Jim Adams
Senior National Account Manager @MFS Investment Management
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WORK HISTORY
Senior National Account Manager @MFS Investment Management
Boston, MA, US
Consult financial advisors and home office personnel of broker dealers throughout the United States. Place calls and provide information to staff 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, separately managed accounts, and 529 products. Spend time traveling in the territory to facilitate face to face meetings with clients. Knowledgeable on partner firm platforms. Provide business development and practice management ideas to clients.
SKILLS
ABOUT JIM ADAMS
MFS Investment Management is an active, global asset manager with a uniquely collaborative approach to build better insights for clients. Its investment approach has three core elements – integrated research, global collaboration, and active risk management. Through the combined application of these three principles, the firm works to deliver durable investment solutions for the individual and institutional investors it serves.
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