Intern sales coordinator
2 months ago
THE ROLE
We are looking for a team player that will work with our clients and intermediaries in a dual role: having relationship management responsibilities with our group retirement clients, specifically gatekeepers and client facing investment staff as well as working with Group Advisors on supporting and promoting MFS investment strategies in the group retirement market.
WHAT YOU WILL DO
Relationship Management
- Acts as primary contact for our group retirement clients regarding all aspects of the relationship with MFS, specifically gatekeepers and client facing investment staff.
- Keeps clients informed of products and enhancements within MFS and relevant industry information and developments in financial markets.
- Interacts with other MFS departments (Client Service, Investment, Legal, Accounting, Compliance) to ensure that client needs are being met at all levels.
Sales
- Drives sales by prospecting Group Advisors, promoting MFS’s capabilities in the Group Retirement Market.
- Promotes MFS strategies that are available in the group retirement market.
- Grows MFS’s reach by seeking out new relationships in the Group Advisory Market.
- Works with client facing investment staff on providing investment level support, specifically at plan sponsor investment review, replacement searches and inclusion on recommended lists.
- Works on sales opportunities from RFP stage to final pitch that are generated from our group retirement clients.
- Provides period investment reviews, trend updates to client facing investment teams of our group retirement clients.
- Monitors industry trends, advises on company product development and develops a long-term strategy for marketing MFS' investment management to institutions to achieve sales goals. li>
- Achieve the goal of expanding fixed income business our footprint in the DC market with a focus on target date funds.
- Responsible for preparing sales proposals and client meeting presentation materials by liaising and coordinating with internal parties/departments, such as RFP team, Fund/Product Managers and other related support teams.
Other Responsibilities
- Ensure compliance of office with internal MFS regulations as well as external regulatory requirements. Escalate regulatory compliance issues in accordance with established policies and procedures to Regional Compliance Officer APAC.
- Maintain proper record keeping on CRM for all sales and business activities.
REQUIRED SKILLS, QUALIFICATIONS & EXPERIENCE:
- Minimum 8-12+ years’ investment-related or financial experience with at least 5 years’ experience in the group retirement market.
- Wholesaler mind set – will be working with intermediaries to generate sales.
- Knowledge of the Canadian Target Date landscape required to effectively find sales opportunities.
- Solid understanding of the group retirement services market – how investment decisions are made and who are the market influencers.
- A strong track record in sales and delivering exemplary client service.
- Proficiency in English mandatory, proficiency in French preferred.
REQUIRED EDUCATION/LICENSES/CERTIFICATIONS
- Bachelor's degree.
- AR-CRM registration, or CIM, or CFA level 1 highly preferred.
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