Relationship Director - Institutional Consultant Relations

MFS Investment Management • California-Remote, TX

1d • 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. Using discretion and judgment, the Relationship Director works with Institutional Sales and Consultant Relations team to develop consultant distribution channel. Collaborating as a team, and working independently, coordinates, supports and maintains an active relationship-building effort between MFSI and search consultants within global and local consulting firms, as well as in-house teams of major banks and insurance companies. Acts as subject matter expert with in-depth knowledge and understanding within the consultant relations field.

Requirements

• Bachelor’s degree or equivalent.
• 8-12+ years of experience in sales or sales support role.
• Thorough understanding of retirement plan industry, RSI products, people and initiatives.
• Excellent written and verbal communication skills as well as presentation experience.
• Demonstrated expertise with database software, all components of Microsoft Office.
• Ability to work independently and manage multiple tasks simultaneously.
• Superior customer services skills.
• Position requires FINRA registration (Series 7 and 63) in accordance with MFS’ licensing policy.

Nice To Haves

• MBA and/or CFA strongly preferred.

Responsibilities

• Teams with Institutional Sales to build and maintain close working relationships with existing list of consultants.
• Anticipates and develops opportunities to expand and strengthen relationships to produce RFPs and lead to sales.
• Identifies and develops additional relationships within these firms.
• Working with regional sales team, coordinates strategy for penetration of both regional consultants and regional offices of global consultants.
• Develops and maintains support infrastructure for consultant distribution channel including: relational contact database of consultant information; marketing and presentation materials for the consultant channel; creation and distribution of regular printed and electronic communications to consultants.
• Establishes calling schedule, providing on the ground support as needed for key regional consultant meetings.
• Maintains records and database of consultant contact information.
• Develops data dissemination standards appropriate for each regional consultant practice, in line with MFS policies on data disclosure.
• Arranges sales presentations, demonstrations and site visits for consultants and plan sponsor prospects. Participate in conducting these with colleagues and host independently as necessary.
• Quality control of all consultant RFP responses.
• Establishes a system for requesting access to MFS investment personnel and integrating meeting requests into MFS reporting system for this access.
• Works with MFSI to develop and implement long and short-term strategic initiatives for the consultant market.
• Develops and execute strategy to assist Sales teams involved in developing relationships with in-house research teams of various banks and insurance companies.
• Performs additional duties as requested.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior