Relationship Director - Institutional Consultant Relations

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.

THE ROLE

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.

WHAT YOU WILL DO

• 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.

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WHAT WE ARE LOOKING FOR

• 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.

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE

• MBA and/or CFA strongly preferred.

REQUIRED LICENSES/CERTIFICATIONS

• Position requires FINRA registration (Series 7 and 63) in accordance with MFS’ licensing policy.

#LI-JN1

At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good-faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:

• 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

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss them

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email [email protected] for assistance. 

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.