Relationship Director

2 weeks ago

Old Toronto, Ontario, Canada MFS Investment Management Full time
Strategic Relationship Director - Institutional Sales Group Retirement

MFS Investment Management, Toronto, Canada

Job Type: Hybrid | Compensation: Competitive

We are seeking a highly skilled and experienced Relationship Director to join our Institutional Sales Group Retirement team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our group retirement clients, including gatekeepers and client-facing investment staff.

Key Responsibilities:

  • Act as primary contact for group retirement clients, providing thought leadership and practice management through regular touch points, including webinars and face-to-face meetings.
  • Conduct investment governance reviews and serve as the point person for all aspects of investment queries and reviews for our clients' third-party investment platforms.
  • Develop and implement sales strategies to drive growth in the group retirement market, including promoting MFS's capabilities and products.
  • Collaborate with internal teams, including Client Service, Investment, Legal, Accounting, and Compliance, to ensure client needs are met at all levels.
  • Provide detailed investment information sessions, thought leadership, and practice management to Group Advisory Firms.
  • Work with Group Advisors to get MFS's strategies on recommended lists, searches, and mappings for replacement searches.
  • Grow MFS's reach by seeking out new relationships in the Group Advisory Market.
  • Monitor industry trends, advise on company product development, and 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 with the ability to work with intermediaries to generate sales.
  • Knowledge of the Canadian Target Date landscape required to effectively find sales opportunities.
  • Excellent written and verbal communication skills, as well as presentation skills.
  • Ability to work in a team environment and collaborate with other members of the Canadian Distribution team.
  • Proficiency in English mandatory, proficiency in French preferred.
  • Approximately 30% travel requirement.

What We Offer:

MFS Investment Management Canada is committed to an inclusive and equitable workplace. We value the diversity of people, culture, and ideas. We believe in attracting, developing, and retaining the best and brightest individuals from all segments of the population to attain business objectives.

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

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