Internal Wholesaler / Investment Consultant

natixis; Boston (MA); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Natixis Investment Managers in Boston, MA is seeking an Investment Consultant to partner with field sales, provide proactive client service, and promote Natixis’ solutions to financial advisor clients. This hybrid role combines collaboration with sales teams and disciplined client care.

You will manage tasks in CRM, help develop sales campaigns, and build market knowledge to communicate credibly with clients.

Qualifications

• Bachelor’s degree or equivalent work experience.
• SIE, Series 7 & 63 licenses (or Series 6 and 63 with a commitment to obtain the SIE and Series 7 upon hire).
• Minimum 1 year of experience in financial sales or financial services industry.
• Proven ability to build and maintain relationships both internally and externally.
• Ability and desire to learn about financial markets and financial solutions.
• Understanding of sales technology tools a plus (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 written and verbal communication skills
• This position is not eligible for US immigration sponsorship.

Responsibilities

• Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings.
• Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals.
• Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations.
• Document relevant client interactions in the client relationship management (CRM) system.
• Leverage data intelligence to create targeted sales and service campaigns.
• Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients.
• Ensure timely completion of tasks for assigned marketing and sales campaigns.
• Meet or exceed daily, weekly and monthly sales activity targets.

Skills

Relationship building

Communication skills

Time management

Team collaboration

Learning about financial markets

Education

Bachelor’s degree or equivalent

Tools

Seismic

Salesforce

Y Charts

MPI

Job description

The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. This is a hybrid position is located in Boston, MA.

What you will do:

• Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings.
• Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals.
• Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations.
• Document relevant client interactions in the client relationship management (CRM) system.
• Leverage data intelligence to create targeted sales and service campaigns.
• Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients.
• Ensure timely completion of tasks for assigned marketing and sales campaigns.
• Meet or exceed daily, weekly and monthly sales activity targets.

What you will bring:

• Bachelor’s degree or equivalent work experience.
• SIE, Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the SIE and 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.
• Minimum 1 year of experience in financial sales or financial services industry.
• Proven ability to build and maintain relationships both internally and externally.
• Ability and desire to learn about financial markets and financial solutions.
• 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 written and verbal communication skills
• This position is not eligible for US immigration sponsorship.

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*.

For additional insight on working at Natixis, visit: https://www.im.natixis.com/us/working-at-natixis

#NatixisIMCulture

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 $85,000.00 - $115,000.00. 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.

*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.

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 am unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly