Direct Indexing and Custom Solutions Consultant

Natixis Investment Managers • Boston, MA

9d • Hybrid

About The Position

Our Solutions team helps clients customize portfolios for specific investment objectives including tax management, customized portfolios and values alignment. The Custom Solutions Consultant (CSC) is a member of our internal sales desk and will specialize in being the primary contact for AIA Direct Indexing, Loomis Custom Income and Gateway clients and prospects. This is a hybrid position located in our Boston, MA office.

Requirements

• Bachelor’s degree or equivalent work experience.
• Series 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.
• Proven experience in the financial services industry with a demonstrated interest in financial services and a desire to be in a client facing sales role.
• Motivated with a proactive approach to problem-solving and able to take initiative with limited supervision.
• Able to comprehend and filter complex information and effectively identify and leverage available resources to drive resolutions.
• Excellent social skills and ability to influence others and easily build and maintain relationships.
• Ability and desire to learn and build business knowledge.
• Excellent time management and organization skills, with the ability to prioritize.
• Effective communication and strong presentation skills.

Nice To Haves

• Knowledge or familiarity of the direct indexing marketplace is preferred.

Responsibilities

• Offer subject matter expertise to financial advisors, external wholesalers, the internal sales desk, as well as other members of Natixis to promote our solutions offerings.
• Partner with broker dealer home office specialist teams to drive new accounts.
• Offer expertise on Direct Indexing platform availability and special requirements.
• Partner with external sales force on client conference calls & proposal reviews.
• Assist financial advisors in growing Direct Indexing business by promoting AIA and producing hypothetical analysis.
• Liaison between internal AIA investment, Operations, Trading and Client service teams
• Support key AIA clients, AIA power users.
• Manage high touch and potentially complex relationships (i.e. high touch RIAs/FA).
• Travel to territory or attend virtual meetings with external salespeople for Firm due diligence including speaking events, regional meetings and national engagements.
• Leading meetings on Direct Indexing landscape to review pitchbooks, proposals, conduct end-client calls and review prospect cases and existing accounts.

Benefits

• comprehensive medical, dental and vision insurance
• paid time off
• 401k plan
• tuition reimbursement
• student loan repayment program
• wellness benefits
• volunteer programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree