Sales

The following positions are available in this department:

• Managing Regional Director, Independent Channel
• Investment Consultant, Independent Channel
• Regional Director, Wealth Solutions

Overall Summary

Cultivate and service relationships with key advisors with the purpose of positioning and/or cross selling Natixis products and services in the Independent Channel.

Major Responsibilities

• Identify, develop, and maintain professional sales relationships with financial advisors at National Independent firms.
• Represent all Natixis strategies in multiple lines of business including Separate accounts, no load and load mutual funds, and institutional full fee accounts in National Independent firms.
• Meet/exceed territory sales.
• Develop and execute a team business plan that incorporates team members and other Natixis resources.

Experience/Skills Required

• Highly Skilled communicator/presenter of market/portfolio information
• Ability to build and service long-term, quality relationships with a broad range of advisors
• Must be able to clearly articulate a portfolio's investment discipline and process to a range of clients
• Thorough knowledge of domestic and international markets, with the ability to speak to current trends, themes, or commentary
• Territory/business/time/budget management skills a must
• Ability to develop and communicate a business plan to team members for the purpose of achieving sales goals
• Effective use of business analytics to prioritize territory coverage
• Thorough understanding of National Independent firm platforms and goals

Experience/Skills Preferred

• 5 years of successful sales experience (external experience required)
• Experience in selling multiple lines of business – Separate Accounts, funds, etc.
• Advanced industry related designations
• Experienced presenter
• Proven networking skills
• Work on team or in team based environment
• Consultative sales approach
• Knowledge of and relationships with National Independent firms preferred

Overall Summary

Reporting to the Sales Manager, National Sales, the Investment Consultant (IC) is responsible for a variety of tasks that include both internal and external sales.

Major Responsibilities

• Work with Managing Regional Director and Regional Director to formulate and execute territory business plan.
• Cultivate relationships with financial representatives via phone contact.
• Initiate outbound marketing phone calls to broker dealer community to market and sell firm products; convey sales ideas; provide product information; and gather marketing data.
• Consult with brokers to understand needs and cross sell products as appropriate.
• Utilize extensive industry knowledge and experience to achieve and surpass established sales goals within the territory.
• Provide service to brokers including hypothetical reports and research as needed.
• Travel within territory (minimum of 2 times/year).

Experience/Skills Required

• Bachelor's Degree or equivalent work experience
• Series 6 license
• 2 years of prior financial services experience
• Knowledge of financial marketplace
• Team oriented, ability to effectively manage time, strong communication skills
• Ability to travel
• Ability to work extended hours if necessary (sales meetings)

Experience/Skills Preferred

• Prior experience working with the broker dealer community
• Prior sales experience

Overall Summary

The Regional Director will provide regional sales coverage, cultivating and maintaining relationships with our RIA, defined contribution and sub-advisory clients and prospects. RD activities will include travel, phone work, prospecting, marketing support, sales support, and service of existing relationships.

Major Responsibilities

RIA Sales

• Identify Prospect Firms within territory and investment decision-makers within those firms.
• Profile firm structure and organization with an emphasis on portfolio construction and maintenance.
• Provide service with respect to existing NGA strategies employed with an emphasis on cross-selling additional NGA strategies.
• Understand and cultivate relationships at major custody platforms.
• Work collaboratively with Regional Vice-President to implement most efficient coverage model.
• Promote Active Investment Advisors and other focused Natixis strategies at industry conferences and working groups to gain new prospects; actively promoting guest speakers and coordinating events.
• Work with Portfolio Metrics and Investment Services Groups to best utilize their service to gather assets.

Defined Contribution

• Work with Defined Contribution wholesalers, inside sales, relationship managers and client management to promote our funds on DC platforms.
• Cover selected gatekeepers to expand and enhance Natixis and affiliate products placement within platforms.
• Provide marketing support, sales ideas, competitive information, and analytics to key sales people at partner firms.
• Work with DC team members to assist service requirements and ad hoc requests.
• Prospect marketplace and selectively add platform contacts, with a focus on broker sold platforms.
• Work with a select group of advisors who have the ability to drive assets.
• Cover TPA firms who trade through national platforms, notably Fidelity and Schwab.

Sub-advisory Sales

• Cover wholesalers working with Sub-advisory partners to promote affiliate products.
• Provide support with sales events, share leads, deliver Business Builders, and add value through partnership.
• Work with inside sales groups to keep educated on capabilities and provide to them the tools needed to properly position our investments.
• Interact with all assigned sales people on a regular basis to provide commentary, sales ideas and updates.

Miscellaneous

• Attend conferences, vendor events and industry meetings as needed.
• Project management related to business lines.
• Work with marketing to produce effective support materials.
• Work with National Sales and support Natixis field force to help drive sales through defined contribution and sub-advisory business lines.

Required Skills/Experience

• Bachelor's Degree or equivalent work experience
• Series 7 and 63 NASD license
• 3-5 years of prior investment sales experience
• Extensive knowledge of financial marketplace
• Ability to travel up to 50% of time
• Ability to demonstrate positive sales results from prior efforts
• Team oriented
• Effective time management
• Strong communication and presentation skills
• Familiarity with territory management
• Independent worker

For confidential consideration, you may submit your résumé in one of two ways. Please be sure to indicate salary requirements and reference the position of interest.

• E-mail
• U.S. mail

The mutual funds referred to in this website are offered and sold only to persons who are eligible to purchase U.S. registered investment funds and are offered by prospectus only.

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