Senior Regional Consultant

Overview

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 aligned with MFS company goals, our purpose, and priorities. Demonstrates expertise in sales. Collaborates 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 their 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.
• Identify and prospect new producers. 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 with MFS/MIL (MFS International Limited) sales and marketing teams to understand the link between regional institutions and their global networks outside the home market.
• Manage sales efforts with home office sales representatives to execute territorial business plans with MFS field partners.
• Ensure all client data in the region/territory is recorded and correct; maintain and update CRM systems and store documentation in C360 for accessibility. Submit expenses timely.
• Represent MFS at appropriate forums, including 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 stay current on industry trends through interaction with the corporate team, training, and ongoing education and sales meetings.
• Stay up to date on local regulatory frameworks and country-specific items that affect the territory/region. Ensure compliance with 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.
• FINRA Series 7 and 63 registrations in accordance with MFS's licensing policy.

Note:

The position is hybrid (remote/onsite) unless otherwise stated.

Base Salary: $95,000.00. This position is eligible for competitive commission pay. We offer a comprehensive compensation package including:

• MFS contributes an amount equal to 15% of base salary to retirement accounts.
• Education Assistance: monthly contributions toward loan repayment up to lifetime maximum.
• Tuition reimbursement up to $8,000 annually for education assistance.
• Access to discounted tutors and college coaches.
• Generous paid time off and leaves including 20 weeks for maternity and 12 weeks for parental and caregiver leaves.
• Choice of medical and dental plans with employer contributions to Health Savings Account.
• Tax-deferred commuter benefits and flexible spending accounts.
• Wellness programs and employee assistance, including fitness benefits and access to 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 and welcome questions about the range and additional benefits or bonus opportunities.

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. We encourage you to apply if your experience aligns with the role. MFS is a hybrid work environment unless stated otherwise. If you need assistance applying due to a disability, please contact MFS for support.