Retirement Strategist

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

📋 Description

• Design and provide innovative retirement research, insights, and thought leadership that align with enterprise objectives and market opportunities.

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

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

• Collaborate with distribution teams to enhance strategic client dialogues, meeting prospects, and positioning capabilities.

• Convert proprietary research, industry developments, and client feedback into clear, pertinent, and actionable insights.

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

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

• Assist in the development of modular content for plan sponsors, consultants, and advisors.

• Contribute to the firm’s perspectives on retirement income, participant behavior, target date solutions, fiduciary considerations, private assets in DC, and global retirement concerns.

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

⛳️ Requirements

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

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

• Profound understanding of retirement topics, including defined contribution plan investments, plan design, participant behavior, retirement income, and industry trends.

• Excellent written and verbal communication skills, with the capability to convey complex topics clearly and effectively.

• Experience in producing thought leadership, strategic content, presentations, or research-based materials.

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

• Strong collaboration skills and the capacity to work effectively across various functions and teams.

• Commercial acumen and an understanding of how insights and content can foster business development and client engagement.

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

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

• Familiarity with the U.S. retirement market and retirement policy themes.

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

🏝️ Benefits

• Competitive compensation.

• Eligibility for annual bonuses.

• A generous retirement plan.

• Hybrid work schedule.

• Health and wellness benefits, including access to online therapy.

• Paid time off for vacation, illness, medical appointments, and volunteering days.

• Family care resources, including fertility and adoption benefits.

• Eligibility for full-time remote work.

• Flexible work arrangements.