Client Strategist (Asset Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Client Strategist (Asset Management): Leading multi-faceted client engagement and distribution efforts for LGIM America with an accent on translating firm capabilities and investment views into client-relevant messaging. Focus on building strategic partnerships, designing new investment strategies, and mentoring junior staff to ensure long-term business success.
Location: Hybrid (Chicago, US)
Salary: $150,000 - $180,000 yearly
Company
L&G Asset Management is a major global investor across public and private markets with $1.533 trillion in AUM.
What you will do
- Lead client servicing, distribution, and business development efforts for LGIM America.
- Translate firm capabilities, investment views, and market context into clear, client-relevant messaging.
- Build and deepen partnerships with key decision-makers to ensure alignment with strategic goals.
- Identify, design, and implement new investment strategies across portfolio management capabilities.
- Mentor junior staff and lead training initiatives to develop strategic thinking.
- Oversee implementation changes and navigate risk monitoring and portfolio modeling systems.
Requirements
- 10+ years of experience in investment management.
- Bachelor's degree required.
- Broad knowledge of investment products, investment analytics, and the client lifecycle.
- Expert ability to tailor client communications within a structured framework.
- Demonstrated success in evolving and expanding client relationships.
- Must be based in Chicago for a hybrid work arrangement.
Nice to have
- CFA certification.
Culture & Benefits
- Annual discretionary bonus plan.
- Comprehensive health insurance with optional HSA.
- 401K retirement plan and life insurance.
- Vacation, sick time, and employee assistance program.
- Commuter and transit programs.
- Inclusive work environment promoting diversity and professional development.
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