MFS

Senior Regional Consultant - Global Platforms/Wealth Management

MFS

2 months ago
California
Hybrid
Full Time
Senior
0 applicants
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MFS
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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.

Skills

Qualifications

Bachelor's DegreeFINRA Series 7FINRA Series 63CIMA (Preferred)CFA (Preferred)
MFS

About MFS

mfs.com

N/A

About MFS

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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