Relationship Manager - Institutional Relationship Management
Relationship Manager - Institutional Relationship Management
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
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
We are seeking a dedicated and dynamic Relationship Manager to work with our Institutional clients. The Relationship Manager develops and maintains a close and direct relationship with the client and their associated representatives. Retains existing relationships while striving to diversify and grow relationships.
WHAT YOU WILL DO
Acts as primary contact for clients regarding all aspects of the relationship with MFS. Maintains and expands knowledge of clients needs concerns and overall satisfaction with MFS through written verbal and face to face contact. Provides similar services to relevant field consultants and field keepers (record keepers).Client coverage will expand to bigger clients as time passes.
Works closely with the investment team to help effectively communicate the MFS story which includes educating client on multi-dimensional service capabilities and diversifying strategies for the MFS business that meets their needs. Keeps client current to relevant issues and enhancements regarding MFS their portfolio and the broader markets.
Provides expertise on the client and their business. Works to be deeply knowledgeable on the clients issues and to best position MFS to be a successful partner. Understands if and when the relationship is at risk and how to mitigate this business risk.
Interacts as a complete team player with other MFS departments including investment legal accounting compliance transition management etc. to ensure that client needs are being met at all levels.
Organize prepare and participate in portfolio review meetings. This will include preparing the background information organizing internal preparatory conference calls taking notes during meetings and attending to post-meeting follow ups.
Possesses and maintains strong technical understanding of MFS strategies and how they relate to the current competitive landscape to better position retain and cross sell MFS strategies.
Keeps appropriate parties (Sales Marketing Portfolio Management MFS Management) abreast of client needs and developments to ensure that goals are met and client satisfaction remains very high.
Participates in gathering and using client feedback both formal and informal to enrich the client experience and the MFS business including attending industry forums and conferences.
At direction of manager provides support to RM team by working on group-wide/project issues.
Market intelligence: Maintain awareness of industry trends and competitive landscape.
Assist in gathering information on prospects and clients and assist in arranging for appointments.
Assist in all logistics regarding business trips (including itinerary and background information etc.) and conferences.
Assist in the regional MFS or industry conferences (physical and virtual).
Liaising with colleagues from other offices on client or product matters.
Arranges cross-sales presentations demonstrations and site visits for consultants and plan sponsor in conducting these with colleagues and host independently as necessary.
May be required to participate in industry forums and in targeted press events as required.
WHAT WE ARE LOOKING FOR
Bachelors degree required. CFA however MBA and post graduate work also beneficial.
6-8 years of investment related or financial experience with at least 6 years of experience in direct client-orientated capacity.
A passion for the investment management business.
Knowledge of defined contribution markets and products required.
Excellent verbal presentation skills and written communication skills required.
Creative thinker who has the ability to operate autonomously while working in broad team dynamics.
Strong interpersonal skills with desire of developing client-oriented relationships.
Ability to set priorities and meet deadlines. A deep curiosity of our business and industry so we can improve how we can assist our clients while also improving the MFS business.
Willingness to travel up to 40% of the time to attend client related meetings.
Position requires FINRA Series 7 registration in accordance with MFS licensing policy.
#LI-JN1
#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 doesnt align perfectly we encourage you to apply - you might be just the right candidate for this role or others.
What we offer:
- Generous time-off provided: including Responsible time off for many roles paid company holidays when the US Stock Exchange is closed plus paid volunteer time
- Family Focus: Up to 20 weeks of paid leave for new parents back-up care program dependent care flexible spending account adoption assistance generous caregiver leave
- 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 fitness center discounts and more
- Life & Disability Benefits: Company-paid basic life insurance and short-term disability
- Financial Benefits: 401(k) savings plan Defined Contribution plan- 15% of base salary invested into the Plan competitive total compensation programs
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:
Manager
Employment Type
Full-Time
