Investment Management Specialist

3 weeks ago

Toronto, Ontario, Canada MFS Investment Management Full time
Job Title: Sales Coordinator

At MFS Investment Management, we're committed to creating a culture that supports our employees in doing what they do best. We put people first and demonstrate care and compassion for our community and each other. Our team is looking for a skilled Sales Coordinator to join our group retirement market team.

Key Responsibilities:
  • Act as primary contact for our group retirement clients, managing relationships with gatekeepers and client-facing investment staff.
  • Keep clients informed of products and enhancements within MFS and relevant industry information and developments in financial markets.
  • Interact with other MFS departments to ensure client needs are met at all levels.
  • Drive sales by prospecting Group Advisors and promoting MFS's capabilities in the Group Retirement Market.
  • Grow MFS's reach by seeking out new relationships in the Group Advisory Market.
  • Work with client-facing investment staff on providing investment-level support, including plan sponsor investment reviews and replacement searches.
  • Monitor industry trends and advise on company product development.
  • Develop a long-term strategy for marketing MFS' investment management to institutions to achieve sales goals.
Requirements:
  • Minimum 8-12+ years' investment-related or financial experience with at least 5 years' experience in the group retirement market.
  • Wholesaler mindset, 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, including 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.
Education and Certifications:
  • Bachelor's degree.
  • AR-CRM registration, or CIM, or CFA level 1 highly preferred.

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