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Provides investment consulting and relationship management for institutional clients. Responsibilities include preparing investment reviews and client materials, supporting investment policy and implementation, analyzing manager performance, modeling asset allocation, coordinating client inquiries, and communicating investment insights. The role collaborates with senior consultants, research teams, and clients on portfolio decisions, manager searches, reporting, and strategic investment solutions.

Owns digital experience strategy and execution across web, email, and digital platforms to drive lead generation, engagement, conversion, and pipeline growth. Develops audience segmentation, personalization, customer journeys, testing programs, and funnel optimization strategies. Partners with marketing, sales, analytics, UX/UI, and operations teams to deliver high-volume campaigns, performance dashboards, and data-driven improvements for retail and institutional audiences.

Supports investment performance measurement, attribution, reporting, data validation, and issue investigation. Develops Python automation, SQL queries, reporting pipelines, reconciliation tools, APIs, and internal applications. Collaborates with investment, risk, technology, product, client service, compliance, and operations teams to improve reporting platforms and processes. Contributes to client onboarding, documentation, data quality, modernization, and AI-assisted development initiatives.

Manages complex institutional overlay portfolios using currency and derivative-based strategies. Provides investment leadership across portfolio construction, implementation, rebalancing, risk management, client engagement, innovation, governance, and new mandate development. Partners with trading, quantitative research, technology, compliance, and client-facing teams while mentoring investment professionals and supporting business growth.

Leads complex institutional client relationships, providing strategic investment advice on asset allocation, liability-driven investing, alternatives, and multi-asset solutions. Drives revenue retention and growth, supports business development, leads executive-level client interactions, coordinates cross-functional teams, mentors colleagues, and strengthens client delivery standards. Requires deep knowledge of institutional retirement and nonprofit markets, strong communication and relationship management skills, commercial orientation, and securities licensing.

Lead product and commercial strategy for Russell's Capital Markets capabilities, partnering with investment, trading, product, and client teams to develop solutions (transition management, derivatives, trading, liquidity). Monitor market trends, support business cases and go-to-market, engage clients and distribution, produce thought leadership, and drive cross-functional initiatives to scale and commercialize capabilities.

The Senior Operational Due Diligence Analyst evaluates operational risks of investment managers, conducts reviews, prepares reports, and communicates findings to stakeholders while ensuring compliance with regulations.

Lead and expand quantitative investment research across asset classes, with emphasis on FX and futures overlay. Conduct portfolio construction, backtesting, optimizations, and machine-learning research. Develop quantitative solutions, use Python/SQL and internal systems, collaborate with Investment Division teams, and mentor junior associates to deliver research projects.

Lead U.S. advisor and individual investor marketing for wealth management: develop integrated multi-channel campaigns, commercialize investment products, partner with sales and product teams, manage budgets and vendors, measure performance, and build a high-performing cross-functional marketing team to drive advisor engagement and business growth.

Senior leader responsible for North America marketing strategy and execution across institutional, wealth, and Canada. Leads a team (~10) to deliver omnichannel demand generation, audience-specific campaigns, events, digital activation, and measurement tied to asset growth, client retention, and brand differentiation. Partners with product, distribution, digital, analytics, and sales to optimize marketing ROI and talent development.