Sr. Strategist - Retail Sales Enablement

MFS Investment Management • Boston, MA

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. MFS is seeking a dynamic and experienced professional to lead our Defined Contribution (DC) Sales Enablement team. This individual will play a pivotal role in driving sales and retention initiatives, working closely with senior leadership to identify, create, oversee, and execute strategic plans. The role requires a strong background in Defined Contribution, recordkeeping, and sales strategy, as well as the ability to collaborate across multiple distribution verticals, including with retail and institutional sales teams. The individual will also partner with investment product, marketing, and other internal teams to strengthen MFS' brand in the marketplace. This role involves client engagement, participation in industry conferences, and leveraging data to enhance sales and retention efforts.

Requirements

• Bachelor’s degree with 8+ years of Defined Contribution, recordkeeping, and sales enablement experience.
• Proven ability to analyze data, identify trends, and make data-driven decisions to drive sales and retention.
• Exceptional presentation and communication skills, with the ability to engage and influence stakeholders at all levels.
• Demonstrated ability to collaborate across departments and build strong internal and external relationships.
• Highly proactive and self-motivated, with a demonstrated ability to uncover and act on sales opportunities independently.
• Strong project management skills, with the ability to oversee multiple initiatives simultaneously and deliver results on time.
• Proficiency in CRM tools, sales enablement platforms, and Microsoft Office Suite.
• FINRA Series 7 & 63 required.

Nice To Haves

• FINRA Series 24 preferred.

Responsibilities

• Collaborate with senior leadership to develop and execute a comprehensive business plan focused on the DC marketplace, uncovering new relationships, and increasing sales with existing clients
• Align strategic initiatives with sales and retention goals to maximize impact across all distribution verticals.
• Highlight & leverage MFS’ QDIA Go to Market Strategy in order to increase market-share growth in the firm’s proprietary TDF offerings as well as to lead the creation & deployment of co-manufactured / sub-advised solutions; candidate will work with internal & external legal, compliance, marketing, product teams, etc. to build, market and distribute these broadened capabilities
• Design and oversee sales and retention campaigns from inception to completion.
• Collaborate with marketing, product, and sales teams to ensure alignment of messaging and materials with business objectives.
• Monitor and analyze campaign performance, providing actionable insights for continuous improvement.
• Leverage existing and third-party data sources to build actionable models for sales, relationship management, and strategic account teams.
• Utilize segmentation work to identify opportunities across clients, prospects, and strategic accounts.
• Create compelling presentations, sales collateral, and other resources to support client meetings and engagements.
• Ensure all materials are compliant with regulatory requirements and aligned with MFS’ brand standards.
• Represent MFS at industry events, forums, and symposiums, serving as a thought leader and advocate for the firm.
• 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.
• Work with all Distribution, Global Strategic Accounts and Product teams to align efforts and drive sales & retention success.
• 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.

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