MFS  Investment Management

Senior Business Strategist

MFS Investment Management$145K — $218K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; MBA or advanced degree preferred.
  • 8-12+ years of experience in strategy, consulting, business management, or analytics.
  • Experience in asset management or financial services is strongly preferred.
  • Strong understanding of global asset management with focus on institutional and non-US retail.
  • Proven experience in strategic planning and execution of enterprise initiatives.

Responsibilities

  • Partner with senior leadership to develop and execute global distribution strategies.
  • Lead annual and multi-year strategic planning efforts.
  • Conduct analyses to identify opportunities and trends.
  • Develop strategic recommendations and executive-level presentations.
  • Monitor progress against strategic objectives and provide insights for course corrections.
  • Establish reporting frameworks for actionable performance insights.
  • Leverage data to analyze sales, market share, and client segments.

Benefits

  • MFS contributes 15% of your base salary to your retirement account.
  • Education Assistance including monthly contributions to loan providers and tuition reimbursement.
  • Generous time off including 20-weeks for maternity leave and additional parental leaves.
  • Choice of medical and dental plans with employer contributions to Health Savings Accounts.
  • Robust wellness programs focusing on mental health and physical fitness, including subsidized fitness benefits.
Full Job Description
THE ROLE

The Senior Business Strategist partners with Global Distribution leadership to define, execute, and monitor long-term business strategy. This role integrates strategic planning, business management, and advanced analytics (including AI/GenAI) to drive growth, improve performance, and enhance decision-making with a focus on Global Institutional and Non-US retail. The position serves as a trusted advisor to senior leadership, translating data into actionable insights and ensuring effective execution of key initiatives across Global institutional and non-US retail markets.

WHAT YOU WILL DO

Business Strategy & Planning
  • Partner with senior leadership to develop and execute global distribution strategies aligned with enterprise priorities.
  • Lead annual and multi-year strategic planning, including growth initiatives.
  • Conduct analyses to identify opportunities, risks, and trends.
  • Develop strategic recommendations and executive-level presentations for leadership forums.
  • Support cross-functional initiatives including operating model optimization, product strategy, and distribution effectiveness.


Business Management & Execution
  • Monitor progress against strategic objectives and provide actionable insights and course corrections.
  • Partner with business leaders to prioritize initiatives and manage strategic roadmaps.
  • Establish reporting frameworks that provide clear, actionable performance insights.
  • Ensure alignment, accountability, and transparency across global teams.


Advanced Analytics & Data-Driven Insights
  • Leverage internal and external data to analyze sales, market share, and client segments.
  • Design and implement analytics use cases and framework working with the business stakeholders and advanced analytics team.
  • Identify trends, risks, and opportunities; translate insights into strategic recommendations.
  • Partner with business stakeholders, GDS, and data science and automation team to build scalable analytics and AI/GenAI capabilities.
  • Drive adoption of analytics tools and promote a data-driven culture.
  • Continuously enhance analytics capabilities to improve efficiency and outcomes.


WHAT WE ARE LOOKING FOR
  • Bachelor's degree required; MBA or advanced degree preferred.
  • 8-12+ years of experience in strategy, consulting, business management, or analytics.
  • Experience within asset management, financial services, or related industries strongly preferred.
  • Strong understanding of global asset management (with a focus on institutional and non-US retail, distribution models and investment products.
  • Proven experience in strategic planning and execution of enterprise initiatives.


PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE
  • Strategic thinker with the ability to translate vision into execution.
  • Strong quantitative and qualitative analytical skills.
  • Experience with advanced analytics, AI/GenAI, and business intelligence tools.
  • Excellent communication and executive presentation skills.
  • Strong stakeholder management and influencing capabilities.
  • Ability to operate effectively in a fast-paced, global environment.
  • High degree of intellectual curiosity and continuous improvement mindset.
  • Collaborative approach with the ability to navigate complex organizational dynamics.
  • Data-driven decision-maker who turns insights into action.
  • Communicate complex business and analytical concepts clearly to diverse audiences.
  • Drive cross-functional alignment without direct authority.


#LI-JN1
Base Salary Range: $145,000.00 - $218,500.00This position is eligible for competitive incentive bonus.
At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
  • 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

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them

#LI-HYBRID

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

About MFS Investment Management

MFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. The first mutual fund, the Massachusetts Investors Trust fund, is still in operation today. MFS had $528.4 billion in assets under management as of January 31, 2020.
Learn more about MFS Investment Management

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