Edward Jones Specialist
Description
As a member of our Wealth Management sales team, the Edward Jones Specialist will partner with our Managing Regional Directors to specifically support the Edward Jones broker/dealer community across a territory. The Edward Jones Specialist will be initially based in Boston, building relationships and conducting meetings with Edward Jones clients both virtually and in person. After a period of six months, performance and readiness will be evaluated, and employees may be considered for promotion to a field-based position. Employees must be willing to relocate to their assigned territory upon acceptance of this position.
What you will do:
- Serve as the “expert” on Edwards Jones structure, mission, goals, culture, compliance, and branch standards
- Cultivate and nurture relationships with Edward Jones advisors and regional leaders
- Collaborate with internal and external Natixis sales team to optimize sales and service opportunities
- Implement tailored marketing and outreach strategies to further Natixis’ brand awareness and educate on our capabilities including SMAs, mutual funds, ETFs, direct indexing and portfolio construction
- Deliver continuing education and other value add presentations via virtual and in person seminars
- Stay informed on industry trends, competitor offerings and market dynamics to strategically position Natixis product and solutions
- Partner with National Accounts to further Natixis’s partnership internally at Edward Jones
What you will bring:
- 3-5 years related sales experience
- Familiarity of Edward Jones’ culture and structure a plus
- FINRA SIE, Series 7 and 63 required
- Excellent presentation skills
- Strong communication and interpersonal skills, with a proficiency in articulating ideas and solutions
- Ability to navigate intricate organizational structures and wield influence in the decision making process
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*.
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.