Description
Overview:
The Research and Operations team is passionate about strategically and tactically building and maintaining key account due diligence relationships with designated firms. The successful candidate must collaborate with internal sales partners within the Wealth Channel. This is a hybrid position located in our Boston, MA office.
What you will do:
- Proactively represent Natixis in the pursuit of growing platform placements, recommended list additions and model placements at accounts.
- Build and maintain strategic relationships with research due diligence/gatekeepers for mutual funds, separate accounts, and other platforms at assigned firms.
- Develop and implement business plans for assigned accounts resulting in fund additions, recommendations and model placements.
- Acquire and disseminate research and analytical intelligence to field sales resulting in improved sales execution.
- Build and implement innovative product solutions for assigned firms.
- Continually work to service and improve product placement and transparency at assigned accounts.
- Manage affiliate relationships on behalf of assigned accounts.
What you will bring:
- Five years of successful key account / wholesaling experience within a mutual fund / separate account environment
- Bachelor’s Degree or equivalent work experience; MBA, CIMA, CFA, strongly preferred
- SIE, Series 7 and 63 licenses (or equivalent) required
- In-depth knowledge of retail mutual funds products, separate account marketplace and investment industry in general.
- Strong sales abilities evidenced by a track record of growing new business at both existing and developing relationships
- Self-starter who can effectively operate in a team-oriented and collaborative organization.
- Outstanding interpersonal and presentation skills to engage at all levels within an organization, both internally and externally.
- Adaptive to changes in business focus and willingness to assume new duties to further firm initiatives
- Travel up to 25%
- Knowledge of compliance issues and distribution contracts a plus
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
#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.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits
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