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MFS Investment Management · 1 day ago

Senior Regional Consultant - Global Platforms/Wealth Management

United States

Full-time

Remote

Senior Level, Lead/Staff

$75K/yr - $75K/yr

8+ years exp

MFS Investment Management is a company that emphasizes a supportive culture for its employees. The Senior Regional Consultant – Wealth Management will be responsible for selling MFS Investment products and services through various financial intermediaries while managing client relationships and ensuring compliance with regulations.

EducationHigher EducationVenture Capital

Responsibilities

Conducts sales meetings and manages territorial sales efforts with investors at Enterprise RIA firms, Bank Trusts and Private Banks to promote MFS products and services. Develops and implements sales strategies and ensure these align with MFS company goals, our purpose, and priorities. Demonstrates expertise in technical financial sales

Serve as single point of contact and subject matter expert to MFS clients. Responsible for managing and responding to their needs in a timely manner. Develops and implements relationship strategies with clients

Works with all areas of the MFS Sales team including Internal Sales, Client Service, Product, Marketing and compliance to execute on the territory business plan

Provides top quality service to accounts to ensure growth and retention of assets and clients

Builds sales by identifying and prospecting new producing firms. Identifies and develops new relationships within the region. Engages regional partners at major RIA custodial forms to help foster new business relationships

Ensures all data on clients in the region/territory are recorded and correct; maintains and updates appropriate CRM systems and stores documentation in C360 so it is accessible to all

Represents MFS at appropriate forums, e.g., industry conferences, regulatory events and client events as needed and communicates information to wholesalers and home office personnel. Build strong sales skills and keeps abreast of industry trends through interaction with corporate team, training, continuing education requirements, and sales meetings

Continually keep up to date on local regulatory framework and changes as well as country specific items that impact the territory/region. Ensures compliance with all internal MFS regulations and external regulatory requirements, policies and procedures, including distribution of approved literature to financial intermediaries

Adheres to timely submission of expense reports. Assumes additional duties as required

Qualification

FINRA Series 7FINRA Series 63Wealth ManagementCIMACFASales StrategiesAnalytical SkillsInterpersonal SkillsCommunication SkillsLeadership SkillsOrganizational SkillsPresentation Skills

Required

Bachelor's degree or equivalent experience

8-12+ years of related experience required

Strong interpersonal, communication, and leadership skills

Strong analytical, organizational, selling, and presentation skills

In depth product and industry knowledge

Ability to meet extensive travel requirements

Ability to balance personal territory production with management responsibilities

Position requires FINRA Series 7 and 63 licenses

Preferred

CIMA, CFA 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