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Natixis Investment Managers

Natixis is the international corporate, investment, insurance and financial services arm of Groupe BPCE, the 2nd-largest banking group in France with 35 million clients spread over two retail banking networks, Banque Populaire and Caisse d’Epargne. With more than 16,000 employees, Natixis has a number of areas of expertise that are organized into three main business lines: Corporate & Investment Banking, Investment Solutions & Insurance, and Specialized Financial Services. A global player, Natixis has its own client base of companies, financial institutions and institutional investors as well as the client base of individuals, professionals and small and medium-size businesses of Groupe BPCE’s banking networks.
Dec 11, 2024
Regional Director Hybrid Wholesaler - Boston
Natixis Investment Managers Boston, MA, USA
Description Overview:   The Regional Director (RD) is a sales professional who operates independently and in partnership with external wholesalers to drive sales in Natixis products and solutions. It is the Regional Director’s responsibility to uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid sales position and is located in Boston, MA with expected in field travel of up to 25% of the time.     What you will do: Proactive sales outreach to both new and existing financial advisor clients via phone, email, virtual and in-person meetings. Identify new opportunities and grow existing client base by using data, profiling clients, fostering leads and closing business both independently and/or in partnership with the field sales teams. Build an efficient and thoughtful outreach strategy incorporating both Company and regional goals. Meet or exceed regional sales...
Oct 25, 2024
Internal Wholesaler/ Investment Consultant
Natixis Investment Managers Boston, MA, USA
Description Overview:   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...