Retirement Strategic Accounts
Description
Overview:
At Natixis Investment Managers, our Strategic Accounts team is dedicated to cultivating and expanding relationships with key clients in the US Defined Contribution marketplace. We achieve this through collaborative partnerships with Record-keepers, Retirement Aggregators, Regional Banks, National Wire and Independent Broker-Dealers, and outsourced Fiduciary Investment Solutions Providers. We closely collaborate with home office senior management, investment decision makers, distribution leadership, and research departments within these organizations. Through these partnerships, our goal is to drive sales growth and enhance client satisfaction. Additionally, we work closely with the Natixis Retirement Advisory Development Group, where we direct strategy and create foundational opportunities for field execution. This collaboration strengthens our ability to deliver investment solutions and strategic insights to our clients. This is a hybrid role based in Boston, Massachusetts.
What you will do:
- Cultivate and nurture relationship with clients in the Defined Contribution (DC) sector, including, National RIAs, record keepers, broker dealers, and fiduciary investment solution providers.
- Introduce Natixis investment solutions to the marketplace while upholding and fortifying existing client assets.
- Collaborate with internal teams to optimize sales and service opportunities, ensuring alignment with strategic objectives.
- Serve as a reliable point of contact to clients by delivering superior service, strategic direction, and sales support.
- Stay informed of industry trends, competitor offerings, and market dynamics to strategically position Natixis solutions and intellectual capital.
- Harness Natixis’ brand and expertise to bolster brand awareness and influence investment decisions within the retirement sector.
- Lead initiatives to advocate for the Natixis target date suite alongside affiliate investment strategies.
- Implement tailored marketing and outreach strategies to enhance visibility and adoption of Natixis investment solutions within the retirement sector.
- Conduct regular market research and analysis to identify trends and opportunities for product development or enhancement.
- Lead the development and execution of critical initiatives to amplify Natixis’ presence in the retirement marketplace.
- Act as a liaison between clients and internal teams, sharing feedback and insights to help inform product development and service enhancements.
- Monitor and track sales performance metrics, furnishing regular updates and insights to senior management.
What you will bring:
- A minimum of 10 years of experience in investment-related or financial roles, with a proven track record in sales and client management within the retirement sector.
- Sound understanding of retirement plan consulting practices and investment influencers and decision-makers.
- Demonstrated leadership and ability to foster and maintain robust client relationships.
- Excellent communication and interpersonal skills, with a proficiency in articulating ideas and solutions.
- Solutions oriented with the ability to analyze market trends and devise innovative ways to drive sales.
- In-depth knowledge of retirement industry regulations.
- Experience in conducting due diligence and selecting investment products for retirement plans.
- Ability to navigate intricate organizational structures and wield influence in decision-making processes.
- Familiarity with leading retirement platforms and fiduciary solutions.
- FINRA SIE, Series 7 and 63 licenses required or must be obtained within six months of employment
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.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.