Apply on Employer Site

MFS Investment Management · 1 day ago

Retail Internal Associate

Boston

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $60K/yr

MFS Investment Management is a company that values collaboration and community. They are seeking an ambitious Retail Internal Associate to help build their sales pipeline by engaging with financial advisors and providing knowledge about MFS products and the market.

EducationHigher EducationVenture Capital

No H1B

Responsibilities

Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-hoc basis

Schedule and coordinate with both BOA's and Financial Advisors to attend large events, meetings and ad hoc requests from external wholesalers to make scheduling calls

Initiate and follow-through on problem resolution and information requests

Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions

Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities

Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis

Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters and various related external wholesaler tasks

Qualification

FINRA Series 63FINRA Series 7Portfolio constructionSales pipeline developmentAnalytical skillsVerbal communicationOrganizational skillsInterpersonal skillsAttention to detailAdaptability

Required

Strong verbal communication, organizational and interpersonal skills

Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment

Ability to work independently, providing simultaneous support to several individuals

Strong attention-to-detail and highly analytical

Position requires licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy

Preferred

Bachelor's degree preferred or equivalent experience in a related field

Licensing of FINRA Series 63 or Securities Industry Essentials (SIE) is preferred but not required

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