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Client Strategist (Asset Management)

150 000 - 180 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Strategist (Asset Management): Leading client servicing, distribution, and business development for LGIM America by translating investment capabilities, market views, and portfolio outcomes into client-relevant communications with an accent on relationship expansion, investment strategy design, and risk mitigation. Focus on managing end-to-end implementation changes, enhancing portfolio modeling and risk monitoring systems, and mentoring junior colleagues.

Location: Chicago, United States; hybrid

Salary: $150,000–$180,000 yearly, plus eligibility for an annual discretionary bonus.

Company

Legal & General’s Asset Management business invests across public and private markets worldwide, serving individual savers, pension scheme members, and global institutions.

What you will do

  • Lead client servicing, distribution, and business development efforts for LGIM America.
  • Build and deepen relationships with key client decision-makers and consultants.
  • Translate investment capabilities, investment views, and market context into clear client communications.
  • Identify, design, and implement investment strategies aligned with client objectives and changing requirements.
  • Oversee client deliverables, communications, implementation changes, engagement data, risk monitoring, and portfolio modeling.
  • Mentor junior staff, lead training initiatives, and collaborate across relationship and investment teams.

Requirements

  • Bachelor’s degree required.
  • 10+ years of investment management experience.
  • Broad knowledge of investment products, investment analytics, client context, and the client lifecycle from prospecting through ongoing engagement.
  • Expert ability to tailor client communications and demonstrated success expanding client relationships.
  • Strong analytical, problem-solving, organization, communication, and multitasking skills.
  • Self-directed, collaborative approach with a commitment to continuous learning and professional development.

Nice to have

  • CFA designation.

Culture & Benefits

  • Focus on client-led engagement, investment excellence, long-term value creation, and sustainable investment considerations.
  • Inclusive environment supporting diversity and equal opportunity.
  • Health insurance options, including HSA, dental, vision, life, disability, and flexible spending accounts.
  • 401(k), vacation, sick time, employee assistance, and commuter and transit programs.
  • Additional voluntary supplemental health and pet insurance programs.

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