Defined Contribution Investment Sales Co-op Spring 2027 (January - June)

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.

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 (beginning on Wednesday, January 13th through Friday June 25th, 2027), 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 DCI Sales

The Defined Contribution Investment (DCI) Sales Co-Op participant is considered to be an integral part of the DCI Team and are provided with tasks that provide tremendous educational exposure. A DCI is essentially a type of retirement fund, and is one of our most important products. This position offers a great opportunity for someone interested in starting a career in sales. The DCI Sales Co-op will assist all areas of the department on product distribution activities. In addition, 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.

WHAT YOU WILL DO

• Work with Key Accounts group to help with meeting follow ups to be exported to internals

• Any type of Salesforce data entry: Adding new DCI reps to Salesforce from lists provided from internal/external, and scheduling activities

• Lengthy literature orders to offices per request of the internal/external sales teams

• Existing literature orders placed at Harte Hanks, sending follow ups to internals.

• 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: DCI team, on a daily and monthly basis.

• Assisting with efforts with Discovery to update client information and scrub data feeds

• Working with Brightscope data to ensure accuracy

WHAT WE ARE LOOKING FOR

• Proven attention to detail and strong organizational skills.

• Strong written and verbal communication.

• Ability to manage multiple tasks and projects effectively and efficiently.

• Working knowledge of computer based programs including MS Word and Excel.

Hourly Pay Rate: $21.00-$25.00

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 [email protected] for assistance.

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.

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 [email protected] 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.