MFS Investment Management · 2 days ago
Defined Benefit Retirement Strategist – Strategy & Insights Group
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$140K/yr - $160K/yr
10+ years expMFS Investment Management is a company that values collaboration and community. The Defined Benefit Retirement Strategist will drive research and deliver thought leadership on retirement plan issues, primarily focusing on defined benefit plans, while collaborating with various teams to support the firm’s retirement strategy.
EducationHigher EducationVenture Capital
Responsibilities
Develop and implement a comprehensive ongoing research agenda program related to DB issues of interest to clients with a heavier emphasis on public plans versus corporate plans
Work in partnership with the MFS Institutional team to be a trusted partner to our clients, prospects and their consultants by deeply understanding the unique objectives and challenges of their defined benefit plans
Provide perspective to help them make informed decisions on relevant topics critical to aligning plan management with long-term goals
Deliver clear, practical solutions that address their specific priorities and ensure effective outcomes across funding, risk management, governance, and investment strategy
Work closely with the current Lead Retirement Strategist to further develop and execute on existing defined contribution thought leadership and content plans
Develop and maintain deep retirement plan expertise by participating in and presenting at client meetings, conferences, networking, researching and developing thought leadership both within the US and globally
Represent MFS in industry bodies and participate in working groups and sub committees to raise the firm's profile and maintain/enhance its credibility
Travel with distribution colleagues to present MFS's thought leadership to clients, consultants and prospects
Work closely with relationship managers, sales and enablement teams, and colleagues in SAIG in leading DC and DB consulting engagements as necessary
Develop internal training tools, videos, white papers and client discussion guides to enhance MFS's distribution expertise and dialog with clients on retirement issues
Assist other teams and regions within MFS and perform additional duties as requested
Qualification
Required
Bachelor's degree required; CFA, MBA or other Master's degree is strongly preferred
Required minimum of ten years of retirement plan investment consulting, senior plan sponsor or asset management experience working primarily with public sector DB clients but also demonstrating experience with corporate plans
A thorough understanding of both public and private DB plans in the US is required
Ability and willingness to be hands on in analyzing data, building PowerPoint presentations, white papers and other thought leadership
Excellent public speaking and communication skills required
Experience with investment strategy, all asset classes and asset allocation/ investment issues pertinent to retirement plans is required
Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines
Preferred
Established credibility and visibility in the US public plan retirement market is preferred
Familiarity with Canadian, UK, Australian and other global retirement issues is desirable
DC experience is welcomed but not required
Benefits
MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
Education Assistance: Tuition reimbursement up to $8,000 annually
Education Assistance: Access to discounted tutors and college coaches
Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
Company
MFS Investment Management
Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college It is a sub-organization of Sun Life U.S..
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown1982-01-01Acquired
Leadership Team
Barnaby Weiner
Head of Sustainability and Stewardship
Recent News
2025-11-03
MarketScreener
2025-11-03
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