10 часов назад
Senior Regional Consultant - Southeast Region (Miami) (Investment Management)
95 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Regional Consultant - Southeast Region (Miami) (Investment Management): Selling investment products and services through financial intermediaries across broker-dealer, regional, independent, and bank channels with an accent on territory strategy, client relationships, and regulatory compliance. Focus on prospecting new producers, managing regional sales plans, coordinating with sales and product teams, and meeting extensive travel requirements.
Location: Miami, United States; hybrid work environment with remote and onsite work
Base salary: $95,000 per year, plus competitive commission pay.
Company
provides investment products and services to individuals and institutions through financial intermediaries.
What you will do
- Sell MFS investment products and services through broker-dealer, regional, independent, and bank channels.
- Conduct sales meetings, develop territory strategies, and execute regional business plans.
- Manage client relationships as the primary contact and subject matter expert, supporting asset and client retention.
- Identify and prospect new producers, dealers, and opportunities within the Southeast region.
- Collaborate with Sales, Client Service, Product, Compliance, and Marketing teams to deliver sales goals.
- Maintain accurate CRM and client records, represent MFS at industry events, and ensure adherence to regulatory requirements.
Requirements
- Bachelor’s degree or equivalent experience.
- 8–12+ years of related experience.
- Strong interpersonal, communication, leadership, analytical, organizational, selling, and presentation skills.
- In-depth investment product and industry knowledge.
- Ability to travel extensively and balance territory production with management responsibilities.
- FINRA Series 7 and 63 registrations required in accordance with MFS licensing policy.
Nice to have
- Proficiency in English and Spanish.
Culture & Benefits
- Collaborative, people-first culture focused on strong ideas, care, and community.
- 15% employer contribution to a retirement account separate from the company-sponsored 401(k).
- Education assistance, including student loan support, tuition reimbursement, and access to discounted tutors and college coaches.
- Generous paid time off and fully paid maternity, parental, and caregiver leaves.
- Medical and dental plans, Health Savings Account contributions, commuter benefits, flexible spending accounts, wellness programs, and mental health support.
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