Sr. Managing Director - Institutional Sales

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, works with department head to develop, implement, communicate and monitor the Institutional sales and professional buyers’ strategy. Responsible for effective marketing of the firm’s investment management services to institutional investors, consultants as well as professional buyers.  Work to find well aligned asset owners who believe in active management and longer term investment philosophies.  Acts as subject matter expert with in-depth knowledge and understanding within the institutional sales field with extensive communication skills internally and externally with clients.

WHAT YOU WILL DO

• Work with Global Head of Sales to develop and implement sales strategies to align with MFS company strategy.  Monitor industry trends and develops a long-term strategy/business plan for distributing MFS’ investment management services to institutional investors, consultants and professional buyers to achieve sales goals with extensive communication skills internally and externally with clients.
• Lead and manage the sales and platforms & sub-advisory team through individual and team meetings. Assign and monitor goals for the team and individual team members and oversee talent management of relevant distribution team members including training.
• Develop and implement tactical plans and approaches for achieving agreed upon results in both the sales of institutional products/pooled funds and the gathering of institutional and professional buyers’ assets.
• Work with Senior Managing Director, Relationship Management, and their teams to ensure coordination and execution of business strategy locally and with the Sr. Managing Director – Global Institutional Strategic Accounts (Consultant Relations) for local implementation of consultant strategy.
• Partner with the MFS product, compliance, legal, marketing and investment teams in all facets of the gathering and retention of assets on behalf of the firm.
• Represents region within MFS to ensure global partners are aware of local requirements and complexities.  Act as a representative on strategic projects to ensure global solutions are created and local nuance is considered.
• Partner with other Regional Heads to collaborate and share best practice in order to deliver consistent global success.
• Assume additional duties as requested.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree required. CFA/MBA strongly preferred. Advising representative registration preferred
• Minimum of 15+ years experience in the asset management industry
• Extensive experience in managing a distribution team and in distributing financial products to institutions and their consultants as well as professional buyers.
• Deep knowledge of the investment process and fixed income technical skills in particular. Knowledge of product and portfolio design that leads to facility and credibility working closely with investment managers.
• Excellent analytical, organizational, communication, management and influencing skills.
• Superbly organized with an ability to effectively prioritize and manage multiple agendas.
• Position requires registration with applicable provincial regulatory bodies.
• Travel required.
• Fluency in location language and English are important.

#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.

At MFS, we view our employees as family — and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.
 

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.