Retirement Strategist
Core
Develop differentiated retirement research, insights, and thought leadership to support client engagement and business priorities.
Role type
Senior IC retirement strategist (thought leadership & client engagement)
Builds
Market-facing content, presentations, and strategic insights for clients 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, familiarity with US retirement policy, conference speaking experience, advanced degree or professional designation
Technologies
None stated
Responsibilities
Develop and deliver differentiated retirement research and thought leadership; Create market-facing content and presentations; Represent the firm in client meetings and conferences; Partner with distribution teams to support strategic client conversations; Translate research and client feedback into actionable insights; Establish feedback loops for market trends and competitive intelligence; Collaborate with cross-functional partners on retirement messaging; Support development of modular content for various audiences; Contribute to firm POV on retirement income, target date solutions, and global retirement issues
Seniority
Senior, hands-on IC