Sales Desk Leader: Grow a High-Performance Team (Boston)

natixis; Boston (MA); On-site; USD 125,000 - 260,000; Full time

Benefits offered by this job

Comprehensive medical insurance

Dental and vision insurance

Paid time off

401k plan

Tuition reimbursement

Student loan repayment program

Wellness benefits

Volunteer programs

Job summary

Natixis Investment Managers is seeking a Sales Desk Manager to lead a team of internal wholesalers in Boston, focusing on sales growth, client engagement, and distribution objectives. This in-office role emphasizes talent development, accountability, and a high-performance culture.

You will coach, train, and develop sales professionals, align strategies with leadership, and ensure a consistent client experience. Boston-based position with travel up to 15% is required.

Qualifications

• Bachelor's degree or equivalent work experience.
• Minimum of 3 years of financial services industry experience.
• Minimum of 2 years of sales experience, with a clear understanding of sales behaviors, advisor or client engagement, territory management, and activity-driven results.
• Experience leading, coaching, training, or developing sales professionals; sales management experience strongly preferred.
• Proven ability to motivate people, provide candid feedback, reinforce accountability, and help team members build confidence and capability.
• Experience delivering sales training, onboarding, desk huddles, or learning sessions that improve execution, product fluency, and client conversations.
• Strong people leadership skills, including the ability to build trust, navigate performance conversations, and create an inclusive team environment.
• SIE, Series 7, Series 63 required. Series 24 required within 6 months of employment.
• Familiarity with sales technology tools such as Salesforce, Seismic, YCharts, MPI, WebEx, and Microsoft Teams preferred.

Responsibilities

• Lead, coach, and inspire a team of internal sales professionals to achieve sales desk goals and grow their impact.
• Build sales capability through regular coaching, actionable feedback, performance management, and individualized development plans.
• Deliver training that strengthens sales execution, product knowledge, territory strategy, and client engagement.
• Use sales metrics and activity insights to set priorities, reinforce accountability, and help the team consistently raise performance.
• Bring energy and sales leadership to desk huddles, team meetings, coaching sessions, and day-to-day interactions.
• Partner with sales leadership and field teams to align strategy, coordinate coverage, and support a consistent client experience.
• Interview, onboard, mentor, and develop talent to strengthen the sales desk pipeline and support long-term retention.
• Champion a collaborative, inclusive, and results-oriented culture where people are motivated to do their best work.

Skills

Sales leadership

Coaching

Training delivery

Performance management

Communication

Relationship-building

Time management

Travel readiness

Education

Bachelor's degree or equivalent

Licenses: SIE, Series 7, Series 63; Series 24 within 6 months

Tools

Salesforce

Seismic

YCharts

MPI

WebEx

Microsoft Teams

Job description

Natixis Investment Managers is seeking a Sales Desk Manager to lead a team of internal wholesalers in Boston, focusing on sales growth, client engagement, and distribution objectives. This in-office role emphasizes talent development, accountability, and a high-performance culture.

You will coach, train, and develop sales professionals, align strategies with leadership, and ensure a consistent client experience. Boston-based position with travel up to 15% is required.