Strategist - Institutional Sales Enablement jobs in United States
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MFS Investment Management · 6 hours ago

Strategist - Institutional Sales Enablement

MFS Investment Management is dedicated to supporting its employees and fostering a collaborative culture. The Strategist for Institutional Sales Enablement will drive growth by equipping client-facing teams with necessary tools and strategies, acting as a bridge between global strategy and local execution to enhance sales effectiveness.

EducationHigher EducationVenture Capital

Responsibilities

Act as the central connection between the Sales Enablement team, regional leaders, and relationship managers - ensuring seamless communication, addressing client-specific challenges, alignment, and execution of strategies that support regional business growth opportunities
Leverage expertise in tools, technology, data insights, and tailored content to guide and empower teams, sharing knowledge through training and collaboration
Contribute to creating and delivering timely and relevant content, tailored to both market conditions and client needs, regional needs supporting sales and relationship management teams in elevating client engagement and strengthening positioning
Become a trusted field practitioner by actively working alongside regional teams in the field, to bridge gaps between strategy and execution
Collaborate across enterprise to help design, implement and execute digital strategy for 'bronze' segment
Represent MFS’s Sales Enablement team at industry events, sharing insights, amplifying MFS’s presence, and showcasing a deep understanding of the company’s business, industry landscape, and competitive environment
Maintain operational structures that integrate workflows, tools, and resources, ensuring sales teams have continuous access to what they need for maximum effectiveness
Support leadership efforts to align regional goals with organizational objectives, ensuring initiatives are targeted toward measurable growth and long-term success
Facilitate a feedback loop, gathering insights from sales teams to refine strategies and reinforce impactful enablement initiatives across the region

Qualification

Sales EnablementData InsightsCommunication SkillsTableauSalesforceClient DevelopmentAnalytical MindsetIndustry KnowledgeFINRA Series 7FINRA Series 64FINRA Series 24CollaborationPresentation SkillsFlexibility

Required

Bachelor's Degree with 6–8+ years of experience in sales enablement, client development, or related disciplines
Strong communication and presentation skills; capable of influencing internal teams and representing MFS externally
Strong analytical mindset with the ability to interpret data, uncover insights, and shape strategic decisions
Proven collaborator, skilled at building partnerships across leadership, relationship managers, and cross-functional teams
Solid understanding of sales processes, client strategies, and the broader industry landscape
Flexibility to travel as needed to engage with clients and support regional teams
Experience with Tableau and Salesforce is required
FINRA Series 7 & 64 required

Preferred

6-8+ years MFS sales experience
Working knowledge of Seismic
FINRA Series 24

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

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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..

Funding

Current Stage
Late Stage
Total Funding
unknown
1982-01-01Acquired

Leadership Team

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Barnaby Weiner
Head of Sustainability and Stewardship
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Company data provided by crunchbase