Regional Director (Boston/New England)

Natixis Investment Managers•Boston, MA

18h•Hybrid

About The Position

The Regional Director is a sales professional who develops and grows financial advisor relationships throughout the New England territory. The role works independently and in partnership with external wholesalers to identify sales opportunities, deepen existing relationships, and drive sales of Natixis products and solutions. This is a hybrid sales position based in Boston, Massachusetts, supporting the broader New England territory, with in-field travel of up to 25% of the time.

Requirements

Bachelor’s degree or equivalent work experience.
At least 3 years of sales experience.
SIE, Series 7, and Series 63 licenses, or equivalent.
Knowledge of markets, investment trends, portfolio construction, and the financial advisory business.
Ability to work in a 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 desire to pursue a sales career with upward progression in client-facing roles.

Nice To Haves

Sales experience in the mutual fund or asset management industry.
Understanding of sales technology tools such as Seismic, Salesforce, Y Charts, or MPI.

Responsibilities

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