Mfs
ManagingDirector,InstitutionalOCIOConsultantStrategy
“Managing Director, Institutional OCIO Consultant Strategy at Mfs. Skills: OCIO consultant strategy, institutional investment landscape, public markets capabilities, discretionary portfolios, OCIO research, business development, portfolio construction, asset allocation. Developing and executing a strategic engagement and growth plan with leading OCIO providers across the institutional investment landscape. Positioning the firm’s public markets capabilities for inclusion within OCIO discretionary ”
What They're Looking For.
Must Have
Bachelor's degree or equivalent experience, 10–15+ years of institutional distribution, platform coverage, or consultant/OCIO-facing experience, with demonstrated success driving adoption of public markets strategies in discretionary portfolios, Deep understanding of OCIO research and approval processes, governance models, and discretionary portfolio construction, Ability to engage credibly with senior investment stakeholders on risk, implementation, and executive presence and relationship management skills, Excellent written and verbal communication ability to translate complex strategies into clear portfolio roles and use cases, Highly collaborative operating style with ability to work independently and drive cross-functional execution, FINRA Series 7 and 63 (or ability to obtain) in accordance with firm policy, Additional regional registrations as required
Nice to Have
Direct experience covering major OCIO platforms preferred, MBA and/or CFA strongly preferred, Demonstrated ability to influence portfolio construction discussions at senior levels, Familiarity with global institutional markets (U. S. , Canada, EMEA)
What You'll Do.
Developing and executing a strategic engagement and growth plan with leading OCIO providers across the institutional investment landscape
Positioning the firm’s public markets capabilities for inclusion within OCIO discretionary portfolios and model allocations
Acting as the firm’s senior point of contact for OCIO research
portfolio construction and asset allocation teams
Build and execute a coverage strategy for leading OCIO define target list
engagement strategy and growth goals
Lead relationships with OCIO CIOs
portfolio construction leaders
and discretionary platform establish an executive engagement cadence and multi-threaded connectivity
Articulate differentiated outcomes
and implementation considerations tailored to OCIO decision frameworks
Lead OCIO platform approval processes and coordinate OCIO-specific RFPs
and operational due diligence
Maintain accurate CRM records
ratings and forecasting specific to OCIO provide regular pipeline and activity reporting to senior leadership
How You'll Work.
Team & Collaboration
Partners closely with Institutional Sales, Relationship Management, Strategic Accounts, and MFS Investment Teams; In conjunction with global institutional distribution teams, build and execute a coverage strategy; Coordinate with Institutional Sales, Relationship Management, and Consultant Relations to align coverage where direct client, consultant, and OCIO interactions facilitate access to portfolio managers and senior investment leadership when needed
Communication Scope
Excellent written and verbal communication ability to translate complex strategies into clear portfolio roles and use cases
Process & Methodology
Due diligence & mandate execution, Internal orchestration, Pipeline discipline & reporting
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