Internal Wholesaler - Retirement

Overview: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, recordkeeper partners, and plan sponsors where appropriate. The Investment Consultant must work in close collaboration with internal sales partners in the Advisory Development Unit and Fiduciary Development Unit. This position is located in Boston, MA.What you will do:Support the external sales team to meet and surpass sales, revenue, margin, and activity goals at the individual and team targetsCultivate relationships with investment professionals and target audiences via outbound calls, marketing, and virtual meetings.Market firm products; convey investment ideas; provide product information; and gather data to influence salesNetwork, consult and collaborate with existing affiliate specialists and work in conjunction where appropriateBecome an expert in the Natixis Sustainable Futures Funds and Natixis retirement focused products & solutionsProvide service to existing clients where appropriate and help coordinate client service offerings and expectationsCommunicate and build awareness internally and externally of market landscape, current initiatives, and successesCapture activity and substantive conversations and pipeline opportunities via CRM or other designated toolWhat you will bring:Bachelor’s Degree or equivalent work experienceSeries 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the Series 7 upon hire) are required. Previously held Series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired.DCIO sales experience preferredExtensive knowledge of the financial marketplace, investment products, and analysisCollegial, collaborative with a team-oriented approachAbility to multitask and represent a broad suite of products and strategiesStrong communication and presentation skillsSome travel required.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*.#NatixisIMCultureNatixis 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.*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors, and temporary workers are not eligible for benefits.

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