Relationship Director

2 days ago


Little Rock, Arkansas, United States MFS International Australia Pty Ltd Full time
About the Role

MFS International Australia Pty Ltd is seeking a skilled 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 regarding all aspects of the relationship with MFS.
  • Conduct investment governance reviews and provide expert advice on investment queries and reviews.
  • Develop and implement strategies to deepen client relationships through thought leadership and practice management.
  • Stay up-to-date on industry trends and developments in financial markets, and communicate relevant information to clients.
  • Collaborate 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.
  • 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.
Requirements
  • Minimum 8-12+ years' investment-related or financial experience with at least 5 years' experience in the group retirement market.
  • Wholesaler mindset and 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.
About Us

MFS Investment Management Canada is committed to building a diverse, inclusive, and authentic workplace. We value the diversity of people, culture, and ideas. MFS Investment Management Canada's equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated.



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