Managing Director – Institutional Sales

IMEA; Boston; Remote; PHP 9,641,000 - 11,783,000; Full time

Benefits offered by this job

Fully Remote

Job summary

IMEA is seeking an experienced institutional salesperson to cover a defined geographic territory, with a preference for the Southeast US. The role involves developing and implementing a sales strategy, engaging with consultants and client segments, and driving revenue growth through strong relationship management.

Responsibilities include managing the sales cycle from initial contact to client onboarding, leveraging market data, and coordinating with investment personnel to expand fixed income

Qualifications

• Extensive investment management services to institutions in the region.
• 12–15+ years of industry experience.
• FINRA registrations per MFS policy.

Responsibilities

• Develops and executes a sales strategy to raise brand awareness and drive sales within the defined territory.
• Establishes relationships across client segments including publics, corporates, unions, endowments and foundations, healthcare, and insurance.
• Pursues relationships with field & research consultants at global and regional firms.
• Leverages market intelligence tools to identify opportunities and improve outreach quality.
• Maintains awareness of industry trends and competitive landscape.
• Keeps a well-diversified pipeline with in-person and virtual engagements.

Skills

Investment management

Business development

Client relations

Communication skills

Education

Bachelor’s degree

CFA preferred

Job description

THE ROLE

Acts as an institutional salesperson for MFS within a defined geographic territory. Southeast US territory preferred. This position will work to develop and implement the sales strategy for their assigned region, working closely with the broader sales, relationship management and consultant teams.

WHAT YOU WILL DO

• Revenue Generation – Develops and executes on a sales strategy to raise brand awareness, cultivate new business relationships, and drive sales within an assigned territory.


• Sales Strategy – Through consultative sales skills, establishes relationships across client segments, including publics, corporates, unions, endowments and foundations, healthcare, and insurance.


• Pursues and establishes relationships with relevant field & research consultants at key global and regional consulting firms.


• Effectively leverages market intelligence tools and data to identify opportunity, improve quality of outreach and pursue leads.


• Maintains awareness of industry trends and competitive landscape.


• Upholds a well-diversified pipeline of opportunities supported by regular, quality in-person and virtual engagements.


• Supports and executes on the firm’s strategic initiatives to emphasize growth and diversification of our business through fixed income and defined contribution.


• Proven ability to successfully manage the sales cycle from early engagement through final presentations and client onboarding.


• Coordinates, prepares and participates in meetings with MFS investment personnel.


• Ensures collaborative working relationship with relationship management and consultant relations counterparts to take advantage of networks and strengthen relationships.


• Identifies industry events and branding opportunities to strengthen and promote MFS within the defined territory.

WHAT WE ARE LOOKING FOR

• 12-15+ years of industry and related experience.


• Extensive business development experience of investment management services to institutions based in local region.


• A passion for the investment management business with demonstrable knowledge of investment markets and investment management services and thorough understanding of equity and fixed income instruments and investment strategies.


• A self-starter with a high level of initiative.


• Ability to work in a team environment.


• Excellent written and verbal communication skills as well as presentation skills.


• Organized and detail-orientated, ability to multi-task, and able to maintain accurate and up to date records of activities and contacts on the MFS client management systems and technology.


• Bachelor’s degree. Post-graduate education in a related area and/or CFA preferred.


• Position requires individual to have FINRA registrations in accordance with MFS’ licensing policy.

Base Salary: $170,000.00

Tagged as: Fully Remote