Institutional Sales Service Associate
Institutional Sales Service Associate
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Job Description
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
MFS Investment Managements Global Institutional Sales Team (MFSI) is seeking to add a Coordinator to support their Platforms/Professional Buyer Team. You will provide support communication and coordination of Platform/Professional buyer team activities in Canada. You will also develop workflow procedures and follow established processes to support both business development and relationship management activities.
WHAT YOU WILL DO
- Act as primary liaison/contact for Sales Platforms/Professional Buyer team in Toronto and other offices located in Canada.
- Interface with clients prospects and intermediaries providing appropriate firm product performance and other data on both a regular and ad hoc basis. Interface with external and internal contacts around all details logistics and materials related to final presentations consultant meetings prospect meetings and due diligence meetings. Responsible for initiation and followthrough on problem resolution and information requests.
- Create customized presentations for full spectrum of institutional investment products and related thought leadership. Demonstrate initiative in creating ad hoc materials to enhance prospects understanding of the firm and our products.
- Coordinate all aspects of Platform teams meetings and external events such as roadshows product focused events and industry conferences. Represent MFS at industry conferences/events as requested. Manage all details with event planning and external vendors working within department budget. Manage coordination and production of all materials. Act as primary contact to all external attendees to MFSI sponsored events.
- Develop communicate and implement workflow procedures relative to platform team functions. Communicate issues or trends to manager relative to workflow operational or compliance issues that arise in course of job responsibilities.
- Analyze multiple aspects of business activities on a regular basis. Determine and document trends in quarterly activity for MFSI Management Committee by product platform channel region size etc. Communicate industry trends competitive information and current search activities appropriately. Gather information for key partner profiles and platform product ratings to share with the platform/professional buyer team and senior management.
- Coordinate regular and specialized mailings to established contact lists. Use judgement in determining customized lists for targeted time sensitive communications.
- Utilize SalesLogix/other CRM database as central resource to maintain and track all platform team contacts and activities. Generate regular and custom sales/opportunity/consultant reports as necessary.
- Assist other teams within MFS Canada and perform additional duties as requested.
WHAT WE ARE LOOKING FOR
- Minimum of two years general business experience preferably in a sales marketing or financial services environment.
- Ability to work independently providing simultaneous support to several individuals.
- Strong communication organizational and interpersonal skills.
- Strong technical skills in PowerPoint/Word/Excel.
#MBLI
#LIHYBRID
At MFS we are dedicated to building a diverse inclusive and authentic workplace. If you are excited about this role but your past experience doesnt align perfectly we encourage you to apply you might be just the right candidate for this role or others.
What we offer:
MFS Investment Management Canada is committed to an inclusive and equitable workplace. We value the diversity of people culture and ideas. MFS Investment Management Canadas equal opportunity and diversity practices draw upon highly talented and skilled people whose individual competencies and creativity are recognized and appreciated. We believe we must attract develop and retain the best and brightest individuals from all segments of the population in order to attain business objectives. We are dedicated to providing accommodations for applicants with disabilities during the recruitment process. If you are contacted for an interview please advise if you require accommodations so your accessibility needs are met during the recruitment process. We thank all applicants for their interest however only candidates selected for interviews will be contacted.
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 or email 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.
Required Experience:
IC
Employment Type
Full-Time
