Model Sales and Strategy Lead

Location: New York, NY, United States

Salary: $265,000–$360,000 per year, plus a discretionary bonus

Company

Global active fixed-income investment manager serving public and private markets with traditional and nontraditional financing and investment solutions.

What you will do

• Define and execute the U.S. GWM Model Portfolio strategy, including the product roadmap, investment lineup, positioning, and go-to-market priorities.
• Own distribution strategy across wirehouses, independent broker-dealers, RIAs, banks, and aggregators, driving asset growth through enterprise partnerships.
• Build scalable coverage models with Sales and Specialist teams and support model adoption across U.S. Wealth Management.
• Partner with Portfolio Management and Client Solutions & Analytics on model construction, design, risk, and performance.
• Lead strategic partnerships with UMA and overlay providers, home offices, and third-party programs, including commercial negotiations.
• Develop reporting and analytics on AUM, flows, pipeline, platform coverage, adoption, and profitability, turning insights into actionable growth recommendations.

Requirements

• 10+ years of relevant experience in model portfolios, multi-asset solutions, intermediary distribution, product management, asset management, wealth platforms, or investment consulting.
• Deep understanding of the U.S. wealth business, including UMAs, SMAs, TAMPs, asset management vehicles, and home-office platforms.
• Demonstrated success driving growth through enterprise partnerships, platform relationships, and cross-functional execution.
• Strong investment acumen, including knowledge of fixed income, multi-sector credit, income-oriented portfolio construction, ETFs, and mutual funds.
• Proven leadership, executive communication, program execution, risk management, and stakeholder alignment skills.
• Bachelor’s degree required; MBA and/or CFA preferred. Experience partnering with Legal/Compliance, Technology teams, and vendors is expected.

Culture & Benefits

• Full-time role within a high-performance, inclusive culture built around Collaboration, Openness, Responsibility, and Excellence.
• Total compensation includes base salary and a discretionary performance-based bonus.
• Reasonable accommodations are available for qualified candidates with disabilities during the application process.