Senior Regional Consultant

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.
• 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.

• 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: $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…