Senior Regional Consultant - Wealth Management

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 – Wealth Management will sell MFS Investment products and services through Enterprise RIA firms, Bank Trust, and Private Bank intermediaries in California, Nevada, and Hawaii.

WHAT YOU WILL DO

• Conducts sales meetings and manages territorial sales efforts with investors at Enterprise RIA firms, Bank Trusts and Private Banks to promote MFS products and services. Develops and implements sales strategies and ensure these align with MFS company goals, our purpose, and priorities. Demonstrates expertise in technical financial sales.

• 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 Internal Sales, Client Service, Product, Marketing and compliance to execute on the territory business plan.

• Provides top quality service to accounts to ensure growth and retention of assets and clients.

• Builds sales by identifying and prospecting new producing firms. Identifies and develops new relationships within the region. Engages regional partners at major RIA custodial forms to help foster new business relationships.

• 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.

• Represents MFS at appropriate forums, e.g., industry conferences, regulatory events and client events as needed and communicates information to wholesalers 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.

• Adheres to timely submission of expense reports. Assumes additional duties as required.

WHAT WE ARE LOOKING FOR

• 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.

REQUIRED LICENSES/CERTIFICATIONS

• Position requires FINRA Series 7 and 63 licenses.

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE

• CIMA, CFA preferred.

#LI-JN1

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 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. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

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 [email protected] 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.