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Relationship Director - Global Platforms
Location:
Boston, MA
Description:
THE ROLE This Boston-based Relationship Director position will use all available resources to help grow sales and diversify and retain assets by covering assigned gatekeeper/professional buyer research teams.Coverage will primarily be Defined Contribution (DC) consultants but may include other wealth and advisory firms.This position will require travel approximately 30% of the time. WHAT YOU WILL DO Directly support an existing group primarily comprised of DC consultant client relationships. Work to introduce new MFS solutions to this marketplace while maintaining, servicing, and supporting existing asset base and work to cross-sell and build a pipeline of new opportunities. Assigned clients and prospects may include both DC and non-DC oriented clients.Responsibilities include appropriate tiering and prioritizing of the client base for maximum visibility via in-person and virtual meetings.Serve as single point of contact for MFS with assigned clients and prospects while responding and anticipating their needs in a timely manner.Maintain and foster strong working relationships with other areas of MFS, particularly the external DC Specialists and U.S. National Accounts team to ensure MFS is maximizing sales and service opportunities.Will also need to effectively partner with other areas of MFS as DC Strategists, Client Service, RFP team, Legal, Compliance, and Finance.Fully participate in team meetings and share ideas and suggestions as to how to improve the overall effectiveness and productivity of the team.Anticipates risks to the overall relationship of existing client base and take appropriate steps to proactively protect the assets at risk.Keep Senior Management apprised and actively get them involved when appropriate.Fully utilize Salesforce as it relates to initiating and documenting all client activity. This would also include the utilization of all supplemental CRM technology to enhance client relationships. WHAT WE ARE LOOKING FOR Bachelor's degree8-12+ years investment related or financial experienceSuccessful sales track record with DC Consultants and/or BD and Independent home office research teamsAbility to navigate the DC and Wealth Management aspects of given firmsDemonstrated leadership skillsDemonstrated passion for developing and nurturing client relationshipsKnowledge of domestic and foreign financial markets and productsExcellent written and verbal communication skillsExcellent virtual and in-person presentation skillsAbility to set priorities and meet deadlinesDemonstrate high level of integrityExcellent territory management skillsPost-graduate education in a related area and/or CFA preferredExperience in direct client-oriented capacityExperience selling Fixed Income, QDIA solutions, CITs and Active ETFsPosition requires individuals to have FINRA Series 6, 63 and 7 registrations in accordance with MFS' licensing policy#LI-JN1PDN-9bd37ffb-8646-4e67-a4ff-2da6674d8040
Company:
MFS Investment Management
Industry:
Other
Posted:
April 17 on Professional Diversity Network
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More About this Listing: Relationship Director - Global Platforms
Relationship Director - Global Platforms is a Executive Director Job at MFS Investment Management located in Boston MA. Find other listings like Relationship Director - Global Platforms by searching Oodle for Executive Director Jobs.
Relationship Director - Global Platforms is a Executive Director Job at MFS Investment Management located in Boston MA. Find other listings like Relationship Director - Global Platforms by searching Oodle for Executive Director Jobs.