Internal Wholesaler

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 discretion and judgment, the Internal Wholesaler assists in developing and maintaining relationships, while identifying new opportunities with financial intermediaries distributing MFS products. Working closely with sales directors, the role supports territory management through proactive client engagement, market and competitor awareness, sales idea generation, business development activity, sales coordination, and disciplined use of CRM. This role provides information regarding markets, portfolio positioning, and performance, while helping to promote the sale and retention of MFS products through a high standard of client service. WHAT YOU WILL DO Help drive new sales for MFS and maintain current asset levels by developing relationships with existing clients and identifying new business opportunities. Provide sales support to Directors in the management of key client relationships and the development of new accounts. Work closely with Directors to ensure clients receive high-quality service in an efficient, accurate, and timely manner. Assist in developing and implementing ideas to generate new sales opportunities, increase client engagement, and position MFS products effectively across the territory. Coordinate business development efforts to uncover opportunities with prospective and existing clients. Coordinate sales activities with Directors, Internal Sales Manager, and other departments across the company, including conference calls, client meetings, roadshows, follow-up activity, and other territory initiatives. Understand and respond to client questions regarding economic conditions, market trends, portfolio positioning, fund performance, and product design. Prepare and send requested literature, presentations, hypothetical illustrations, and other sales support materials to prospective and existing clients. Use CRM systems to maintain accurate client records, record client interactions, support pipeline management, track follow-up activity, and identify new opportunities. Take ownership of smaller accounts and help clients progress through the sales cycle. Support additional responsibilities and projects as requested. WHAT WE ARE LOOKING FOR Fluent in Spanish & English. 2–5+ years of industry experience required. Degree educated or equivalent experience. Experience within sales, client service, or related roles at a financial services firm. Demonstrated ability to work independently with a high degree of integrity. Strong organizational, planning, and time management skills are required. Ability to manage multiple priorities in a fast-paced environment while maintaining strong attention de detail. Self-motivated, proactive, and result-oriented individual with strong communication and relationship-building skills. Demonstrated sales skills, including client engagement, identifying opportunities, offering solutions, and maintaining ongoing relationships with brokers and clients. Interest in financial markets and investment products, with the ability to communicate product-related concepts effectively. Experience using CRM systems and maintaining accurate client activity records. #LI-HD1 #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. What we offer: 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.