Want to be notified the moment a job has been posted? Setup Job Alerts

Relationship Director of Institutional Sales

MFS Investments

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 Acting as a relationship manager and sales Director for MFS clients. developing and maintaining a close and direct relationship with clients.

Gathers and retains assets from new and existing clients. WHAT YOU WILL DO Relationship Management Acts as primary contact for clients regarding all aspects of the relationship with MFS. Maintains, expands, and communicates knowledge of all client's needs, concerns and overall satisfaction with MFS, through frequent contact (direct, written, and verbal).

Provides same services to client consultant, as necessary. Retain and gather new assets from clients. Anticipates and develops opportunities to expand and strengthen the relationship.

Know client's evolving and changing investment needs and initiate action to capitalize on them. Involves other MFSI personnel as necessary in this process. Anticipates risks to the relationships, take steps to protect them, and keeps manager appraised.

Develops additional executive contacts other than those directly involved in the relationship, making the firm's expertise on a broad range of subjects available to the client as appropriate. Introduces clients to key MFS personnel to broaden the relationship. Interacts with other MFS departments (Client Service, Investment, Legal, Accounting, Compliance) to ensure that client needs are being met at all levels.

Maintain regular contact with consultants. Sales Drives, develops and implements the business strategies. Works with Managing Director of MFS to develop and implement sales strategies, which align with MFS company strategy.

Monitors industry trends, advises on company product development and develops a long-term strategy for marketing MFS' investment management to institutions to achieve sales goals. This will include designing and implementing a business plan every year. To develop relationships and secure business opportunities with prospective institutional clients, including but not limited to official institutions, insurance companies, family offices, defined benefit pensions schemes and charities.

To achieve the goal of expanding fixed income business. Keeps client informed of products and enhancements within MFS and relevant industry information and developments in financial markets. To be responsible for preparing sales proposals and client meeting presentation materials by liaising and coordinating with internal parties/departments, such as RFP team, Fund/Product Managers and other related support teams.

To work closely with Marketing Team for marketing eve.


Date27 August 2023

Location -

type -

Salary -

Sales Jobs


We're not around right now. But you can send us an email and we'll get back to you, asap.

Copyright © NZRelo™ 2023. All Rights Reserved.


We help Kiwis living in Australia buy their own piece of New
Zealand,be it for investment or to live one day.


Forgot your details?