Greg Richardson Email & Phone Number

Boston, Massachusetts, United States

• A key member of the Relationship Management team for a dedicated group of sophisticated Institutional and Sub-Advisory platform clients, developing relationships and providing value added services• Serve as key point of contact for clients and internal business partners relating to new account on-boarding, various administrative and operational matters, client meetings, and cross sell activity• Responsible for ensuring that client needs are met on a consistent, accurate and… Show more • A key member of the Relationship Management team for a dedicated group of sophisticated Institutional and Sub-Advisory platform clients, developing relationships and providing value added services• Serve as key point of contact for clients and internal business partners relating to new account on-boarding, various administrative and operational matters, client meetings, and cross sell activity• Responsible for ensuring that client needs are met on a consistent, accurate and timely basis through clear and concise communications Show less

• Consulted with Sales and Relationship Management teams to provide customized pricing proposals for new business opportunities and client renegotiations, averaging over 250 proposals on $75B+ of assets annually• Presented proposals to senior Distribution and Finance leaders using scenario analysis, projected financial impacts, incorporating industry fee and performance data • Developed understanding of pricing considerations and investor preferences in global regional markets… Show more • Consulted with Sales and Relationship Management teams to provide customized pricing proposals for new business opportunities and client renegotiations, averaging over 250 proposals on $75B+ of assets annually• Presented proposals to senior Distribution and Finance leaders using scenario analysis, projected financial impacts, incorporating industry fee and performance data • Developed understanding of pricing considerations and investor preferences in global regional markets, specifically related to strategies, vehicles, and client types Show less

• Analyzed sales, client relationship, and investment strategy specific data, creating routine and ad hoc summaries used by senior firm leadership to drive informed decision making• Developed deep understanding of Institutional sales and relationship management processes

• Partnered with distribution colleagues to maintain sales and client data for use in CRM system, ensuring presentation of actionable information with a high attention to detail

• Represented MFS as first point of contact for financial advisors and shareholders with wide-ranging questions and needs relating to trading, account maintenance, and account performance