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
• 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
• 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