Vice President, Capital Markets Strategy

Overview

The organization is seeking a Capital Markets Strategist with proven global macro subject matter expertise covering equity, fixed income, and alternative markets. This role serves as the primary client-facing interface to advisor clients and communicates the team’s macro view and how it translates into portfolio positioning through in-person, digital, and written channels.

Responsibilities

• Partner with sales, marketing, and relationship management teams to deliver the organization’s insights and point of view to clients and prospects
• Act as the face of asset management global insights, investment, and asset allocation views
• Formulate and communicate investment insights and asset allocation positioning on behalf of sales and relationship management associates
• Create weekly, monthly, and quarterly investment commentary across economic, investment, and geo-political topics
• Evaluate and respond to market and global events, providing an investment point of view drawing from broader internal and external views
• Deliver multi-media presentations representing the team’s insights and investment views, including:
  • One-on-one meetings
  • Large venue stage presentations
  • Digital webinars
  • Media appearances
• Draft investment commentary and client presentations, and write investment thought-leadership for external audiences (including social media posts)
• Interact with and influence external stakeholders (advisors, shareholders, boards of trustees, due diligence analysts, etc.) as well as internal stakeholders (sales, marketing, relationship management, etc.)
• Support regional coverage for approximately one-fifth of the US, serving sales and relationship managers and their clients in the territory (candidates currently domiciled in that region are preferred)
• Translate investment, market, and economic insights into commercial outcomes aligned to investment sales goals
• Travel 50-75%
• Thrive in a team environment to deliver a unified team narrative with differentiated points of view

Requirements

• 10+ years of investment management experience
• Series 7 and 63 licenses required (FINRA)
• Deep knowledge of capital markets across equities, bonds, and alternatives, including experience investing through multiple market cycles
• Ability to consume and synthesize market data, macro trends, internal and external investment research, and economic data to formulate investment insights
• Experience presenting and communicating thought leadership across multiple mediums
• Creative skills to draft investment commentary and client-facing materials
• Ability to interact professionally with both external and internal stakeholders
• Ability to travel 50-75%

Preferred Qualifications

• CFA or MBA

Compensation & Benefits

• Base salary range: $65,000–$210,000 USD per year
• Placement within the range varies based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors
• Base salary is only part of the total compensation package; depending on position and eligibility requirements, the offer package may also include bonus or other variable compensation
• Benefits may include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance (including student loan repayment, tuition reimbursement, and learning resources)

Location

• The role supports a geographical area consisting of approximately a fifth of the US, covering all sales and relationship managers and their clients who reside in the territory (candidates currently domiciled in that region are preferred).
• Onsite expectations are subject to the organization’s phased rollout of a full-time onsite working model across regions and roles; some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Additional Information

• The organization will not provide immigration sponsorship for this position.
• This business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities and retirement-related activities, and rules and regulations of self-regulatory organizations, including FINRA. Those laws and regulations may restrict hiring/association with individuals with certain criminal histories.

Licenses / Certifications

• Series 63 - FINRA
• Series 7 - FINRA