Regional Director

Natixis Investment Managers•Boston, MA

10d•$127,500 - $172,500•Hybrid

About The Position

The Regional Director (RD) is a sales professional who operates independently and in partnership with external wholesalers to drive sales in Natixis products and solutions. It is the Regional Director’s responsibility to uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid sales position and is located in Boston, MA with expected in field travel of up to 25% of the time.

Requirements

Bachelor’s degree or equivalent work experience.
3+ years of sales experience required, preferably within the mutual fund or asset management industry.
SIE, Series 7 & 63 licenses (or equivalent) required.
Demonstrated knowledge of the markets, investment trends, portfolio construction and the financial advisory business.
Ability to work in team environment and build partnerships to achieve common goals.
Excellent time management, prioritization and organizational skills, with a proven track record of delivering effective results.
Strong verbal and written communication skills.
Ability to travel up to 25% of the time.
High degree of self motivation and a desire to have a sales career with upward progression in client facing roles.

Nice To Haves

Understanding of sales technology tools a plus (i.e. Seismic, Salesforce, Y Charts, MPI etc).

Responsibilities

Proactive sales outreach to both prospective and existing financial advisor clients via phone, email, virtual and in-person meetings.
Identify new opportunities and grow existing client base by using data, profiling clients, fostering leads and closing business both independently and/or in partnership with the field sales teams.
Deliver investment insights through portfolio construction conversations
Build an efficient and thoughtful outreach strategy incorporating our targeted segmentation strategy, company priorities and regional goals.
Meet or exceed regional sales targets and new producer metrics.
Demonstrate high level market knowledge and the ability to discuss Natixis investment solutions within the current economic environment.
Provide an exceptional client experience and leverage centers of expertise where needed.