Note: The job is a remote job and is open to candidates in USA. MFS Investment Management is a company that prioritizes collaboration and community support. They are seeking a Senior Regional Consultant in Wealth Management to drive sales of MFS products through various financial intermediaries while ensuring client satisfaction and compliance with regulations.
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
Skills
- 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
- CIMA, CFA preferred
Benefits
- This position is eligible for competitive commission pay.
- 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
- MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.
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