Confidential
Vice President, Multi-Asset Solutions Retirement Strategist
Confidential, New York, New York, United States, 10001
Vice President, Multi-Asset Solutions Retirement Strategist
About the Company
Diverse financial services firm & investment bank
Industry Financial Services
Type Public Company
Founded 2000
Employees 10,001+
Categories
Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment Management Venture Capital Consulting & Professional Services B2B Business Corporations JPMorgan Chase Currencies New York City Economics Insurance Credit
Specialties
consumer & community banking corporate and investment bank asset management private banking and commercial banking
Business Classifications
B2B
About the Role
The Company is seeking a Multi-Asset Solutions Retirement Strategist - Vice President to join their dynamic team. The successful candidate will be at the forefront of providing research-driven insights and strategic implications for the retirement planning and investment needs of a diverse client base. This role is pivotal in enhancing the company's thought leadership in the retirement space, and the ideal candidate will have a passion for retirement and research, with a proven track record in leading research projects and developing content for various client audiences. Responsibilities include analyzing data to identify behavioral trends, developing technical proficiency in retirement planning, and being a client-facing resource with excellent presentation skills.
Applicants must have a fiduciary and client-focused mindset, with the ability to simplify complex data and deliver actionable insights. A strong understanding of retirement plan vehicles, rules, and applications is essential, as is the ability to engage with internal stakeholders and share ideas across large, diverse teams. The role requires a commercial mindset within a research-driven framework, and the candidate should be adept at translating data into practical, real-world applications. While not mandatory, an advanced degree or relevant industry designation is a plus. The position demands a high level of travel to effectively partner with client advisor teams and deliver insights to a wide variety of clients.
Hiring Manager Title Chief Retirement Strategist
Travel Percent Less than 10%
Functions
Finance
About the Company
Diverse financial services firm & investment bank
Industry Financial Services
Type Public Company
Founded 2000
Employees 10,001+
Categories
Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment Management Venture Capital Consulting & Professional Services B2B Business Corporations JPMorgan Chase Currencies New York City Economics Insurance Credit
Specialties
consumer & community banking corporate and investment bank asset management private banking and commercial banking
Business Classifications
B2B
About the Role
The Company is seeking a Multi-Asset Solutions Retirement Strategist - Vice President to join their dynamic team. The successful candidate will be at the forefront of providing research-driven insights and strategic implications for the retirement planning and investment needs of a diverse client base. This role is pivotal in enhancing the company's thought leadership in the retirement space, and the ideal candidate will have a passion for retirement and research, with a proven track record in leading research projects and developing content for various client audiences. Responsibilities include analyzing data to identify behavioral trends, developing technical proficiency in retirement planning, and being a client-facing resource with excellent presentation skills.
Applicants must have a fiduciary and client-focused mindset, with the ability to simplify complex data and deliver actionable insights. A strong understanding of retirement plan vehicles, rules, and applications is essential, as is the ability to engage with internal stakeholders and share ideas across large, diverse teams. The role requires a commercial mindset within a research-driven framework, and the candidate should be adept at translating data into practical, real-world applications. While not mandatory, an advanced degree or relevant industry designation is a plus. The position demands a high level of travel to effectively partner with client advisor teams and deliver insights to a wide variety of clients.
Hiring Manager Title Chief Retirement Strategist
Travel Percent Less than 10%
Functions
Finance