Responsibilities
- Act as a strategic partner to advisors, enhancing their teams with investment guidance and proposal development support
- Lead discussions with clients or advisors as the investment strategy expert, including insights on current market dynamics
- Collaborate with Manager Research, Proprietary Strategies, and Marketing teams to develop and update educational materials on investment approaches
- Provide in-depth expertise across multiple domains of investment strategy for internal and external stakeholders
- Deliver presentations on investment topics at company and industry conferences
- Support ad hoc initiatives and special assignments as required