Senior Regional Consultant - Retail

Senior Regional Consultant Responsibilities

• 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.
• Serve as single point of contact and subject matter expert to MFS clients.
• Manage and respond to client needs in a timely manner.
• Develop and implement relationship strategies with clients.
• Collaborate 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 identify opportunities within the region following strategy developed by Sales leadership.
• Work within MFS/MIL (MFS International Limited) sales and marketing teams to understand the link between regional 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 is recorded and correct; maintain and update appropriate CRM systems and store documentation in C360 so it is accessible to all.
• Adhere to timely submission of expense reports.
• Represent MFS at appropriate forums, such as 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 the corporate team, training, continuing education requirements, and sales meetings.
• Continuously stay up to date on local regulatory frameworks 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.

• Bachelor’s 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 industry knowledge.
• Ability to meet extensive travel requirements.
• Ability to balance personal territory production with management responsibilities.
• Proficiency in local language preferred.
• Position requires FINRA licensing in accordance with MFS’s policy: SIE, Series 63 and Series 7.

• Base Salary: $95,000.00
• Eligible for competitive commission pay.
• MFS contributes an amount equal to 15% of your base salary to your retirement account 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 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), workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well‑being apps.

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.