Institutional Sales Service Associate

MFS Investment Management; Toronto; Hybrid; CAD 45,000 - 75,000; Full time

Job summary

Join a forward-thinking company as a Coordinator supporting the Global Institutional Sales Team. In this dynamic role, you will facilitate communication and coordination of activities, ensuring seamless operations for the Platforms/Professional Buyer Team. Your creativity will shine as you develop customized presentations and manage logistics for industry events. This innovative firm values collaboration and seeks individuals who can analyze trends and enhance client interactions. If you thrive in a hybrid work environment and are passionate about making a difference, this opportunity is perfect for you.

Benefits

Inclusive Workplace

Equitable Practices

Remote Work Options

Diversity and Inclusion Initiatives

Qualifications

• Minimum of two years' experience in a sales, marketing or financial services environment.
• Ability to work independently while supporting multiple individuals.

Responsibilities

• Act as primary liaison for Sales Platforms/Professional Buyer team.
• Create customized presentations for institutional investment products.
• Coordinate meetings and events for the Platform team.

Skills

Communication Skills

Organizational Skills

Interpersonal Skills

Technical Skills in PowerPoint

Technical Skills in Word

Technical Skills in Excel

Education

General Business Experience

Tools

SalesLogix

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

MFS Investment Management's Global Institutional Sales Team (MFSI) is seeking to add a Coordinator to support their Platforms/Professional Buyer Team. You will provide support, communication and coordination of Platform/Professional buyer team activities in Canada. You will also develop workflow procedures and follow established processes to support both business development and relationship management activities.

WHAT YOU WILL DO

• Act as primary liaison/contact for Sales - Platforms/Professional Buyer team in Toronto and other offices located in Canada.
• Interface with clients, prospects and intermediaries providing appropriate firm, product, performance and other data on both a regular and ad hoc basis. Interface with external and internal contacts around all details, logistics and materials related to final presentations, consultant meetings, prospect meetings and due diligence meetings. Responsible for initiation and follow-through on problem resolution and information requests.
• Create customized presentations for full spectrum of institutional investment products and related thought leadership. Demonstrate initiative in creating ad hoc materials to enhance prospects' understanding of the firm and our products.
• Coordinate all aspects of Platform team's meetings and external events such as roadshows, product focused events and industry conferences. Represent MFS at industry conferences/events as requested. Manage all details with event planning and external vendors working within department budget. Manage coordination and production of all materials. Act as primary contact to all external attendees to MFSI sponsored events.
• Develop, communicate and implement workflow procedures relative to platform team functions. Communicate issues or trends to manager relative to workflow, operational or compliance issues that arise in course of job responsibilities.
• Analyze multiple aspects of business activities on a regular basis. Determine and document trends in quarterly activity for MFSI Management Committee by product, platform, channel, region, size, etc. Communicate industry trends, competitive information and current search activities appropriately. Gather information for key partner profiles and platform product ratings to share with the platform/professional buyer team and senior management.
• Coordinate regular and specialized mailings to established contact lists. Use judgement in determining customized lists for targeted, time sensitive communications.
• Utilize SalesLogix/other CRM database as central resource to maintain and track all platform team contacts and activities. Generate regular and custom sales/opportunity/consultant reports as necessary.
• Assist other teams within MFS Canada and perform additional duties as requested.

WHAT WE ARE LOOKING FOR

• Minimum of two years' general business experience, preferably in a sales, marketing or financial services environment.
• Ability to work independently, providing simultaneous support to several individuals.
• Strong communication, organizational and interpersonal skills.
• Strong technical skills in PowerPoint/Word/Excel.

#MBLI

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:

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

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. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.