Managing Director, Institutional OCIO Consultant Strategy at MFS

Compensation

$150,000/yr

Setup: Hybrid
Type: Full-time

Description

MFS is seeking a Managing Director, Institutional OCIO Consultant Strategy to develop and execute strategic engagement and growth plans with leading OCIO providers. This role involves partnering with various internal teams to enhance the firm's public market capabilities within OCIO discretionary portfolios. The director will act as the primary liaison for OCIO research, business development, portfolio construction, and asset allocation, requiring a deep understanding of the OCIO landscape.

Required Skills

Discretionary Portfolio Construction
Institutional Governance Frameworks
FINRA Series 7 and 63

Additional Information

Minimum Education: Bachelor’s degree or equivalent experience.
Required Previous Experiences: 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.
Preferred Qualifications: Direct experience covering major OCIO platforms preferred.
Demonstrated ability to influence portfolio construction discussions at senior levels.
Familiarity with global institutional markets (U.S., Canada, EMEA).

About MFS

MFS

<p>MFS aims to attract, develop and retain the best and the brightest. We offer a wide range of career opportunities in locations around the globe and in roles across major fields and functions.</p>