обновлено 4 дня назад
Client Strategist (Asset Management)
150 000 - 180 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
2 дня назад
Model Portfolio Specialist, Vice President (Asset & Wealth Management)
100 000 - 230 000$
3 дня назад
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York (Finance)
85 000 - 160 000$
6 дней назад
Client Director (AI)
200 000 - 300 000$
6 дней назад
Manager, Client Relationship Management
70 000 - 130 000$
5 дней назад
Managing Director - Senior Market Lead - Asset Based Lending
200 000 - 250 000$
5 дней назад