Retail Internal Associate

MFS International Australia Pty Ltd; Phoenix, Northern (AZ, KY); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

15% retirement match

Education assistance: $100 monthly to

Tuition reimbursement up to $8,000/yr

Discounted tutors and college coaches

Maternity leave: 20 weeks

Parental/caregiver leave: 12 weeks

Health and dental plans

HSA contributions

Job summary

MFS is seeking ambitious individuals to join its investment management sales team. You will engage with financial advisors, provide product and market data, and help build a robust sales pipeline. The role emphasizes learning, strong communication, and a team-oriented approach.

Successful candidates will start with paid training, licensing requirements, and growth into broader responsibilities within a hybrid work environment that blends remote and onsite collaboration.

Qualifications

• Bachelor's degree or related field experience.
• Strong verbal, organizational and interpersonal skills.
• Willing to obtain FINRA Series 63 and 7 licenses promptly.

Responsibilities

• Interface with internal sales reps and wholesalers to provide data on firm, products and performance.
• Schedule with BOAs and Financial Advisors for events and ad hoc requests.
• Respond to inbound inquiries about MFS products and markets after licensing.
• Create sales leads by engaging advisors and uncovering opportunities.
• Assist with backup support and related external wholesale tasks.

Skills

Strong communication

Interpersonal skills

Analytical

Independent work

Team player

Education

Bachelor's degree or related experience

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. We are seeking ambitious, quick learners, who are looking to establish a career in investment management. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. This role is designed to allow employees to learn and develop their skills over time while taking on additional responsibilities as needed and when appropriate. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We invest in our employees through industry-leading, paid sales training opportunities to help educate on all things MFS and the financial markets. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement.

WHAT YOU WILL DO

Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-hoc basis. Schedule and coordinate with both BOA's and Financial Advisors to attend large events, meetings and ad hoc requests from external wholesalers to make scheduling calls. Initiate and follow-through on problem resolution and information requests. Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions. Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities. Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis. Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters and various related external wholesaler tasks.

WHAT WE ARE LOOKING FOR

Bachelor's degree preferred or equivalent experience in a related field. Strong verbal communication, organizational and interpersonal skills. Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment. Ability to work independently, providing simultaneous support to several individuals. Strong attention-to-detail and highly analytical. Position requires licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy. Licensing of FINRA Series 63 or Securities Industry Essentials (SIE) is preferred but not required.

Base Salary: $60,000.00 This position is eligible for competitive commission pay. At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good-faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance.

• 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

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss it.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship. 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.