The Investment Consultant is a sales professional who performs as part of a team, including working with external sales professionals and other internal sales partners. It is the Investment Consultant’s responsibility to provide sales support to existing clients and drive sales by maintaining and strengthening relationships with clients. This position is located in Boston, MA.
Provide sales support and service by initiating outbound phone calls to existing broker dealers - providing market updates and cross selling firm products and services.
Follow up with clients after wholesaler visits to provide additional information, collect feedback on the meeting and inquire about additional product needs.
Coordinate planning of meetings, seminars, and conference calls involving clients, DPC reps, and affiliate PM’s, as well as others within the organization.
Assist financial advisors in growing their business by promoting our DPC team, producing hypothetical analysis, updating them on current marketing materials and informing them of upcoming events.
Maintain meaningful competitive intelligence by attending meetings and trainings, engaging and forming partnerships with other internal departments and product teams, and staying abreast of news and media updates.
Skills & Experience Required:
Bachelor’s degree or equivalent work experience
Proven experience in the financial services industry
Minimum 1 year of experience in financial sales or wholesaling
Excellent social skills and ability to influence others
Proven ability to easily build and maintain relationships
Ability and desire to learn
Excellent time management and organization skills, with the ability to prioritize for most effective results
Interest in financial services
Strong presentation skills
Series 7 & 63 licenses (or equivalent) 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.
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.
About Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms. We believe in active management. We offer more than 200 investment strategies, built on a broad and global platform of independent managers and believe that diverse perspectives shape original thinking.