The Retirement Advisory Consultant is focused on building defined contribution plan assets for Natixis’ affiliated asset managers through retirement focused Advisors, Aggregators and certain mid-market Consultants, where appropriate. The Retirement Advisory Consultant must work in close collaboration with external sales partners on the Wealth Management team. This role requires detailed knowledge of the retirement plan market and the investment professionals advising those plans. This position covers the southeast to southwest territory and requires living in the territory, ideally Florida or Texas.
What You Will Do
- Work as part of collegial sales team to meet and surpass sales, revenue, margin and activity goals at the individual and team targets
- Cultivate relationships with investment professionals and target audiences via outbound calls, marketing, and external and virtual meetings
- Market Firm products; convey investment ideas; provide product information; and gather data to influence sales
- Travel to attend national meetings and conferences
- Network, consult and collaborate with existing affiliate sales forces domestically and globally and work in conjunction where appropriate
- Become an expert in our affiliate manager strategies and effectively articulate that expertise
- Provide service to existing clients where appropriate and help coordinate client service offerings and expectations to maintain existing assets under management
- Communicate and build awareness internally and externally of market landscape, current initiatives and successes
- Manage and communicate opportunities, pipeline, rfps, rfis, wins and losses with feedback across pertinent affiliates, global sales teams and executive management
- Capture activity and substantive conversations and pipeline opportunities via CRM or other designated tools
- Operate within a specified budget for travel and entertainment expenses, and territory management
- Make every effort to integrate oneself into Team and Firm culture
What You Will Bring
- Bachelor’s Degree or equivalent work experience; MBA, CIMA, CFA, AFI strongly preferred
- FINRA SIE, Series 7 and 63 (or equivalent) licenses required
- Minimum 5 years of Defined Contribution Investment sales experience and contacts with proven sales results
- Extensive knowledge of financial marketplace, investment products, key trends and analysis
- Demonstrated knowledge of the institutional sales process and requirements
- Prior experience successfully managing and living in a territory independently
- Ability to travel 50-75% of time
- Able to multi task, be a great teammate and represent multiple products and strategies
- Strong communication and presentation skills
- Self-starter with entrepreneurial experience or experience in startup groups/businesses
Who We Are
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
#NatixisIMCulture
In accordance with the Massachusetts Wage transparency act, the expected annual compensation target, which includes base salary and commissions, for this Midwest based position is $284,750.00 - $480,125.00. 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.
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.
- Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
