Relationship Director - Institutional Sales

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. 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.

THE ROLE

Using their discretion and judgement, works with the Senior Managing Director and other regional Managing Directors’ in developing, implementing, communicating and monitoring sales strategy for their assigned region.

Depending on region or location, the role may include deeper product‑focused coverage and client engagement in partnership with Relationship Managers to support local market and client needs.

WHAT YOU WILL DO

• Works with Managing Director to drive, develop and implement sales strategies, which align with MFS company strategy.

• Monitors industry trends, advises on company product development and develops a long-term strategy for marketing MFS' investment management to institutions to achieve sales goals. Keeps client informed of products and enhancements within MFS and relevant industry information and developments in financial markets.

• This will include designing and implementing a business plan every year.

• Builds and maintains a portfolio of opportunities in MFS fixed income, equity and other investment strategies from institutions within their allocated region. Arranges and hosts relevant and appropriate travel in support of these goals.

• Participates directly in client meetings alongside Relationship Managers, providing product‑related expertise and support as part of a team‑based coverage model.

• Works with other MFS departments to ensure successful closing of opportunities and timely and efficient on-boarding of new clients. In particular, works closely with relationship management and client service team. Acts as an advocate for MFS with each client and help lead and support efforts to retain, grow, and diversify relationships.

• Keeps client informed of products and enhancements within MFS and relevant industry information and developments in financial markets.

• To be responsible for preparing sales proposals and client meeting presentation materials by liaising and coordinating with internal parties/departments, such as RFP team, Fund/Product Managers and other related support teams.

• Ensure compliance with internal MFS regulations as well as external regulatory requirements. Escalate regulatory compliance issues in accordance with established policies and procedures to Regional Compliance Officer.

• Maintain awareness of industry trends and competitive landscape.

• Maintain proper record keeping on using MFS C360 for all sales and business activities

• Partners with the MFS product, institutional portfolio managers, portfolio managers, associate portfolio managers and research analysts when delivering presentations to prospects and clients.

• Depending on regional requirements, may take on specialist coverage for specific investment strategies (e.g. equities), including preparation of client materials and participation in review meetings.

• Maintain a high level of product expertise for both MFS and non-MFS products. Stay current on industry news, including industry publications, conferences, and seminars. Understanding of legal and regulatory issues and how to manage/articulate these to clients.

• Supports stewardship‑related client engagement and regulatory or market‑specific reporting in Japanese in collaboration with Japan Team and global partners.

• Assume additional responsibilities as requested.

WHAT WE ARE LOOKING FOR

• Bachelor's degree. Post-graduate education in a related area and/or CFA preferred.

• Minimum 8-12 years’ investment-related or financial experience with at least 5 years’ experience in direct client-relationship capacity.

• Demonstrated passion for developing and nurturing client relationships.

• Expertise in and good knowledge of global equity and fixed income markets is required.

• Excellent written and verbal communication skills as well as presentation skills.

• Solid understanding of the institutional landscape.

• A strong track record in sales and delivering exemplary client service.

• Native‑level Japanese and business‑level proficiency in English are required.

• Collegiate team player, experienced and comfortable working in an international operating environment.

• Excellent time management and prioritization skills.

• Ability to work independently and a self-starter.

• Strong work ethic.

• Demonstrate high level of integrity.

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

At MFS, we view our employees as family — and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.
 

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

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 [email protected] for assistance. 

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. 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. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.