Managing Director, Institutional OCIO Consultant Strategy

At MFS , you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE Using discretion and judgement, 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. The Director acts as the firm’s senior point of contact for OCIO research, business development, portfolio construction and asset allocation teams. The role requires deep understanding of the OCIO landscape, discretionary portfolio construction, and institutional governance frameworks. WHAT YOU WILL DO 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 operatio