Director - Subadvisory Relationships

049 MFS Investment Management Canada Limited; Toronto; Hybrid; CAD 120,000 - 180,000; Full time

Job summary

MFS Investment Management Canada seeks a Director of Subadvisory Relationships to act as a key contact for subadvisory clients, supporting marketing and sales initiatives across distribution channels in Canada. You will coordinate resources for client roadshows, diligence meetings, and product updates, while providing market intelligence on the Canadian retail landscape and sub-advisor trends.

You will lead ongoing due diligence, respond to client inquiries with the product team, and help

Qualifications

• Bachelor's degree; CIM or CFA preferred.
• 8+ years investment-related or financial experience in retail/wealth management; with at least 3 years in direct client-oriented capacity.
• Knowledge of domestic and foreign financial markets and products.
• Excellent written and verbal communication skills and presentation skills.
• Ability to set priorities and meet deadlines; operate autonomously in a collaborative team; travel required; French preferred.

Responsibilities

• Support on-going marketing and sales initiatives of subadvisory relationships within their distribution channels (organize resources for client roadshows, events, due diligences, webinars, opportunities and strategy updates).
• Coordinate internal resources (IPS, IPMs) for subadvisory support of investment speaking engagements (strategy and macro updates).
• Identify potential retail materials for subadvisory relationships and answer client questions with internal product team.
• Organize due diligence meetings and showcase MFS strategies to manager research teams/gatekeepers for subadvisory opportunities.
• Hold meetings with distribution teams on MFS Value Proposition and Products; train distribution staff on go-to-market launches.
• Stay abreast of industry trends; provide analytics on OKRs and activities to leadership.
• Update CRM with activities and meeting notes.
• Assist clients with gatekeeper initiatives and recommended list opportunities.

Skills

Communication skills

Presentation skills

Time management

Autonomy

Team collaboration

French language (preferred)

Education

Bachelor's degree

Job description

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

The Role

Based in Toronto, you will work within a collaborative team environment supporting our Canadian subadvisory clients.

The Director - Subadvisory Relationships will be responsible for being a key contact providing subadvisory clients with resources to help support the promotion and growth of our subadvisory mandates. Your strong industry knowledge will be required to support ongoing investment governance/due diligence meetings with subadvisory clients. In addition, you will be a liaison for subadvisory clients to help support their marketing and sales initiatives of subadvisory mandates. Furthermore, the Director - Subadvisory Relationships will also provide market intelligence and have a strong grasp of the Canadian retail landscape, including the role of a sub-advisor and product vehicle trends to understand how to prioritize growth opportunities with subadvisory clients.

What You Will Do

1. Support on-going marketing and sales initiatives of subadvisory relationships within their distribution channels:
   • Organize and coordinate MFS resources for client roadshows, events, due diligences, webinars, recommended list opportunities and strategy updates
   • Coordinate internal resources (IPS, IPMs) for subadvisory support of investment speaking engagements, such as strategy and macro updates
   • Identify potential MFS retail materials that could be leveraged with subadvisory relationships
   • Answer client requests and questions such as portfolio related information with internal product team
2. Support Due Diligence, compliance and manager research requests such as:
   • Organize due investment diligence meetings as requested by clients
   • Showcase MFS strategies to manager research teams/gatekeepers for subadvisory opportunities
3. Help promote awareness of MFS, specifically MFS value proposition and focus products within the client Distribution teams and marketing teams: Inside Sales, Wholesalers by:
   • Hold meetings with client distribution teams on MFS Value Proposition and Products as well as thought leadership
   • Provide training to distribution staff on ‘go to market’ product launches, identifying key differentiators and effective strategy positioning
4. Provide on-going market intelligence/infrastructure support to the Canadian platform/professional buyer team.
   • Collaborate with MFS Canada Team on integrated approach to the Retail market
   • Stay abreast of industry trends by reviewing industry publications such as Investor Economics, examine IIROC trends including AUM by asset class, statistics on sales numbers and cash flows per asset class
   • Provide analytics on OKR’s, activities, initiatives to leadership team
5. Update CRM database with activities and meeting notes.
6. Assume additional product and marketing initiatives including but not limited to:
   • Work on subadvisory product development opportunities, including market case, feasibility, execution and go-to-market strategy
   • Showcase/present MFS thought leadership and practice management to clients and their intermediaries
   • Assist clients with gatekeeper initiatives such as recommended list opportunities

What We Are Looking For

• Bachelor's degree. CIM or CFA preferred.
• Minimum 8 years’ investment-related or financial experience in retail market/wealth management preferred with at least 3 years’ experience in direct client-oriented capacity.
• Knowledge of domestic and foreign financial markets and products required.
• Excellent written and verbal communication skills as well as presentation skills.
• Ability to set priorities and meet deadlines.
• Ability to operate autonomously and enjoy working in a collaborate team environment.
• Ability to be registered with Securities Commissions as ‘Associate Advising Representative' or 'Advising Representative'.
• Very strong interpersonal skills and passion for developing client relationships.
• Travel required.
• Ability to speak in French preferred.

#LI-JN1 *This range represents base and incentive compensation #LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace.

We thank all applicants for their interest, however, only candidates selected for interviews will be contacted.

MFS Investment Management Canada is committed to an inclusive and equitable workplace.

We value the diversity of people, culture and ideas.

MFS Investment Management Canada’s equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated.

We believe we must attract, develop, and retain the best and brightest individuals from all segments of the population in order to attain business objectives.

We are dedicated to providing accommodations for applicants with disabilities during the recruitment process.

If you are contacted for an interview, please advise if you require accommodations, so your accessibility needs are met during the recruitment process.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email [e-mail] for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws.

Employees and applicants of MFS will not be subject to harassment on the basis of their status.

Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.