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FALL 2024 - Financial Sales Co-ops (6 Months)

MFS Investment Management

MFS Investment Management

Accounting & Finance, Sales & Business Development, Operations
Boston, MA, USA
Posted on Monday, January 22, 2024

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.

Sales and Sales Strategy Co-ops

MFS is a global investment management firm focused on creating long-term value responsibly by doing what’s right for our clients every day. Our rich history dates to 1924, when our founders invented the mutual fund. Since then, collaboration and innovation have fueled our success. Our unwavering commitment to finding the best, most durable investment opportunities is what sets us apart – and our success is grounded in our unique approach, disciplined philosophy and collaborative culture.

THE ROLE

Joining our team provides opportunities to share your voice and talents, tackle challenging problems, create solutions and collaborate with dedicated co-workers. This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including:

  • Co-Op New Hire Orientation
  • Senior Leadership Speaker Series
  • Social & Networking Events
  • Presentation Challenges

At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how sales works at an asset manager.

MFS co-op positions are a 6-month commitment, working Monday – Friday (July 9th, 2024 – December 20th, 2024), and work between 35-40 hours. Our program is designed for undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements.

About Sales Co-ops

At MFS, our sales units are aligned with our clients. MFSI (MFS Institutional Advisors, Inc.), offers a range of equity and fixed-income products through institutional vehicles and separately managed accounts. MFD (MFS Fund Distributors, Inc.) holds our retail teams that offer MFS mutual funds and managed account products to U.S. based customers.

Our sales co-ops are considered to be an integral part of the team and are provided with tasks that provide tremendous educational exposure. These positions offer a great opportunity for someone interested in starting a career in sales. The co-ops will assist all areas of the department on product distribution activities. In addition, the co-ops will gain a fundamental understanding of the financial services industry by working with numerous stakeholders of the organization. The environment is fast paced, dynamic, fun and engaging.

Positions in Sales include:

  • Institutional Sales Co-op
  • Inbound Sales Co-op
  • DCI Sales Co-op

WHAT YOU WILL DO

  • Utilizing Salesforce CRM database as central resource to maintain and track all appropriate contacts and activities. Generating regular and custom activity/opportunity/consultant reports as necessary. Thinking creatively about how the team can best leverage the CRM system to meet sales goals.
  • Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes and creating labels.
  • Scheduling and setting up for meetings, booking conference rooms, organizing video conferencing needs.
  • Running call reports for the team on a daily and monthly basis.
  • Further strengthen public speaking skills by presenting an MFS sales pitch among your peers and management for evaluation and constructive criticism

WHAT WE ARE LOOKING FOR

  • Seeking students with a strong interest in financial services, ideally in sales and marketing. Creativity, flexibility, and a sincere interest in learning are highly valued.
  • Strong Excel and PowerPoint skills.
  • Team-oriented, yet able to work independently, providing simultaneous support to several individuals.
  • Strong communication, organizational and interpersonal skills, with a keen attention to detail.
  • Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment.

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.

#LI-HYBRID

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

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.