Natixis Investment Managers · 3 hours ago
Internal Wholesaler / Investment Consultant
Boston, Massachusetts
Full-time
Hybrid
Entry Level
$85K/yr - $115K/yr
1+ years expNatixis Investment Managers is seeking an Internal Wholesaler / Investment Consultant to provide client service and support sales professionals. The role involves developing sales strategies, managing client interactions, and leveraging data intelligence to enhance sales efforts.
Asset ManagementFinancial ServicesImpact Investing
Responsibilities
Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings
Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals
Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations
Document relevant client interactions in the client relationship management (CRM) system
Leverage data intelligence to create targeted sales and service campaigns
Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients
Ensure timely completion of tasks for assigned marketing and sales campaigns
Meet or exceed daily, weekly and monthly sales activity targets
Qualification
Required
Bachelor's degree or equivalent work experience
SIE, Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the SIE and Series 7 upon hire) are required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired
Minimum 1 year of experience in financial sales or financial services industry
Proven ability to build and maintain relationships both internally and externally
Ability and desire to learn about financial markets and financial solutions
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 written and verbal communication skills
Preferred
Understanding of sales technology tools a plus (i.e. Seismic, Salesforce, Y Charts, MPI etc)
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.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Beatriz Pina Smith
EVP and CFO
Bradley McMillin
Director of Finance | CFO | Mirova US
Recent News
2025-07-01
2025-06-13
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