The Retirement Advisory Development Unit is focused on building Institutional sales success for Natixis’ Sustainable Future Target Date Series as well as other Natixis Affiliate asset managers through retirement focused Advisors, Consultants, Recordkeeper Partners and Plan Sponsors, where appropriate. The Managing Regional Director must work in close collaboration with internal sales partners in the Advisory and Fiduciary Development Units. This role requires the Managing Regional Director to be based within the agreed upon geographic territory that encompasses the Western states.
Responsibilities
Work as part of small sales team to meet and surpass sales, revenue, margin and activity goals at the individual and team targets
Cultivate relationships with investment professionals and target audiences via outbound calls, marketing, and external and virtual meetings
Market Firm products; convey investment ideas; provide product information; and gather data to influence sales
Travel to attend national meetings and conferences
Network, consult and collaborate with existing affiliate sales forces domestically and globally and work in conjunction where appropriate
Become an expert in the Natixis Sustainable Futures Funds and effectively articulate that expertise
Provide service to existing clients where appropriate and help coordinate client service offerings and expectations to maintain existing assets under management
Communicate and build awareness internally and externally of market landscape, current initiatives and successes
Manage and communicate opportunities, pipeline, rfps, rfis, wins and loses with feedback across pertinent affiliates, global sales teams and executive management
Capture activity and substantive conversations and pipeline opportunities via CRM or other designated tool
Operate within a specified budget for travel and entertainment expenses, and territory management
Make every effort to integrate oneself into Team and Firm culture
Qualifications
Bachelor’s Degree or equivalent work experience; MBA, CIMA, CFA, AFI strongly preferred
FINRA Series 7 and 63 licenses required
Minimum 5 years of Defined Contribution Investment sales experience and contacts
Extensive knowledge of financial marketplace, investment products and analysis
Demonstrated knowledge of the institutional sales process and requirements
Ability to travel 50-75% of time
Demonstrate proven sales results from prior efforts
Able to demonstrate Team orientation
Ability to multi task and represent multiple products and strategies
Strong communication and presentation skills
Independent self-starter with entrepreneurial experience or experience in startup groups/businesses
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Business Development and Sales
Industries
Capital Markets, Financial Services, and Investment Management
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