Regional Director (Boston/New England)

United States·Bostonexecutive

Other

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Quick Summary

Key Responsibilities

Proactive sales outreach to both prospective and existing financial advisor clients via phone, email, virtual and in-person meetings.

Technical Tools

Other

The Regional Director (RD) is a sales professional responsible for developing and growing financial advisor relationships throughout the New England territory. The RD operates independently and in partnership with external wholesalers to identify new sales opportunities, deepen existing relationships, and drive sales of Natixis products and solutions. This is a hybrid sales position located in Boston, MA, supporting the broader New England territory, with expected in-field travel of up to 25% of the time.

Responsibilities

~2 min read

→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.

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

What We Offer

~2 min read

In accordance with the Massachusetts Wage transparency act, the expected annual compensation target, which includes base salary and commissions, for this (Boston, MA) based position is $127,500.00 - $172,500.00. Actual annual compensation targets may vary based on factors including but not limited to education, training, experience, commissions earned, and other job-related factors. However, annual compensation, if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include variable compensation and other Natixis sponsored benefit programs.

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.

Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.

Location & Eligibility

Where is the job

Boston, United States

On-site at the office

Who can apply

About this job

Pay per year: $127,500–$172,500 a year; 123% above the $67,411 median for Other jobs on Jobera (143,204 salaries).
Who can apply: United States
Posted: 1 day ago
Employer: has 12 open jobs on Jobera.