaborative and inclusive work environment with career development resources.