Retirement Strategist

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Design and execute unique retirement research, insights, and thought leadership that align with enterprise goals and market opportunities.

• Develop market-oriented content and presentations on retirement subjects for clients, prospective clients, and industry stakeholders.

• Act as the firm's representative in client meetings, prospect discussions, conferences, and other external engagements, serving as a retirement subject matter expert.

• Collaborate with distribution teams to enhance strategic client dialogues, identify meeting opportunities, and position capabilities effectively.

• Convert proprietary research, industry advancements, and client feedback into concise, relevant, and actionable insights.

• Create and maintain a feedback loop to capture market dynamics, client viewpoints, and competitive intelligence.

• Work alongside marketing, product, research, and investment teams to ensure retirement messaging and content are timely, distinct, and commercially relevant.

• Support modular content tailored for plan sponsors, consultants, and advisors.

• Contribute to the firm’s perspective on retirement income, participant behavior, target date solutions, fiduciary matters, private assets in defined contribution plans, and global retirement challenges.

• Report to Jessica Sclafani, Head of the Retirement Strategist Team.

⛳️ Requirements

• A Bachelor’s degree and over 10 years of relevant experience in retirement support.

• Extensive experience in retirement, asset management, and financial services.

• In-depth knowledge of retirement themes, including defined contribution plan investments, plan design, participant behavior, retirement income, and industry trends.

• Exceptional written and verbal communication skills, with the capacity to present complex subjects in a clear and effective manner.

• Proven experience in developing thought leadership, strategic content, presentations, or research-oriented materials.

• Ability to engage credibly with institutional clients, prospects, and internal stakeholders.

• Strong collaborative skills and capability to work efficiently across various functions and teams.

• A commercial mindset and understanding of how insights and content can enhance business development and client interactions.

• Willingness to travel up to 50% of the time.

• Experience in working with or supporting distribution, institutional, intermediary, or retirement-specific client segments.

• Familiarity with the US retirement market and retirement policy trends.

• Experience speaking at conferences, client events, or industry forums.

• An advanced degree or relevant professional certification is preferred but not mandatory.

• FINRA licenses are not required and will not be supported for this role.

🏝️ Benefits

• Competitive compensation package.

• Eligibility for annual bonuses.

• A generous retirement savings plan.

• Flexible hybrid work schedule.

• Comprehensive health and wellness benefits, including online therapy options.

• Paid time off for vacations, illnesses, medical appointments, and volunteering activities.

• Family care resources, including benefits for fertility and adoption.

• Eligibility for full-time remote work.