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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.
Oct 09, 2026
Internal Wholesaler / Investment Consultant
Natixis Investment Managers Boston, MA
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 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 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...