Managing Regional Director, US Offshore
About The Position
The Managing Regional Director, an individual contributor, is a senior level Financial Service Sales Agent, responsible for driving sales and asset growth of Natixis’s International Distribution’s cross-border funds and retail separately managed accounts. Working within Natixis’s Latin America and US Offshore team as an external wholesaler, the individual will be responsible for building and maintaining relationships with US-based financial advisors in Texas and Florida who provide service to non-resident clients. A key driver of success will be to cultivate and maintain relationships with US-based financial advisors who provide service to non-resident clients with the purpose of positioning and selling Natixis’s cross-border funds and retail separately managed accounts.
Requirements
- Bachelor's degree in finance, International Business, or a related field.
- Five (5) years of experience in financial services.
- Expertise with offshore mutual fund sales/distribution gained through five (5) years of work experience.
- Must be willing to obtain Series 7 and Series 63 within 6 months of hire.
- Must possess at least one FINRA license or other finance-related professional designation, such as CIMA or CFA.
- In-depth knowledge of US-based financial advisors in assigned region(s).
- All years of experience may be gained concurrently.
Responsibilities
- Identify, develop, and maintain business relationships with US-based offshore financial advisors in Texas and Florida at broker-dealer and bank segments.
- Become versed in Natixis’s cross-border funds and retail separately managed accounts in order to proactively educate, motivate, train, and convey sales and product ideas to financial advisors.
- Work closely with and leverage the internal wholesaler in order to handle inbound and outbound calls and emails, requests for product information, and meetings/calls with investment affiliates and research team.
- Develop and execute a business plan that incorporates team members and other Natixis resources, including research, marketing, affiliate relations, operations, and product teams.
- Meet and exceed territory sales goals that are developed by sales management.
- Apply understanding of cross-border funds and separately managed accounts, as well as key actors in the US Offshore asset management and wealth management industries.
- Act as a highly skilled communicator/presenter of market and portfolio information.
- Apply thorough knowledge of global markets, with the ability to speak to current trends and themes.
- Apply proven networking skills with ability to build and service long-term, quality relationships with a broad range of financial advisors.
- Utilize a proactive and consultative sales approach.
- Work independently within a collaborative team environment.
- Apply strong territory, business, time, budget management, and organizational skills; and develop and communicate a business plan to team members for the purpose of achieving sales goals.
Benefits
- Eligible for Natixis’ Employee Referral Program.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
