Defined Contribution Strategist Sales Enablement

THE ROLE

MFS is seeking a dynamic and experienced professional to lead our Defined Contribution (DC) Sales Enablement team. This individual will play a pivotal role in driving sales and retention initiatives working closely with senior leadership to identify create oversee and execute strategic plans. The role requires a strong background in Defined Contribution recordkeeping and sales strategy as well as the ability to collaborate across multiple distribution verticals including with retail and institutional sales teams.

The individual will also partner with investment product marketing and other internal teams to strengthen MFS brand in the marketplace. This role involves client engagement participation in industry conferences and leveraging data to enhance sales and retention efforts.

KEY RESPONSIBILITIES

• Collaborate with senior leadership to develop and execute a comprehensive business plan focused on the DC marketplace uncovering new relationships and increasing sales with existing clients
• Align strategic initiatives with sales and retention goals to maximize impact across all distribution verticals.
• Highlight & leverage MFS QDIA Go to Market Strategy in order to increase market-share growth in the firms proprietary TDF offerings as well as to lead the creation & deployment of co-manufactured / sub-advised solutions; candidate will work with internal & external legal compliance marketing product teams etc. to build market and distribute these broadened capabilities
• Design and oversee sales and retention campaigns from inception to completion.
• Collaborate with marketing product and sales teams to ensure alignment of messaging and materials with business objectives.
• Monitor and analyze campaign performance providing actionable insights for continuous improvement.
• Leverage existing and third-party data sources to build actionable models for sales relationship management and strategic account teams.
• Utilize segmentation work to identify opportunities across clients prospects and strategic accounts.
• Create compelling presentations sales collateral and other resources to support client meetings and engagements.
• Ensure all materials are compliant with regulatory requirements and aligned with MFS brand standards.
• Represent MFS at industry events forums and symposiums serving as a thought leader and advocate for the firm.
• Cultivate a network of Sales Enablement peers outside of MFS to identify industry trends data sourced best practices and gaps in MFSs tech and tools and data sources to excel in a competitive market.
• Work with all Distribution Global Strategic Accounts and Product teams to align efforts and drive sales & retention success.
• Assist marketing in digital strategy by helping them focus on the most beneficial relationships for efforts in certain market segments with a deep understanding of the client to connect opportunity with the best digital array.

WHAT WE ARE LOOKING FOR

• Bachelors degree with 6-8 years of Defined Contribution recordkeeping and sales enablement experience.
• Proven ability to analyze data identify trends and make data-driven decisions to drive sales and retention.
• Exceptional presentation and communication skills with the ability to engage and influence stakeholders at all levels.
• Demonstrated ability to collaborate across departments and build strong internal and external relationships.
• Highly proactive and self-motivated with a demonstrated ability to uncover and act on sales opportunities independently.
• Strong project management skills with the ability to oversee multiple initiatives simultaneously and deliver results on time.
• Proficiency in CRM tools sales enablement platforms and Microsoft Office Suite.

LICENSES/CERTIFICATIONS

• FINRA Series 7 & 63 required.

• FINRA Series 24 preferred.

ADDITIONAL INFORMATION

• This role requires up to 25% travel to engage with clients prospects and participate in industry conferences.
• The ideal candidate will have a passion for the Defined Contribution business and a commitment to driving MFS success in the marketplace.

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