Managing Director, Institutional OCIO Consultant Strategy

About the role

The Managing Director, Institutional OCIO Consultant Strategy is responsible for developing and executing a strategic engagement and growth plan with leading OCIO providers across the institutional investment landscape. This role partners closely with Institutional Sales, Relationship Management, Strategic Accounts, and MFS Investment Teams to position the firm’s public markets capabilities for inclusion within OCIO discretionary portfolios and model allocations.

Responsibilities

• OCIO platform strategy & prioritization: In conjunction with global institutional distribution teams, build and execute a coverage strategy for leading OCIO providers; define target list, engagement strategy and growth goals.
• Senior relationship coverage: Lead relationships with OCIO CIOs, business developers, asset allocators, portfolio construction leaders, and discretionary platform PMs; establish an executive engagement cadence and multi-threaded connectivity.
• Investment positioning & portfolio fit: Partner with Investment Teams and Product Strategy to articulate differentiated outcomes, role-in-portfolio, and implementation considerations (benchmarking, risk profile, fees, vehicle, capacity, liquidity, and operational requirements) tailored to OCIO decision frameworks.
• Due diligence & mandate execution: Lead OCIO platform approval processes and coordinate OCIO-specific RFPs, portfolio reviews, finals presentations, and operational due diligence; ensure high-quality, consistent messaging and timely follow-through.
• Internal orchestration: Coordinate with Institutional Sales, Relationship Management, and Consultant Relations to align coverage where direct client, consultant, and OCIO interactions intersect; facilitate access to portfolio managers and senior investment leadership when needed.
• Market intelligence & feedback loop: Maintain a current view of OCIO portfolio construction themes, outsourcing adoption, governance shifts, and competitive dynamics; synthesize insights into actionable recommendations for go-to-market and product roadmaps.
• Represent the firm at OCIO-focused industry events and forums.
• Pipeline discipline & reporting: Maintain accurate CRM records, opportunity stages, ratings and forecasting specific to OCIO coverage; provide regular pipeline and activity reporting to senior leadership.

Requirements

• Bachelor’s degree or equivalent experience.
• 10–15+ years of institutional distribution, platform coverage, or consultant/OCIO-facing experience, with demonstrated success driving adoption of public markets strategies in discretionary portfolios.
• Deep understanding of OCIO research and approval processes, governance models, and discretionary portfolio construction.
• Ability to engage credibly with senior investment stakeholders on risk, implementation, and outcomes; strong executive presence and relationship management skills.
• Excellent written and verbal communication skills; ability to translate complex strategies into clear portfolio roles and use cases.
• Highly collaborative operating style with ability to work independently and drive cross-functional execution.

Preferred Skills, Qualifications & Experience

• Direct experience covering major OCIO platforms preferred.
• MBA and/or CFA strongly preferred.
• Demonstrated ability to influence portfolio construction discussions at senior levels.
• Familiarity with global institutional markets (U.S., Canada, EMEA).