Client Strategist, L&G - Asset Management, America

Job Description

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.

• Happy Clients – 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
• Evolve and Grow – Listen first, solution to follow
  • 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
• Collaborate – Inspire and deliver better client outcomes
  • 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
• Quality – Mitigate operational risk
  • Demonstrate an effective risk and conduct culture to support successful client outcomes
  • Support our people – passionate professional development, better personal connectivity, and sustainable careers

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) 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
• CFA preferred

Additional Information

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for 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, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer, L&G Asset Management, America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing non-discrimination in employment. (2025)