Senior Regional Consultant - DC

MFS Investment Management • Georgia-Remote, GA

18h • Hybrid

About The Position

The Senior Regional Consultant sells MFS Investment products and services through financial intermediaries in Broker-Dealer, Regional, Independent, and Bank channels to achieve sales goals. The role develops and implements sales and relationship strategies, serves as a primary contact and subject matter expert for clients, and works with MFS sales, institutional, service, product, compliance, and marketing teams to deliver business plans and achieve divisional and company goals.

The consultant provides high-quality service to support the growth and retention of client assets, prospects for new producers and territorial dealer relationships, and identifies opportunities with regional firms. The role also supports defined contribution sales and wealth management opportunities, maintains accurate client records and CRM documentation, represents MFS at appropriate meetings and events, and keeps current with industry trends and local regulatory requirements. The position requires compliance with internal policies and applicable external regulations, as well as FINRA licensing.

Requirements

• Bachelor of Science degree or equivalent experience.
• 8–12+ years of related experience.
• Strong interpersonal, communication, and leadership skills.
• Strong analytical, organizational, selling, and presentation skills.
• In-depth product and ERISA industry knowledge.
• Ability to meet extensive travel requirements.
• FINRA licensing in accordance with MFS policy.

Nice To Haves

• Proficiency in the local language.
• Advanced defined contribution industry designations.
• History of relationships and sales success in the assigned territory.
• Advanced degree.

Responsibilities

• Conduct sales meetings with financial intermediaries to promote MFS products and services and maximize territorial and divisional sales.
• Develop and implement sales strategies aligned with MFS goals, purpose, and priorities.
• Serve as a client point of contact and subject matter expert, responding to client needs in a timely manner and developing relationship strategies.
• Partner with MFS sales, institutional, MFD, client service, product, compliance, and marketing teams to develop, deliver, and monitor the wholesaler business plan.
• Provide high-quality account service to support growth and retention of assets and clients.
• Identify and prospect new producers and develop relationships with territorial dealers.
• Engage regional top-tier firms and identify opportunities consistent with strategies developed by sales leadership.
• Work with MFD retail field teams to drive defined contribution sales and wealth management opportunities within their clients.
• Coordinate with MFS Institutional/MIL sales and marketing teams to understand connections between regional institutions and their global networks.
• Ensure client data is accurate and current, maintain appropriate CRM systems, store documentation in C360, and submit expense reports on time.
• Represent MFS at appropriate forums and meetings with clients, shareholders, and the general investment public; attend conferences or regulatory events as needed and communicate relevant information to sales teams and home office personnel.
• Maintain sales skills and awareness of industry trends through corporate team interactions, training, continuing education, and sales meetings.
• Keep current on local regulatory frameworks, regulatory changes, and country-specific matters affecting the territory or region.
• Comply with internal MFS regulations and external regulatory requirements, policies, and procedures, including distributing approved literature to financial intermediaries.
• Assume additional duties as required.

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 of $100 monthly, up to a $10,000 lifetime maximum, paid directly to the loan provider.
• 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 flexible spending accounts for medical and dependent care.
• Wellness programs, including wellness webinars, an employee assistance program focused on mental health, and a subsidized fitness benefit via Wellhub.

What This Job Offers

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