Director - Subadvisory Relationships

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.

Based in Toronto, you will work within a collaborative team environment supporting our Canadian subadvisory clients. The Director - Subadvisory Relationships will be responsible for being a key contact providing subadvisory clients with resources to help support the promotion and growth of our subadvisory mandates. Your strong industry knowledge will be required to support ongoing investment governance/due diligence meetings with subadvisory clients. In addition, you will be a liaison for subadvisory clients to help support their marketing and sales initiatives of subadvisory mandates. Furthermore, the Director - Subadvisory Relationships will also provide market intelligence and have a strong grasp of the Canadian retail landscape, including the role of a sub-advisor and product vehicle trends to understand how to prioritize growth opportunities with subadvisory clients.

Responsible for maintaining strong strategic partnerships with representatives from subadvisory clients’ marketing, product, distribution and investment manager research teams.

• Organize and coordinate MFS resources for client roadshows, events, due diligences, webinars, recommended list opportunities and strategy updates
• Coordinate internal resources (IPS, IPMs) for subadvisory support of investment speaking engagements, such as strategy and macro updates
• Identify potential MFS retail materials that could be leveraged with subadvisory relationships
• Answer client requests and questions such as portfolio related information with internal product team

• Organize due investment diligence meetings as requested by clients
• Showcase MFS strategies to manager research teams/gatekeepers for subadvisory opportunities

• Hold meetings with client distribution teams on MFS Value Proposition and Products as well as thought leadership
• Provide training to distribution staff on ‘go to market’ product launches, identifying key differentiators and effective strategy positioning

• Stay abreast of industry trends by reviewing industry publications such as Investor Economics, examine IIROC trends including AUM by asset class, statistics on sales numbers and cash flows per asset class
• Provide analytics on OKR’s, activities, initiatives to leadership team

• Work on subadvisory product development opportunities, including market case, feasibility, execution and go-to-market strategy
• Showcase/present MFS thought leadership and practice management to clients and their intermediaries
• Assist clients with gatekeeper initiatives such as recommended list opportunities
  

• Bachelor's degree. CIM or CFA preferred.
• Minimum 8 years’ investment-related or financial experience in retail market/wealth management preferred with at least 3 years’ experience in direct client-oriented capacity.
• Knowledge of domestic and foreign financial markets and products required.
• Excellent written and verbal communication skills as well as presentation skills.
• Ability to set priorities and meet deadlines.
• Ability to operate autonomously and enjoy working in a collaborate team environment.
• Ability to be registered with Securities Commissions as ‘Associate Advising Representative' or 'Advising Representative.'
• Very strong interpersonal skills and passion for developing client relationships.
• Travel required.
• Ability to speak in French preferred.

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*This range represents base and incentive compensation

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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.