Retirement Advisory Consultant (Southern Region)

Natixis Investment Managers

5d•$284,750 - $480,125

About The Position

The Retirement Advisory Consultant is focused on building defined contribution plan assets for Natixis’ affiliated asset managers through retirement focused Advisors, Aggregators and certain mid-market Consultants, where appropriate. The Retirement Advisory Consultant must work in close collaboration with external sales partners on the Wealth Management team. This role requires detailed knowledge of the retirement plan market and the investment professionals advising those plans. This position covers the southeast to southwest territory and requires living in the territory, ideally Florida or Texas.

Requirements

Bachelor’s Degree or equivalent work experience; MBA, CIMA, CFA, AFI strongly preferred
FINRA SIE, Series 7 and 63 (or equivalent) licenses required
Minimum 5 years of Defined Contribution Investment sales experience and contacts with proven sales results
Extensive knowledge of financial marketplace, investment products, key trends and analysis
Demonstrated knowledge of the institutional sales process and requirements
Prior experience successfully managing and living in a territory independently
Ability to travel 50-75% of time
Able to multi task, be a great teammate and represent multiple products and strategies
Strong communication and presentation skills
Self-starter with entrepreneurial experience or experience in startup groups/businesses

Nice To Haves

MBA
CIMA
CFA
AFI

Responsibilities

Work as part of collegial sales team to meet and surpass sales, revenue, margin and activity goals at the individual and team targets
Cultivate relationships with investment professionals and target audiences via outbound calls, marketing, and external and virtual meetings
Market Firm products; convey investment ideas; provide product information; and gather data to influence sales
Travel to attend national meetings and conferences
Network, consult and collaborate with existing affiliate sales forces domestically and globally and work in conjunction where appropriate
Become an expert in our affiliate manager strategies and effectively articulate that expertise
Provide service to existing clients where appropriate and help coordinate client service offerings and expectations to maintain existing assets under management
Communicate and build awareness internally and externally of market landscape, current initiatives and successes
Manage and communicate opportunities, pipeline, rfps, rfis, wins and losses with feedback across pertinent affiliates, global sales teams and executive management
Capture activity and substantive conversations and pipeline opportunities via CRM or other designated tools
Operate within a specified budget for travel and entertainment expenses, and territory management
Make every effort to integrate oneself into Team and Firm culture