Senior Regional Consultant - Retail

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 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.

• 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. 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 in developing, delivering, and monitoring 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 to identify opportunities within the region following strategy developed by Sales leadership team.
• Work within MFS/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.
• 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 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.
• Continually 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.

• 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.

#LI-HD1

Base Salary: $95,000.00. 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…