Relationship Director of Institutional Sales

MFS Investment Management • Full-time • California, United States, US • 6d ago

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

Acts as an institutional salesperson for MFS within a defined geographic territory. Western US territory preferred.

What You Will Do

Revenue Generation – Develops and executes on a sales strategy to raise brand awareness, cultivate new business relationships, and drive sales within an assigned territory.
Sales Strategy - Through consultative sales skills, establishes relationships across client segments, including publics, corporates, unions, endowments and foundations, healthcare, and insurance.
Pursues and establishes relationships with relevant field & research consultants at key global and regional consulting firms.
Effectively leverages market intelligence tools and data to identify opportunity, improve quality of outreach and pursue leads.
Maintains awareness of industry trends and competitive landscape.
Upholds a well-diversified pipeline of opportunities supported by regular, quality in-person and virtual engagements.
Supports and executes on the firm’s strategic initiatives to emphasize growth and diversification of our business through fixed income and the defined contribution.
Proven ability to successfully manage the sales cycle from early engagement through final presentations and client onboarding.
Coordinates, prepares and participates in meetings with MFS investment personnel.
Ensures collaborative working relationship with relationship management and consultant relations counterparts to take advantage of networks and strengthen relationships.
Identifies industry events and branding opportunities to strengthen and promote MFS within the defined territory.

What We Are Looking For

Bachelor's degree. Post-graduate education in a related area and/or CFA preferred.
Minimum 10 years’ investment-related experience in direct client-oriented capacity.
Prior sales experience and demonstrated understanding of the institutional landscape required.
Strong knowledge of global equity and fixed income markets is required.
Excellent written and verbal communication skills as well as presentation skills.
A self-starter with a high level of initiative.
Ability to work in a team environment.
Position requires individual to have FINRA registrations in accordance with MFS’ licensing policy.

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.

What We Offer

Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
Life & Disability Benefits: Company-paid basic life insurance and short-term disability
Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

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 talent_acquisition@mfs.com for assistance.

MFS is an Affirmative Action and 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 and Pay Transparency Nondiscrimination Provision, linked for your reference.