Client Strategy Senior Associate

Overview

Client Strategy Senior Associates support client servicing, distribution efforts, and other broader business development initiatives. They help mentor Analysts and Associates and work alongside Strategists as part of a dedicated relationship team, gathering, analyzing, and discussing economic issues, investment markets, and our firm views

Responsibilities

• Help mentor Analysts and Associates and work alongside Strategists as part of a dedicated relationship team, gathering, analyzing, and discussing economic issues, investment markets, and our firm views.
• Independently navigate, utilize, review, and begin to enhance our systems for monitoring investment risk and modeling different asset and derivative strategies to match client objectives.
• Responsibilities include analyzing strategies, leading the preparation of client-servicing materials, and supporting new product and client initiatives such as creating customized client reporting.
• Begin to proactively lead on all client communications demonstrating a strong understanding of our investment capabilities, investment process, market views while also reflecting client context.
• Be able to fully manage the holistic maintenance of LGIM America’s internal client data model to measure and manage our client engagement.
• Demonstrate a mastery of core quantitative and technical aspects of our investment capabilities and hone core client-facing skills.
• Demonstrate the ability to think like both enterprise and client stakeholders and the craft of tailoring the messaging within this context.
• Senior Associates should begin to be able to lead on Client Strategy implementation changes and be able to navigate the entire process between the various LGIM America groups and externally.
• A ttend firm-wide training and professional development sessions.
  
  

Qualifications

• 6-8 years investment management experience
• Broad knowledge covering investment products, investment analytics, client context, and key steps of a client’s lifecycle (prospecting, onboarding, ongoing engagement, internal and external stakeholders) is desirable
• Strong ability to tailor client communications within our scorecard framework
• Demonstrated ability to think like a steward of the success of our long-term business
• CFA preferred
• Self-starter and team player
• Bachelor degree required
• Excellent time management, multi-tasking, and organization skills
• Proven listening and oral & written communication skills
• Demonstrated analytical and problem-solving skills
• Passion for continuous learning and development
  
  

Salary Range

$100,000 - $150,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)