The Senior Regional Consultant - Wealth Management will sell MFS Investment products and services through Enterprise RIA firms, Bank Trust, and Private Bank intermediaries in California, Nevada, and Hawaii.
Responsibilities
Serve as single point of contact and subject matter expert to MFS clients. Responsible for managing and responding to their needs in a timely manner. Develops and implements relationship strategies with clients.
Works with all areas of the MFS Sales team including Internal Sales, Client Service, Product, Marketing and compliance to execute on the territory business plan.
Provides top quality service to accounts to ensure growth and retention of assets and clients.
Builds sales by identifying and prospecting new producing firms. Identifies and develops new relationships within the region. Engages regional partners at major RIA custodial forms to help foster new business relationships.
Ensures all data on clients in the region/territory are recorded and correct; maintains and updates appropriate CRM systems and stores documentation in C360 so it is accessible to all.
Adheres to timely submission of expense reports. Assumes additional duties as required.
Requirements
Bachelor's degree or equivalent experience.
8-12+ years of related experience required.
Strong interpersonal, communication, and leadership skills.
Strong analytical, organizational, selling, and presentation skills.
In depth product and industry knowledge.
Ability to meet extensive travel requirements.
Ability to balance personal territory production with management responsibilities.
REQUIRED LICENSES/CERTIFICATIONS
Position requires FINRA Series 7 and 63 licenses.
PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE
CIMA, CFA preferred.
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Base Salary: $75,000.00
This position is eligible for competitive commission pay.
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
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if yo
Benefits
Health insuranceDental insurance401(k)Flexible scheduleEquity / stock optionsParental leave
Additional Information
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 · CA