Wealth Management Solutions & Sales 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

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.