Institutional Sales Enablement Co-op Spring 2027 (January - June)

MFS International Australia Pty Ltd; Boston (MA); Hybrid; USD 29,000 - 34,000; Full time

Job summary

MFS is a global investment management firm offering a meaningful 6-month co-op experience designed for undergraduates enrolled in a co-op program. You will support institutional sales enablement, client segmentation, CRM strategy, analytics, learning, and technology.

You will gain exposure to key business partners across Institutional Sales, Relationship Management, Consultant Relations, Marketing, Product and Global Distribution Solutions while contributing to client engagement and business

Qualifications

• Strong analytical and problem-solving skills with the ability to work with data and draw insights.
• Experience with Microsoft Excel and PowerPoint; familiarity with Tableau, Salesforce, Power BI, or similar tools is a plus.
• Strong written and verbal communication skills with excellent attention to detail.
• Comfortable learning new technologies and working with digital platforms.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Self-starter who can work independently while collaborating effectively across teams.
• Curiosity, creativity, and a willingness to continuously learn and improve.

Responsibilities

• Assist Institutional Sales, Relationship Management, and Consultant Relations teams with client segmentation initiatives, data analysis, and strategic projects.
• Maintain and enhance resources and collaboration channels for stakeholders.
• Utilize Salesforce CRM to maintain and analyze client, consultant, and prospect information.
• Generate reports, identify trends, and support data quality and reporting.
• Create dashboards and presentations to measure content effectiveness and enablement outcomes.
• Prepare onboarding materials and learning resources for institutional client-facing teams.

Skills

Analytical skills

Problem-solving

Excel

PowerPoint

Written communication

Verbal communication

Independent

Multitasking

Learning agility

Education

Undergraduate student in a co-op program

Tools

Salesforce

Seismic

Tableau

Power BI

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. MFS is a global investment management firm focused on creating long-term value responsibly by doing what’s right for our clients every day. Our rich history dates to 1924, when our founders invented the mutual fund. Since then, collaboration and innovation have fueled our success. Our unwavering commitment to finding the best, most durable investment opportunities is what sets us apart – and our success is grounded in our unique approach, disciplined philosophy and collaborative culture.

THE ROLE

Joining our team provides opportunities to share your voice and talents, tackle challenging problems, create solutions and collaborate with dedicated co-workers.

This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies.

In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including: Co-Op New Hire Orientation Senior Leadership Speaker Series Social & Networking Events Presentation Challenges

At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how client services and consultant relations works at an asset manager.

MFS co-op positions are a 6-month commitment, working Monday – Friday (beginning on Wednesday, January 13th through Friday June 25th, 2027), and work between 35-40 hours.

Our program is designed for undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements.

Job Summary

This role will work closely with the Global Institutional Sales Enablement team to support the sales efforts of MFS’s Institutional business.

The co-op will gain hands on experience across sales enablement, client segmentation, CRM strategy, content activation, analytics, learning, and technology.

The position provides exposure to key business partners across Institutional Sales, Relationship Management, Consultant Relations, Marketing, Product and Global Distribution Solutions while supporting initiatives that enhance client engagement and business development efforts globally.

WHAT YOU WILL DO

• Assist Institutional Sales, Relationship Management, and Consultant Relations teams with client segmentation initiatives, data analysis, and strategic projects designed to support client engagement and business development.
• Maintain and enhance team resources and collaboration channels, ensuring information, updates, and key initiatives are organized and accessible to stakeholders.
• Utilize Salesforce CRM as a central resource to maintain and analyze client, consultant, and prospect information.
• Generate regular and ad hoc reports, identify trends, and support efforts to improve data quality, reporting, and adoption.
• Partner with Sales, Relationship Management, Consultant Relations, Global Distribution Solutions, Marketing, Product, and other business partners on initiatives that support Institutional client-facing teams.
• Support the development and maintenance of enablement resources within Seismic, including content playbooks, curated pages, onboarding materials, newsletters, and training resources.
• Assist with content activation initiatives by helping organize, deploy, and promote resources that support client conversations, business development efforts, and consultant engagement.
• Analyze content utilization, platform adoption, and engagement data using tools such as Seismic, Excel, Tableau, Salesforce, and Microsoft Copilot to identify trends and support business decisions.
• Create dashboards, reports, and presentations that help measure content effectiveness, technology adoption, training impact, and sales enablement outcomes.
• Assist in the development and maintenance of onboarding materials, process documentation, workflow guides, and learning resources for institutional client-facing teams.
• Prepare customized presentations, analyses, and meeting materials to support strategic initiatives, sales opportunities, and internal projects.

WHAT WE ARE LOOKING FOR

• Seeking students with a strong interest in financial services, asset management, sales enablement, analytics, marketing or learning & development.
• Strong analytical and problem-solving skills, with the ability to work with data and draw meaningful insights.
• Experience with Microsoft Excel and PowerPoint; familiarity with Tableau, Salesforce, Power BI, or similar tools is a plus.
• Strong written and verbal communication skills with excellent attention to detail.
• Comfortable learning new technologies and working with digital platforms.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Self-starter who can work independently while collaborating effectively across teams.
• Curiosity, creativity, and a willingness to continuously learn and improve.

Hourly Pay Rate: $21.00-$25.00

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 affirmative Action and 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.

#LI-HYBRID 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.

For almost a century, investors around the world have trusted MFS to achieve their investment goals. Since 1924, when our founders invented the mutual fund, collaboration, a long-term focus and skilled active research have fueled our success. As a leading global investment manager, we hire employees who share our values, align with investors who share our long-term philosophy, and always act in the best interest of our clients.