DescriptionOur Solutions team helps clients customize portfolios for specific investment objectives including tax management, customized portfolios and values alignment. The Custom Solutions Consultant (CSC) is a member of our internal sales desk and will specialize in being the primary contact for AIA Direct Indexing, Loomis Custom Income and Gateway clients and prospects. This is a hybrid position located in our Boston, MA office.
What you will do:
- Offer subject matter expertise to financial advisors, external wholesalers, the internal sales desk, as well as other members of Natixis to promote our solutions offerings.
- Partner with broker dealer home office specialist teams to drive new accounts.
- Offer expertise on Direct Indexing platform availability and special requirements.
- Partner with external sales force on client conference calls & proposal reviews.
- Assist financial advisors in growing Direct Indexing business by promoting AIA and producing hypothetical analysis.
- Liaison between internal AIA investment, Operations, Trading and Client service teams
- Support key AIA clients, AIA power users.
Manage high touch and potentially complex relationships (i.e. high touch RIAs/FA). - Travel to territory or attend virtual meetings with external salespeople for Firm due diligence including speaking events, regional meetings and national engagements.
- Leading meetings on Direct Indexing landscape to review pitchbooks, proposals, conduct end-client calls and review prospect cases and existing accounts.
What you will bring:
- Bachelor's degree or equivalent work experience.
- Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the 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.
- Knowledge or familiarity of the direct indexing marketplace is preferred.
- Proven experience in the financial services industry with a demonstrated interest in financial services and a desire to be in a client facing sales role.
- Motivated with a proactive approach to problem-solving and able to take initiative with limited supervision.
- Able to comprehend and filter complex information and effectively identify and leverage available resources to drive resolutions.
- Excellent social skills and ability to influence others and easily build and maintain relationships.
- Ability and desire to learn and build business knowledge.
- Excellent time management and organization skills, with the ability to prioritize.
- Effective communication and strong presentation skills.
In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $102,000 - $138,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay 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 discretionary bonuses and other Natixis sponsored benefit programs.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
