Retail Internal Associate

MFS Investment Management•Phoenix, AZ

1d•Hybrid

About The Position

The Retail Internal Associate is an entry point into a career in investment management and supports the sales pipeline by engaging with financial advisors and sharing knowledge of the market and MFS products. The role develops over time, with training, feedback, and coaching, and may take on additional responsibilities as appropriate. The position provides support to internal sales representatives and wholesalers, coordinates advisor meetings and events, responds to inquiries after licensing, identifies sales opportunities, and assists with wholesaler backup tasks. MFS describes the work environment as hybrid (remote/onsite).

Requirements

Bachelor's degree preferred, or equivalent experience in a related field.
Strong verbal communication, organizational, and interpersonal skills.
Adaptability and resourcefulness, with the ability to thrive in a fast-paced environment.
Ability to work independently while providing simultaneous support to several individuals.
Strong attention to detail and highly analytical skills.
Obtain FINRA Series 63 and Series 7 licenses promptly after hire in accordance with MFS licensing policy.
Applicants must be currently authorized to work in the United States on a full-time basis; this position is not eligible for sponsorship.

Nice To Haves

FINRA Series 63 or Securities Industry Essentials (SIE) licensing is preferred but not required.

Responsibilities

Provide internal sales representatives and wholesalers with firm, product, performance, and other data on a regular and ad hoc basis.
Schedule and coordinate meetings and events with BOAs and financial advisors, and make scheduling calls for external wholesalers as requested.
Initiate and follow through on problem resolution and information requests.
After obtaining required licenses, respond to inbound telephone inquiries from financial advisors about MFS products and services and financial-market questions.
Create sales leads for all distribution channels by sharing information about MFS and asking questions to uncover sales opportunities.
Develop and demonstrate understanding of portfolio construction, MFS products, performance relative to sectors and industries, and basic attribution analysis.
Provide backup support when an internal wholesaler is absent, including thank-you calls, service matters, and related external-wholesaler tasks.

Benefits

Competitive commission pay and incentive compensation based on individual and company performance.
MFS contributes an amount equal to 15% of base salary to a retirement account separate from the company-sponsored 401(k).
Education assistance: $100 monthly contribution toward student loans, up to a $10,000 lifetime maximum.
Tuition reimbursement up to $8,000 annually.
Access to discounted tutors and college coaches.
Generous time off and fully paid leaves, including 20 weeks for maternity leave and 12 weeks for parental and caregiver leaves.
Choice of medical and dental plans and an employer contribution to a Health Savings Account.
Tax-deferred commuter benefits and medical and dependent-care flexible spending accounts.
Wellness webinars, an employee assistance program focused on mental health, and a subsidized fitness benefit through Wellhub, including access to gyms, studios, virtual personal training, and well-being apps.
Industry-leading paid sales training, ongoing training, feedback, and coaching.
Opportunities for growth and advancement.