Solutions Portfolio Manager - Retirement Solutions
Core
Serve as a retirement and target date subject matter expert supporting the growth of multi-asset retirement solutions for institutional clients, plan sponsors, and recordkeepers.
Role type
Senior IC Solutions Portfolio Manager (Retirement)
Builds
Custom target date funds, large-plan mandates, and competitive positioning for retirement systems.
Domain
Asset Management / Retirement Solutions / Defined Contribution
Deliverable
product features
Required skills
glide path design, multi-asset portfolio construction, U.S. retirement market knowledge, institutional client management, target date fund implementation
Preferred skills
custom target date fund experience, institutional retirement mandates, prior experience at leading target date asset manager or recordkeeper
Technologies
N/A
Responsibilities
Represent investment philosophy in meetings with plan sponsors and consultants; support product development and due diligence for recordkeepers; provide glide path consultation for global retirement systems; create institutional materials and competitive analysis; collaborate with investment and product teams to deliver customized solutions.
Seniority
Senior, hands-on IC