Investment Management Professional

7 days ago


Étreux, Hauts-de-France, United States MFS Investment Management Full time

About MFS Investment Management

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We are a leading investment management company dedicated to delivering exceptional returns to our clients. Our team is passionate about building a culture that supports and empowers our employees to succeed.

MFS offers a hybrid work environment, combining the benefits of remote and onsite work. This role is not eligible for sponsorship and applicants must be currently authorized to work in the United States on a full-time basis.

Salary

The estimated annual salary for this position is $60,000-$80,000 depending on experience and qualifications.

About the Role

This Retail Internal Associate position plays a key role in building our sales pipeline by engaging with advisors and displaying extensive knowledge of the market and MFS products.

Key Responsibilities:

  • Interface with internal sales representatives and wholesalers to provide firm, product, performance, and other data on a regular and ad-hoc basis.
  • Schedule and coordinate meetings and events with financial advisors and external wholesalers.
  • Respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market-related questions.
  • Create sales leads for all distribution channels by providing information on MFS while engaging advisors with appropriate questions to uncover more sales opportunities.
  • Assist with backup support in the absence of an internal wholesaler, including making thank-you calls and assisting with service matters.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree or equivalent experience in a related field.
  • Strong verbal communication, organizational, and interpersonal skills.
  • An ability to work independently and provide simultaneous support to several individuals.
  • A strong attention-to-detail and analytical mindset.
  • Licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy.
Benefits

MFS offers a comprehensive benefits package, including:

  • Generous time-off provided, including paid company holidays and volunteer time.
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, and dependent care flexible spending account.
  • Health and Welfare: Competitive medical, vision, and dental plans, plus tax-free health savings accounts with company contributions.
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, and fitness center discounts.
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability.
  • Financial Benefits: 401(k) savings plan and Defined Contribution plan.


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