Senior Regional Consultant - Global Platforms/Wealth Management
MFS(1 month ago)
About this role
A Senior Regional Consultant — Wealth Management at MFS sells investment products and services to Enterprise RIA firms, Bank Trusts, and Private Banks across California, Nevada, and Hawaii. The role serves as a client-facing territory lead and subject-matter expert who aligns regional strategies with MFS business objectives. It supports firm-wide distribution efforts and contributes to asset growth and client retention.
Required Skills
- Sales
- Relationship Management
- Prospecting
- CRM
- Presentations
- Regulatory Compliance
- Territory Management
- Product Knowledge
- Analytical Skills
- Communication
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 63
- CIMA (Preferred)
- CFA (Preferred)
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