Client Strategist, L&G - Asset Management, America

LegalAndGeneral•Chicago, IL

2d•Onsite

About The Position

The Client Strategy Team leads LGIM America’s multi-faceted client engagement efforts. Our top priority is to be trusted partners for our clients while serving as stewards to our long-term business success. Our client scorecard includes: 1) demonstrating our execution of investment excellence within client portfolios, 2) being client-led with a thorough understanding of client context (needs, objectives, priorities, preferences, constraints), and 3) expanding relationships with a solutions focus. 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. They mentor junior staff, collaborate across relationship teams, and contribute to firmwide insights on economic and market developments. Strategists are expected to independently navigate and enhance risk monitoring and portfolio modeling systems, ensuring alignment with client objectives. They oversee implementation changes end-to-end across LGIM America teams and clients, maintain a holistic view of client engagement data, and demonstrate strong quantitative, technical, and client-facing expertise. They also lead training initiatives and develop junior colleagues to think strategically from both client and enterprise perspectives.

Requirements

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) is required
Expert ability to tailor client communications within our scorecard framework
Strong ability to think like a steward of the success of our long-term business
Demonstrated success in evolving and expanding client relationships

Nice To Haves

CFA preferred

Responsibilities

Demonstrate client-led engagement
Build and deepen client partnerships, especially with key decision makers, to ensure full understanding of their core objectives and strategic goals
Develop “story” for client/consultant to sell the success of our investment strategy internally to demonstrate LGIM America’s value add
Maintain proactive client dialogue to reinforce our objective of providing best-in-class service, improving overall client experience, and ensuring awareness of our core competencies
Develop our internal client team so that we can all continue to grow and prosper
Expand client awareness of new solutions and investment capabilities aiming for LGIM America to have a strategic role when a client’s overall investment strategy is changing.
Identify, design, and implement new investment strategies across all LGIM America’s portfolio management capabilities within client context
Develop internal relationships to inspire and increase client-centricity
Make LGIM America the firm we want it to be by role modeling inclusive behaviors and promoting diversity
Demonstrate an effective risk and conduct culture to support successful client outcomes
Passionate professional development, better personal connectivity, and sustainable careers

Benefits

health insurance with an optional HSA
short term disability
long term disability
dental insurance
vision care
life insurance
Healthcare, Dependent and Limited Care Flexible Spending Accounts
401K
vacation
sick time
an employee assistance program
commuter and transit programs
supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance
pet insurance