Senior Investment Strategist, Head of Taxable FI BD– US Retail
Core
Senior Investment Strategist leading business development for taxable fixed income products in the US retail market, partnering with investment and distribution teams to drive growth and client acquisition.
Role type
Senior IC Investment Strategist & Head of Taxable FI BD
Builds
Taxable fixed income platform (mutual funds, ETFs, SMAs) for US retail clients
Domain
Fixed Income / US Retail / Investment Management
Required skills
Fixed income market expertise, macroeconomic analysis, US retail competitive landscape knowledge, client relationship management, team leadership, strategic planning, product development partnership, thought leadership creation, business prospecting and closing
Preferred skills
CFA or CAIA certification, contacts with key product selection decision makers, experience managing junior talent
Technologies
None stated
Responsibilities
Provide insights on fixed income strategies and capital market developments to clients; Position and market the taxable fixed income platform; Serve as spokesperson at client meetings; Grow fixed income retail business with sales force; Provide training to internal stakeholders; Partner on new product development; Create thought leadership content; Manage and mentor a team of 2-3 members
Seniority
Senior, hands-on IC with team leadership