Retirement Strategist
Core
Develop differentiated retirement research, insights, and thought leadership to support client engagement and business priorities for a global asset management firm.
Role type
Senior IC Retirement Strategist (Thought Leadership & Client Engagement)
Builds
Market-facing content, presentations, and strategic insights for clients, prospects, and industry stakeholders.
Domain
Financial Services / Asset Management / Retirement Planning
Deliverable
product features
Required skills
Retirement expertise, strategic thinking, content development, storytelling, presentation skills, client orientation, cross-functional collaboration, market awareness, commercial acumen
Preferred skills
Experience with distribution/institutional segments, US retirement policy knowledge, public speaking at conferences
Technologies
None stated
Responsibilities
Develop and deliver retirement research and thought leadership; create market-facing content and presentations; represent the firm in client meetings and conferences; partner with distribution teams on strategic conversations; translate research and client feedback into actionable insights; establish feedback loops for market trends and competitive intelligence; collaborate cross-functionally on retirement messaging.
Seniority
Senior, hands-on IC