Client Strategist, L&G - Asset Management, America

Client Strategy Team

The Client Strategy Team leads LGIM America’s multi-faceted client engagement efforts. Their top priority is to be trusted partners for their clients while serving as stewards to the firm’s long-term business success.

• Demonstrate investment excellence within client portfolios
• Understand client context thoroughly (needs, objectives, priorities, preferences, constraints)
• Expand relationships with a solutions focus

Responsibilities

Client Strategists lead client servicing, distribution, and business development efforts. They manage all client deliverables and communications, translating firm capabilities, investment views, and market context into clear, client-relevant messaging.

• Mentor junior staff
• Collaborate across relationship teams
• Contribute to firmwide insights on economic and market developments
• Navigate and enhance risk monitoring and portfolio modeling systems
• Oversee implementation changes end-to-end across LGIM America teams and clients
• Maintain a holistic view of client engagement data
• Display strong quantitative, technical, and client-facing expertise
• Lead training initiatives and develop junior colleagues

Qualifications

• Self-starter and team player
• Bachelor degree required
• Excellent time management, multi-tasking, and organization skills
• Proven listening and oral & written communication skills
• Demonstrated analytical and problem-solving skills
• Passion for continuous learning and development
• 10+ years investment management experience
• Broad knowledge covering investment products, investment analytics, client context, and key steps of a client’s lifecycle (prospecting, onboarding, ongoing engagement, internal and external stakeholders)
• Expert ability to tailor client communications within the scorecard framework
• Strong ability to think like a steward of the success of the long-term business
• Demonstrated success in evolving and expanding client relationships
• CFA preferred