Senior Strategist - Investment Product 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

The Senior Strategist - Investment Product Specialist (IPS) is a member of the Global Product team. The role serves as a product expert and business leader on specific MFS strategies with a primary focus on institutional and intermediary distribution channels.

The IPS collaborates with a broad group of functions across the organization, such as investment management, distribution, marketing, legal, compliance and operational groups, to position and support assigned capabilities with the objective of growing and retaining assets.

The role is responsible for all aspects of investment product management, including conducting product presentations, leading internal training sessions, performing competitive analysis, supporting product development efforts, overseeing the creation and maintenance marketing collateral, supporting the RFP process, writing portfolio positioning and attribution commentary, reviewing performance composites, auditing consultant database as well as other ad-hoc activities.

What you will do

Serve as the product expert on assigned capabilities to support the MFS sales, consultant relations, relationship management, and client service teams with the objective of retaining and growing assets under management. Maintain a comprehensive understanding of the capital market environment, MFS investment process, portfolio positioning and performance attribution.

Deliver in-depth product presentations to clients, consultants, and prospects. Traveling may be required up to 50% of the time. Assess the strengths and weaknesses of assigned products. Conduct detailed competitive analysis to best position strategies in the marketplace.

In conjunction with the distribution and investment teams, develop and execute a strategic plan for existing products as well as new product development ideas. Work collaboratively with investment management to ensure active, enthusiastic support of the sales, marketing and client service process.

Oversee the development and maintenance of investment marketing and client materials including presentations, product profiles, RFP responses, client reporting packages and quarterly performance commentary. Includes active participation in sales and client service efforts, including completing investment-related client requests, and providing “behind-the-scenes” support.

Works closely with global distribution partners to develop strategies for business retention. This includes developing appropriate measures for analyzing performance and articulating verbally and in written form the rational for strategy positioning and performance. Provide industry intelligence to senior management to ensure that products, extensions of products, and new products meet market demand.

Develop training materials related to investment capabilities and lead in ongoing strategy training sessions. Work with the performance team to monitor and maintain performance composites.

What we are looking for

• 8-12+ years of investment management experience with a strong preference for in depth product management experience. Exhibit strong written and verbal communication skills, including demonstrated presentation skills. Have the ability to work effectively with a variety of functions across the organization and at varying levels, including distribution, investment management, marketing, compliance, legal and operational teams. Have a deep understanding and interest in capital markets. Have a strong understanding of active investment processes, and the ability to effectively communicate an investment process to external audiences. Have the ability to analyze, interpret and translate performance attribution reports into written commentary. Understanding the complexities of global institutional, US retail and non-US retail marketplace and their respective differences is beneficial. Extensive project management experience with the proven ability to organize and coordinate multiple projects simultaneously and meet deadlines. The ability to work effectively in a team-oriented environment. The ability to function with a high degree of independence in a fast-paced, deadline-driven environment. Willingness to travel to attend applicable industry conferences, sales presentations, and client meetings. The position will require the appropriate licensing and registrations in accordance with MFS' licensing policy. PREFERRED QUALIFACTIONS Having an MBA and/or being a CFA charter holder is preferred. The ability to speak multiple languages is also desired. #LI-JN1 Base Salary: $140,000.00 This position is eligible for competitive commission pay. At MFS, we believe in fair and transparent compensation. For that reason, we’re including the salary range for this position. This range reflects our good-faith expectation for what we’ll pay depending on the candidate’s experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps
• Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we’ll be happy to discuss them #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. 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 talent_acquisition@mfs.com 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. For almost a century, investors around the world have trusted MFS to achieve their investment goals. Since 1924, when our founders invented the mutual fund, collaboration, a long-term focus and skilled active research have fueled our success. As a leading global investment manager, we hire employees who share our values, align with investors who share our long-term philosophy, and always act in the best interest of our clients. Click the link below to return to Job Search Home Page: https://mfs.wd1.myworkdayjobs.com/MFS-Careers