Strategist

• Develop and deliver differentiated retirement research, insights, and thought leadership aligned to enterprise priorities and market opportunities
• Create market-facing content and presentations on retirement topics for clients, prospects, and industry stakeholders
• Represent the firm in client meetings, prospect discussions, conferences, and other external engagements as a retirement subject matter expert
• Partner with distribution teams to support strategic client conversations, meeting opportunities, and capability positioning
• Translate proprietary research, industry developments, and client feedback into clear, relevant, and actionable insights
• Establish and maintain a feedback loop capturing market trends, client perspectives, and competitive intelligence
• Collaborate with marketing, product, research, and investment teams to ensure retirement messaging and content are timely, differentiated, and commercially relevant
• Support modular content tailored to plan sponsors, consultants, and advisors
• Contribute to the firm’s point of view on retirement income, participant behavior, target date solutions, fiduciary considerations, private assets in DC, and global retirement issues
• Report to Jessica Sclafani, Head of Retirement Strategist Team