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MFS Investment Management · 3 days ago

Relationship Director - Institutional Consultant Relations

California, United States

Full-time

Hybrid

Senior Level, Lead/Staff

$150K/yr - $150K/yr

8+ years exp

MFS Investment Management is a company that values collaboration and community well-being. The Relationship Director will work closely with the Institutional Sales and Consultant Relations team to build and maintain relationships with consultants, support infrastructure for consultant distribution, and develop strategies for market penetration.

EducationHigher EducationVenture Capital

Responsibilities

Teams with Institutional Sales to build and maintain close working relationships with existing list of consultants. Anticipates and develops opportunities to expand and strengthen relationships to produce RFPs and lead to sales. Identifies and develops additional relationships within these firms

Working with regional sales team, coordinates strategy for penetration of both regional consultants and regional offices of global consultants

Develops and maintains support infrastructure for consultant distribution channel including: relational contact database of consultant information; marketing and presentation materials for the consultant channel; creation and distribution of regular printed and electronic communications to consultants

Establishes calling schedule, providing on the ground support as needed for key regional consultant meetings

Maintains records and database of consultant contact information

Develops data dissemination standards appropriate for each regional consultant practice, in line with MFS policies on data disclosure

Arranges sales presentations, demonstrations and site visits for consultants and plan sponsor prospects. Participate in conducting these with colleagues and host independently as necessary. Quality control of all consultant RFP responses

Establishes a system for requesting access to MFS investment personnel and integrating meeting requests into MFS reporting system for this access

Works with MFSI to develop and implement long and short-term strategic initiatives for the consultant market

Develops and execute strategy to assist Sales teams involved in developing relationships with in-house research teams of various banks and insurance companies

Performs additional duties as requested

Qualification

Consultant relations expertiseSales strategy developmentDatabase software proficiencyRetirement plan industry knowledgeMicrosoft Office proficiencyCustomer service skillsMultitaskMBACFA preferredFINRA registrationCommunication skillsPresentation experienceTeam collaborationIndependent work ability

Required

Bachelor's degree or equivalent

8-12+ years of experience in sales or sales support role

Thorough understanding of retirement plan industry, RSI products, people and initiatives

Excellent written and verbal communication skills as well as presentation experience

Demonstrated expertise with database software, all components of Microsoft Office

Ability to work independently and manage multiple tasks simultaneously

Superior customer services skills

Position requires FINRA registration (Series 7 and 63) in accordance with MFS' licensing policy

Preferred

MBA and/or CFA strongly preferred

Benefits

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

Company

MFS Investment Management

Glassdoor4.1

Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college It is a sub-organization of Sun Life U.S..

Founded in 1924

Boston, Massachusetts, USA

1001-5000 employees