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 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.
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