Help develop internal and external processes to track and manage delivery of product. These processes help to ensure timely and cost effective delivery of products. Communicate with suppliers and customers when parts of the supply chain experience delays. Work with suppliers and customers to find solutions when delays arise. Use internal and external data to understand what inventory problems our customers could face in the future.

Working on the Investment Product and Strategies team covering two different Multi-Strategy investment platforms. Helping both platforms with internal and external competitive analysis, performance data, and operational aspects of each strategy. The information gathered is to ensure the current business stays, as well as win new investment opportunities.

Consulted financial advisors and record keepers throughout Texas, Oklahoma, Louisiana, Northern California, Oregon, and Washington. Placed calls and provide information to advisors about portfolio composition, relative performance and product design; develop and maintain relationships with registered representatives to promote the sale and retention of MFS mutual funds within Defined Contribution Plans. Spent time traveling in the territory to facilitate face to face meetings with clients. Provided business development and practice management ideas to clients.

Consulted financial advisors throughout Alabama, Mississippi, Florida Pan-Handle, and New Orleans. Placed calls and provided information to advisors about portfolio composition, relative performance and product design; developed and maintained relationships with registered representatives to promote the sale and retention of MFS mutual funds, separately managed accounts, and 529 products. Spent time traveling in the territory to facilitate face to face meetings with clients. Knowledgeable on partner firm platforms. Provided business development and practice management ideas to clients.