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Natixis Investment Managers · 1 hour ago

Retirement Advisory Consultant (Midwest territory)

Whidbey Island Station, WA

Full-time

Hybrid

Senior Level

$285K/yr - $480K/yr

5+ years exp

Natixis Investment Managers is focused on building defined contribution plan assets through retirement-focused Advisors and Consultants. The Retirement Advisory Consultant will work closely with external sales partners to cultivate relationships, market products, and provide client service while managing a specified territory.

Asset ManagementFinancial ServicesImpact Investing

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

Qualification

FINRA SIESeries 7Series 63Defined Contribution Investment salesBachelor’s DegreeMBACIMACFAAFIFinancial marketplace knowledgeInstitutional sales processTerritory managementCommunication skillsPresentation skillsTeamworkSelf-starter

Required

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

Benefits

Comprehensive medical, dental and vision insurance

Paid time off

401k plan

Tuition reimbursement

Student loan repayment program

Wellness benefits

Volunteer programs

Company

Natixis Investment Managers

Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers.

Founded in 1984

Paris, Ile-de-France, FRA

201-500 employees