Full-Time

Relationship Director

Institutional Relationship Management

Confirmed live in the last 24 hours

MFS

MFS

1,001-5,000 employees

No salary listed

Senior, Expert

Toronto, ON, Canada

Hybrid work environment (remote/onsite)

Category
Asset Management
Investment Banking
Finance & Banking
Required Skills
Fixed Income Securities
Requirements
  • Bachelor’s degree required
  • Post-graduate education in a related area and/or CFA or MBA preferred
  • 10-15 years of institutional investment related or financial experience
  • At least 8 years' experience in a direct client relationship capacity
  • Demonstrated capabilities in developing and nurturing institutional client relationships
  • Previous experience working with institutional fixed income clients
  • Knowledge of domestic and foreign financial markets and products required
  • Expertise and experience in both public market equities and fixed income
  • Ability to work in a team environment across a variety of operating functions globally at MFS
  • Excellent written and verbal communication skills as well as presentation skills
  • Appropriate Canadian Registration (Advising Representative or Associate Advising Representative)
Responsibilities
  • Act as primary contact for clients regarding all aspects of the relationship with MFS
  • Anticipate and develop opportunities to expand and strengthen the client relationship
  • Educate clients through relevant MFS thought leadership pieces and multi-disciplinary capabilities of MFS
  • Develop and maintain client action plans that include an overview of the relationship
  • Deepen institutional support at the client organization by developing additional executive contacts
  • Anticipate risks to client relationships and take steps to protect them
  • Serve as the primary client advocate when interacting with other MFS teams
  • Oversee all aspects of client meeting preparation with internal teams, execution, and follow-up
  • Keep appropriate parties abreast of client needs and developments
  • Work with Investment Team to ensure investment presentations meet client needs
  • Responsible for client visits to MFS offices
  • Work with transition team to smoothly establish new relationships
  • Support initiatives associated with client conferences and firm sponsored events
  • Assume additional responsibilities as requested
Desired Qualifications
  • Post-graduate education in a related area and/or CFA or MBA preferred

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1924

Simplify Jobs

Simplify's Take

What believers are saying

  • MFS's flexible fund aligns with investor demand for diversified strategies.
  • Laura Reardon's addition strengthens MFS's emerging market debt team.
  • MFS's retirement plan enhancements attract clients amid economic uncertainties.

What critics are saying

  • Bryan Hall's departure may disrupt MFS's fixed income management.
  • New leadership may cause strategic shifts unsettling existing operations.
  • Launching new products may stretch MFS's resources and focus.

What makes MFS unique

  • MFS launched a Global Flexible Multi-Asset fund for strategic asset allocation.
  • Andrew Kitchen's appointment boosts MFS's Canadian distribution capabilities.
  • Vivian Tung's hiring signals MFS's entry into the growing ETF market.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Holidays

Parental Leave

Wellness Program

401(k) Retirement Plan

401(k) Company Match

Hybrid Work Options

Company News

Fund Selector Asia
Mar 7th, 2025
MFS launches global flexible multi-asset fund

MFS Investment Management (MFS) has launched the MFS Meridian Funds - Global Flexible Multi-Asset fund, a flexible investment strategy that aims to capture alpha through strategic asset allocation, tactical flexibility and bottom-up security selection over the full global economic cycle.

PR Newswire
Jan 23rd, 2025
Sun Life And Affiliated Companies Donate $225,000 In Support Of California Wildfire Relief Efforts

WELLESLEY, Mass. and TORONTO, Jan. 23, 2025 /PRNewswire/ -- Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) announced today that it is supporting people affected by the wildfires in California with $225,000 in donations to multiple community organizations providing services to affected areas across Los Angeles County. The wildfires in the Los Angeles area are among the largest there in recent history, burning more than 30,000 acres and destroying thousands of homes.Local donation recipients are:YMCA of Metropolitan Los Angeles Community Impact Fund which is providing essential items, access to showers, food, wi-fi, and free childcare, including for first responders.The Los Angeles Unified School District Education Foundation's Emergency Relief Fund which was started to support both short- and long-term needs of the school communities impacted by the wildfires. The fund focuses on providing financial assistance to students and families, resources for students, and mental health support.In addition to local community groups, Sun Life affiliated companies SLC Management and BGO (part of SLC Management) are contributing to the American Red Cross

Pensions & Investments
Jan 17th, 2025
MFS Investment Management names head of Canadian distribution

Andrew Kitchen has joined MFS Investment Management as a senior managing director and head of Canadian distribution, effective immediately.

Fund Selector Asia
Dec 19th, 2024
MFS adds to its EMD team

MFS Investment Management (MFS) has appointed Laura Reardon as a fixed Income institutional portfolio manager (IPM) within its emerging market debt (EMD) team, which covers markets such as China, India, Malaysia and the Philippines.

FI Desk
Sep 6th, 2024
Bryan Hall swaps MFS for Maple Capital Management

Bryan Hall has left MFS Investment Management after more than two decades, joining maple capital Management as a fixed income portfolio manager.