Senior Regional Consultant - DC

Massachusetts Financial Services Company; Georgia; Hybrid; USD 86,000 - 105,000; Full time

Benefits offered by this job

15% retirement match

Tuition reimbursement

Education assistance

Generous leave including 20 weeks mat/

Health plans and HSA

Job summary

Massachusetts Financial Services Company (MFS) is seeking a Senior Regional Consultant - DC to promote investment products through financial intermediaries across broker-dealer, regional, independent and bank channels. The role aims to meet sales goals with strategic relationship building.

You will lead meetings, develop strategies, and collaborate across teams to grow assets and clients while complying with regulatory standards.

Qualifications

• BS degree or equivalent experience.
• 8-12+ years of related experience required.
• Strong interpersonal, communication, and leadership skills.
• Strong analytical, organizational, selling, and presentation skills.
• In depth product and ERISA industry knowledge.
• Ability to meet extensive travel requirements.
• Proficiency in local language preferred.

Responsibilities

• Conducts sales meetings with financial intermediaries to promote MFS sales and services to maximize territorial and divisional sales.
• Serve as single point of contact and subject matter expert to MFS clients and manage their needs in a timely manner.
• Collaborates with Sales team and Marketing to develop and monitor the wholesaler business plan to achieve goals.
• Provides top quality service to accounts to ensure growth and retention of assets and clients.
• Builds sales by identifying and prospecting new producers and relationships within the region.
• Works with regional teams to drive DC sales and wealth management opportunities within clients.
• Ensures CRM data accuracy and proper documentation in system records.
• Represents MFS at client and investor forums and communicates updates to teams.

Skills

Interpersonal skills

Analytical skills

Leadership

Presentation skills

ERISA knowledge

Travel willingness

Education

BS degree

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 - DC 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

• Conducts sales meetings with financial intermediaries to promote MFS sales and services to maximize territorial and divisional sales. Develops and implements sales strategies and ensure these align with MFS company goals, our purpose, and priorities. Demonstrates expertise in sales. Works in partnership with Institutional, MFD, Client Service, Product, Compliance, and Marketing.
• Serve as single point of contact and subject matter expert to MFS clients. Responsible for managing and responding to their needs in a timely manner. Develops and implements relationship strategies with clients.
• Works with all areas of the MFS Sales team including Consultant Relations, Platform Teams, Sales Desk, Client Service, Product, and Marketing in developing, delivering, and monitoring the wholesaler business plan to achieve divisional and company goals.
• Provides top quality service to accounts to ensure growth and retention of assets and clients.
• Builds sales by identifying and prospecting new producers. Identifies and develops new relationships with territorial dealers. Engages with regional top tier firms and looks to identify opportunities within the region following strategy developed by Sales leadership team.
• Works with MFD retail field to drive DC sales and wealth management opportunities within their clients.
• Works within MFS Institutional/MIL (MFS International Limited) sales and marketing teams to develop full understanding of link between regional based institutions and their global networks outside of their home market.
• Ensures all data on clients in the region/territory are recorded and correct; maintains and updates appropriate CRM systems and stores documentation in C360 so it is accessible to all. Adheres to timely submission of expense reports.
• Represents MFS at appropriate forums, e.g., in meetings with clients, shareholders and the general investment public. Attends conferences or regulatory events as needed and communicates information to sales teams and home office personnel. Build strong sales skills and keeps abreast of industry trends through interaction with corporate team, training, continuing education requirements, and sales meetings.
• Continually keep up to date on local regulatory framework and changes as well as country specific items that impact the territory/region. Ensures compliance with all internal MFS regulations and external regulatory requirements, policies and procedures, including distribution of approved literature to financial intermediaries.
• Assumes additional duties as required.

WHAT WE ARE LOOKING FOR

• BS degree or equivalent experience.
• 8-12+ years of related experience required.
• Strong interpersonal, communication, and leadership skills.
• Strong analytical, organizational, selling, and presentation skills.
• In depth product and ERISA industry knowledge.
• Ability to meet extensive travel requirements.
• Proficiency in local language preferred.

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE

• Advanced DC Industry Designations.
• History of relationships and sales success in the assigned territory.
• Advanced Degree.

REQUIRED LICENSES/CERTIFICATIONS

• Position requires FINRA licensing in accordance with MFS's policy.

#LI-JN1

Base Salary: $95,000.00This 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 forwhat we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensationbased on both individual and company performance. Other components of our Total Rewards Package include:

• 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 them

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace.

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.