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

This Boston-based Relationship Director position will use all available resources to help grow sales and diversify and retain assets by covering assigned gatekeeper/professional buyer research teams. Coverage will primarily be Defined Contribution (DC) consultants but may include other wealth and advisory firms. This position will require travel approximately 30% of the time. 

WHAT YOU WILL DO

• Directly support an existing group primarily comprised of DC consultant client relationships. Work to introduce new MFS solutions to this marketplace while maintaining, servicing, and supporting existing asset base and work to cross-sell and build a pipeline of new opportunities. Assigned clients and prospects may include both DC and non-DC oriented clients. Responsibilities include appropriate tiering and prioritizing of the client base for maximum visibility via in-person and virtual meetings. Serve as single point of contact for MFS with assigned clients and prospects while responding and anticipating their needs in a timely manner.
• Maintain and foster strong working relationships with other areas of MFS, particularly the external DC Specialists and U.S. National Accounts team to ensure MFS is maximizing sales and service opportunities. Will also need to effectively partner with other areas of MFS as DC Strategists, Client Service, RFP team, Legal, Compliance, and Finance.
• Fully participate in team meetings and share ideas and suggestions as to how to improve the overall effectiveness and productivity of the team.
• Anticipates risks to the overall relationship of existing client base and take appropriate steps to proactively protect the assets at risk. Keep Senior Management apprised and actively get them involved when appropriate.
• Fully utilize Salesforce as it relates to initiating and documenting all client activity. This would also include the utilization of all supplemental CRM technology to enhance client relationships.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree
• 8-12+ years investment related or financial experience
• Successful sales track record with DC Consultants and/or BD and Independent home office research teams
• Ability to navigate the DC and Wealth Management aspects of given firms
• Demonstrated leadership skills
• Demonstrated passion for developing and nurturing client relationships
• Knowledge of domestic and foreign financial markets and products
• Excellent written and verbal communication skills
• Excellent virtual and in-person presentation skills
• Ability to set priorities and meet deadlines
• Demonstrate high level of integrity
• Excellent territory management skills
• Post-graduate education in a related area and/or CFA preferred
• Experience in direct client-oriented capacity
• Experience selling Fixed Income, QDIA solutions, CITs and Active ETFs
• Position requires individuals to have FINRA Series 6, 63 and 7 registrations in accordance with MFS’ licensing policy

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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.