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MFS Investment Management · 4 hours ago

Fall 2026 - Financial Sales Co-ops (6 Months)

Boston, MA

Full-time

Hybrid

New Grad

MFS Investment Management is a global investment management firm focused on creating long-term value responsibly. The Financial Sales Co-op position offers undergraduate students a meaningful work experience in sales, providing exposure to the financial services industry and opportunities to collaborate and learn from dedicated professionals.

EducationHigher EducationVenture Capital

Responsibilities

Utilizing Salesforce CRM database as central resource to maintain and track all appropriate contacts and activities. Generating regular and custom activity/opportunity/consultant reports as necessary. Thinking creatively about how the team can best leverage the CRM system to meet sales goals

Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes and creating labels

Scheduling and setting up for meetings, booking conference rooms, organizing video conferencing needs

Running call reports for the team on a daily and monthly basis

Further strengthen public speaking skills by presenting an MFS sales pitch among your peers and management for evaluation and constructive criticism

Qualification

Salesforce CRMFinancial servicesExcelPowerPointPublic speakingTeam-orientedOrganizational skillsInterpersonal skillsAttention to detailAdaptabilityCreativityFlexibility

Required

Currently enrolled in a co-op program through their college or university

Strong interest in financial services, ideally in sales and marketing

Creativity, flexibility, and a sincere interest in learning

Strong Excel and PowerPoint skills

Team-oriented, yet able to work independently, providing simultaneous support to several individuals

Strong communication, organizational and interpersonal skills, with a keen attention to detail

Extremely adaptable and resourceful, and able to thrive in a fast-paced environment

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

https://www.mfs.com

Funding

Current Stage

Late Stage

Total Funding

unknown

1982-01-01Acquired

Leadership Team

Barnaby Weiner

Head of Sustainability and Stewardship

Recent News

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2026-01-23

PR Newswire

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2026-01-20

PR Newswire

MFS Investment Management and Crayola Collaborate to Champion Creativity and Financial Literacy

2025-11-11

Company data provided by crunchbase