Regional Director Hybrid Wholesaler - Boston
Description
Overview:
The Regional Director (RD) is a sales professional who operates independently and in partnership with external wholesalers to drive sales in Natixis products and solutions. It is the Regional Director’s responsibility to uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid sales position and is located in Boston, MA with expected in field travel of up to 25% of the time.
What you will do:
- Proactive sales outreach to both new and existing financial advisor clients via phone, email, virtual and in-person meetings.
- Identify new opportunities and grow existing client base by using data, profiling clients, fostering leads and closing business both independently and/or in partnership with the field sales teams.
- Build an efficient and thoughtful outreach strategy incorporating both Company and regional goals.
- Meet or exceed regional sales targets and deliver on key firm initiatives.
- Demonstrate high level market knowledge and the ability to discuss Natixis investment solutions within the current economic environment.
- Provide an exceptional client experience and leverage centers of expertise where needed.
What you will bring:
- Bachelor’s degree or equivalent work experience.
- 2+ years of sales experience required, preferably within the mutual fund or asset management industry.
- SIE, Series 7 & 63 licenses (or equivalent) required.
- Demonstrated knowledge of investment trends and the financial advisory business.
- Understanding of sales technology tools a plus (i.e. Seismic, Salesforce, Y Charts, MPI etc).
- Ability to work in team environment and build partnerships to achieve common goals.
- Excellent time management, prioritization and organizational skills, with a proven track record of delivering effective results.
- Strong verbal and written communication skills.
- Ability to travel up to 25% of the time.
- High degree of self motivation and a desire to have a sales career with upward progression in client facing roles.
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*.
For additional insight on working at Natixis, visit: https://www.im.natixis.com/us/working-at-natixis
#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.