Edward Jones Associate

Natixis Investment Managers; Boston (MA); On-site; USD 102,000 - 138,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) plan

Tuition reimbursement

Job summary

Natixis Investment Managers seeks an Associate to support Edward Jones relationships from our Boston office. You will provide proactive sales support, coordinate follow-ups, and maintain pipelines while collaborating with Edward Jones Consultants and regional sales teams.

Requirements include 2+ years in sales, strong knowledge of funds and direct indexing, and FINRA licenses (SIE, Series 7, 63). Travel up to 25% and on-site collaboration are expected.

Qualifications

• Provide proactive sales support and client service to Edward Jones financial advisors.
• Develop expertise of Edward Jones structure, mission, culture, compliance requirements, and branch standards.
• Coordinate timely follow up with Edward Jones clients and regional sales team members; manage opportunity pipelines and event calendars.
• Document advisor interactions, opportunities, and follow-up activities in the CRM system.
• Use data and sales technology to identify advisor needs and coordinate targeted campaigns with Edward Jones Consultants.
• Assist with creating illustrations and guidance on direct indexing and portfolio transitions.
• Support marketing activation campaigns and Edward Jones home office initiatives.
• Occasionally run virtual meetings or deliver presentations on Natixis solutions.

Responsibilities

• Provide proactive sales support and client service to Edward Jones financial advisors through phone, email, and virtual meetings.
• Develop expertise of Edward Jones' structure, mission, culture, compliance requirements, and branch standards.
• Support internal Edward Jones consultants by coordinating timely follow up with Edward Jones clients and regional sales team members, manage opportunity pipelines, maintain event calendars and event reporting.
• Document relevant advisor interactions, opportunities, and follow-up activities in the client relationship management system.
• Use available data and sales technology to identify advisor needs and coordinate targeted sales and service campaigns with Edward Jones Consultants and regional sales teams
• Utilize proposal tools to create illustrations and deliver guidance on direct indexing and portfolio transition ideas.
• Execute on marketing activation campaigns and Edward Jones home office initiatives
• Occasionally run virtual meetings with Edward Jones advisors and/or deliver presentations on Natixis’ solutions including direct indexing, SMAs, custom solutions, ETFs

Skills

Sales experience

Mutual funds

SMAs

UMA

ETFs

Direct indexing

Communication

Presentation skills

Salesforce

Seismic

YCharts

Morningstar Direct

Travel availability

Phone and email outreach

Education

FINRA SIE

Series 7

Series 63

Tools

Salesforce

Seismic

YCharts

Morningstar Direct

Job description

As a member of our Wealth Management sales team, the Edward Jones Associate will support Natixis Investment Managers' relationship with the Edward Jones broker-dealer community. This associate will partner with Edward Jones Consultants, field sales professionals, and other internal teams to provide client service, support advisor engagement, and promote Natixis investment solutions.

This position is based in our Boston, MA office. After completing the initial training period, team members are expected to work on-site four days per week. We believe in-person collaboration is an important part of building relationships, developing expertise, and supporting the team's success.

What you will do:

• Provide proactive sales support and client service to Edward Jones financial advisors through phone, email, and virtual meetings.
• Develop an expertise of Edward Jones' structure, mission, culture, compliance requirements, and branch standards.
• Support internal Edward Jones consultants by coordinating timely follow up with Edward Jones clients and regional sales team members, manage opportunity pipelines, maintain event calendars and event reporting.
• Document relevant advisor interactions, opportunities, and follow-up activities in the client relationship management system.
• Use available data and sales technology to identify advisor needs and coordinate targeted sales and service campaigns with Edward Jones Consultants and regional sales teams
• Utilize proposal tools to create illustrations and deliver guidance on direct indexing and portfolio transition ideas.
• Execute on marketing activation campaigns and Edward Jones home office initiatives
• Occasionally run virtual meetings with Edward Jones advisors and/or deliver presentations on Natixis’ solutions including direct indexing, SMAs, custom solutions, ETFs

What you will bring:

• A minimum of 2+ years related sales experience
• Deep understanding of mutual funds, SMAs, UMA, ETFs and Direct Indexing
• FINRA SIE, Series 7 and 63 or equivalent required
• Professional and confident phone, email, and virtual-meeting presence
• Strong virtual and in-person presentation skills
• Excellent organizational skills and attention to detail
• Familiarity with Salesforce, Seismic, YCharts, Morningstar Direct or similar sales technology preferred.
• Good communication and interpersonal skills, with a proficiency in articulating ideas and solutions
• Familiarity with Edward Jones' culture or business structure is helpful but not required
• Ability to travel up to 25% of the time

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 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.

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.