Senior Regional Consultant - Southeast Region (Miami) MFS International Limited (MIL)

MFS International Australia Pty Ltd; Miami (FL); On-site; USD 85,500 - 104,500; Full time

Benefits offered by this job

Retirement match

Tuition reimbursement

Education assistance

Paid family leave

Health insurance

Wellness program

Commuter benefits

Job summary

MFS is seeking a Senior Regional Consultant to promote investment products through financial intermediaries across broker-dealer, regional, independent and bank channels. You will implement sales strategies, build relationships, and collaborate with multiple teams to achieve divisional goals.

Ideal candidates have 8–12+ years of experience, strong English and Spanish skills, and FINRA 7 & 63 registrations. Base salary is $95,000 with competitive commissions and extensive benefits.

Qualifications

• Bachelor’s degree or higher is required or equivalent experience.
• Strong interpersonal, communication and leadership ability.
• Analytical, organized, and capable of presenting well.

Responsibilities

• Sell MFS investment products through financial intermediaries to meet sales goals.
• Develop sales strategies aligned with company priorities and market needs.
• Collaborate with Sales, Client Service, Product, Compliance and Marketing.
• Act as point of contact and subject matter expert for clients.
• Identify and nurture relationships with new and existing producers.
• Maintain CRM records and ensure timely reporting of activities.

Skills

Interpersonal skills

Communication skills

Leadership skills

Analytical skills

Organizational skills

Bilingual English/Spanish

Education

Bachelor’s degree or equivalent 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.

THE ROLE

The Senior Regional Consultant will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels to achieve sales goals.

WHAT YOU WILL DO

• Conduct sales meetings with financial intermediaries to promote MFS sales and services to maximize territorial and divisional sales.
• Develop and implement sales strategies and ensure these align with MFS company goals, our purpose, and priorities.
• Demonstrate expertise in sales.
• Work in partnership with Sales, Client Service, Product, Compliance, and Marketing.
• Act as the single point of contact and subject matter expert for MFS clients, responsible for managing and responding to their needs in a timely manner.
• Develop and implement relationship strategies with clients.
• Work with all areas of the MFS Sales team—including Sales Desk, Client Service, Product, and Marketing—to develop, deliver, and monitor the wholesaler business plan to achieve divisional and company goals.
• Provide top quality service to accounts to ensure growth and retention of assets and clients.
• Build sales by identifying and prospecting new producers.
• Identify and develop new relationships with territorial dealers.
• Engage with regional top tier firms and look for opportunities within the region following strategy developed by Sales leadership team.
• Work within MFS/MIL sales and marketing teams to develop a full understanding of the link between regional-based institutions and their global networks outside of their home market.
• Manage sales efforts with home office sales representatives to execute territorial business plans with MFS field partners.
• Ensure all data on clients in the region/territory are recorded and correct; maintain and update appropriate CRM systems and store documentation in C360 so that it is accessible to all.
• Adhere to timely submission of expense reports.
• Represent MFS at appropriate forums, e.g., in meetings with clients, shareholders, and the general investment public.
• Attend conferences or regulatory events as needed and communicate information to wholesalers and home office personnel.
• Build strong sales skills and keep abreast of industry trends through interaction with corporate team, training, continuing education requirements, and sales meetings.
• Continuously keep up to date on local regulatory framework and changes as well as country-specific items that impact the territory/region.
• Ensure compliance with all internal MFS regulations and external regulatory requirements, policies and procedures, including distribution of approved literature to financial intermediaries.
• Assume additional duties as required.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree or equivalent experience.
• 8-12+ years of related experience.
• Strong interpersonal, communication, and leadership skills.
• Strong analytical, organizational, selling, and presentation skills.
• In-depth product and industry knowledge.
• Ability to meet extensive travel requirements.
• Ability to balance personal territory production with management responsibilities.
• Proficiency in English and Spanish strongly preferred.
• Position requires FINRA Series 7 and 63 registrations in accordance with MFS’s licensing policy.

BASE SALARY & COMPENSATION

Base Salary: $95,000.00 (eligible for competitive commission pay). Base compensation reflects good‑faith expectations based on candidate experience, training, and education.

Other components of the Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to a retirement account that is separate from the company‑sponsored 401(k). Education Assistance: MFS contributes $100 monthly up to a lifetime maximum of $10,000 directly to a loan provider. Tuition reimbursement up to $8,000 annually. 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 employer contribution into a Health Savings Account. Tax‑deferred commuter benefits and flexible spending accounts (medical & dependent care). Wellness Programs: robust webinars, an employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass) and access to personal training sessions and wellness apps.

EMPLOYMENT EQUALITY STATEMENT

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 has otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.