MFS

Senior Regional Consultant - Wealth Management

California-Remote · Senior

Sponsorship not specifiedDetected 8 days ago

CRMSalesLeadershipCommunicationCFA

About the role

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.

Conducts sales meetings and manages territorial sales efforts with investors at Enterprise RIA firms, Bank Trusts and Private Banks to promote MFS products and services.
Develops and implements sales strategies and ensure these align with MFS company goals, our purpose, and priorities.
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.
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.
maintains and updates appropriate CRM systems and stores documentation in C360 so it is accessible to all.
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.
At MFS, you will find a culture that supports you in doing what you do best.
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.
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace.
Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Bachelor's degree or equivalent experience.
8-12+ years of related experience required.
Ability to meet extensive travel requirements.
Ability to balance personal territory production with management responsibilities.
Assumes additional duties as required.

MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
$75,000.00This position is eligible for competitive commission pay.
At MFS, we believe in fair and transparent compensation.
For that reason, we're including the salary range for this position.
This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education.
In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance.

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
Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work.
We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them
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 talent_acquisition@mfs.com for assistance.

We put people first and demonstrate care and compassion for our community and each other.

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.

This listing is sourced directly from MFS's careers page and normalized into a canonical job model.