DescriptionThe 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.
What you will do:- 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.
What you will bring:- 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.
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.
