Regulatory Lead Specialist

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

Supports MFS attorneys with respect to their work on investment advisory and retail distribution matters, as well as MFS retirement plan and welfare benefit plan matters. This role will be on a cross-functional team and will be expected to handle matters in multiple areas, including employment-related matters. Given the breadth of the coverage, training will be provided on areas which are new to the candidate.

WHAT YOU WILL DO

• Support and eventually take responsibility for the filing of MFS’s Form ADV.

• Handle projects and other regulatory filings related to MFS’s investment advisory and retail distribution business.

• Review MFS welfare plan and retirement plan documents and work with counsel to amend plan documents, as needed. 

• Create plan-related documents, such as the Summary Plan Descriptions for MFS retirement plans and revise as needed.

• Provide guidance to internal teams on matters related to the MFS retirement plans and welfare plan, including with respect to ERISA and the Internal Revenue Code.

• Participate on a cross-functional team and handle additional responsibilities on matters that support attorneys who handle employment, investment advisory and retail distribution-related topics (with training). 

• May oversee the work of more junior paralegals.

• Assumes additional responsibilities as required.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree or equivalent years’ work experience with 5-6+ years of legal or regulatory experience.

• Strong knowledge of relevant technological systems employed by MFS.

• Demonstrated ability to work effectively with employees and outside parties at all organizational levels.

• Strong interpersonal, communication, problem-solving and time management skills are required.

• Ability to work on multiple projects simultaneously while meeting deadlines.

#LI-JN1

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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:

• Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
• Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
• Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
• Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
• Life & Disability Benefits: Company-paid basic life insurance and short-term disability
• Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

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 Affirmative Action and 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 and Pay Transparency Nondiscrimination Provision, linked for your reference.