External Wholesaler (Minnesota Territory)

Natixis Investment Managers

136d•$284,750 - $480,125•Onsite

About The Position

The Managing Regional Director will position Natixis Investment Managers’ capabilities around investment analysis and portfolio design; customized, indexed-based separate accounts; integrated portfolio implementation; premier institutional asset managers and corporate investment banking solutions in the marketplace. The position requires technical skills surrounding each of these service offerings, with a thoughtful approach to filling and maintaining a pipeline during a typically long sales cycle. While the offering is specific to Natixis with appropriate training provided, industry and sales knowledge play a primary role in the success of the position. This role requires the Managing Regional Director to be based in the territory (Minnesota territory).

Requirements

Prior industry experience and FINRA Series 7 and 63 licenses (or equivalent) required.
Experience effectively communicating and presenting market/portfolio information
Ability to clearly articulate a portfolio’s investment discipline and process to clients
Knowledge of domestic and international markets, with the ability to speak to current trends, themes, or commentary
Territory/business/time/budget management skills a must
Ability to develop and communicate business plans to team members for the purpose of achieving sales goals
Effective use of business analytics to prioritize territory coverage
Thorough understanding of Wire Houses and Independent firm platforms and goals
5 years of external sales experience
Experience selling multiple lines of business using a consultative sales approach
Effective networking, presentation and interpersonal skills
Collegial and collaborative approach, with the desire to excel in a team based environment
Ability to travel 50-75% of time.

Nice To Haves

Other advanced industry related designations will be viewed favorably.
Experience within territory viewed favorably

Responsibilities

Identify, develop, and maintain professional sales relationships with financial advisors at Wire Houses and Independent firms.
Represent all Natixis strategies in multiple lines of business including Separate accounts, no load and load mutual funds, and institutional full fee accounts on different platforms.
Build and enhance long-term, quality relationships with a broad range of advisors.
Develop and execute a business plan that incorporates team members and other Natixis resources.
Meet/exceed territory sales goals that are developed by sales management.