Defined Contribution Strategist - Sales Enablement

MFS Investment Management•Boston, MA

7d•$100,000•Hybrid

About The Position

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 Retail Sales Enablement team’s goal is to leverage the entire distribution platform to best equip our client facing teams with the tools and resources to drive sales through data and contribute to the success in the channel. The Defined Contribution Strategist will work closely with the Retail Leadership team in aligning to our strategic initiatives and achieving sales goals by utilizing data insights and intelligence. The individual will demonstrate a deep understanding of the Retail marketplace and our clients, prospects and strategic accounts. The person will also be a representative of MFS’s Retail Sales Enablement team attending and speaking at industry events, forums and symposiums focused on improving efficiency and effectiveness of client facing teams. The individual will focus on maximizing and deepening client knowledge through the integration of our existing and 3rd party data sources and maximize ROI for our sales teams. The position will help to leverage data and insights to ultimately drive sales across the Retail teams, align with our strategic initiatives to be a trusted and aligned partner to our clients' prospects and strategic accounts.

Requirements

Bachelor’s Degree with 6-8+ years of industry and Retail experience.
Possess excellent presentation and communication skills.
Ability to analyze data, identify trends, and drive data-driven decisions.
Ability to collaborate, interact and communicate across all aspects of the firm and different stakeholders.
Expectation to travel.
FINRA Series 7 & 63.
FINRA Series 24 preferred.

Responsibilities

Support the business plan focused on territory knowledge and understanding, uncovering new relationships and deepen sales through data across existing relationships. A key focus is on increasing market share by enabling the Retail team to focus and align resources and effort within their area of coverage.
Integrate and utilize existing and 3rd party data sources to build out models for the sales/rm/strategic accounts teams to follow in alignment with segmentation work across clients, prospects and strategic accounts.
Provide strong expertise in the marketplace data and be a thought leader and representative of MFS’s Retail Sales Enablement team. Attend industry events, forums and symposiums.
Collaborate with external and internal sales teams to assist in interpreting the data to drive sales. Limited travel to drive adoption.
Create structures to drive operational excellence around data and ensure the needs of the sales/rm/strategic accounts teams are factored in.
Cultivate a network of Sales Enablement peers outside of MFS to identify industry trends, data sourced best practices, and gaps in MFS’s tech and tools and data sources to excel in a competitive market.
Proactively, collaborate and align with Global Strategic Accounts and Product to collaborate on data efforts.
Assist marketing in digital strategy by helping them focus on the most beneficial relationships for MFS. Bespoke efforts in certain market segments with a deep understanding of the client to connect opportunity with the best digital array.
Using multiple internal and external data sources, build out and oversee campaigns for the Retail team to achieve OKRs and maximize delivery and results with the tools and technology available to continuously enhance relationships and client/prospect strategic accounts knowledge.
Identify gaps and enhance the data tools for Retail.

Benefits

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

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