12/9/21, 10:02 AM Natixis Investment Managers Careers - Internal Wholesaler/Investment Consultant

Natixis Investment Managers

Careers
Internal Apply

Wholesaler/Investment
Consultant
Sales •
Boston,
Massachusetts

DESCRIPTION

Internal Wholesaler/ Investment Consultant

Position Overview:

The Investment Consultant is a sales professional who performs as part of a team, including working with
external sales professionals and other internal sales partners. It is the Investment Consultant’s responsibility
to provide sales support to existing clients and drive sales by maintaining and strengthening relationships
with clients. This position is located in Boston, MA.

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12/9/21, 10:02 AM Natixis Investment Managers Careers - Internal Wholesaler/Investment Consultant

Responsibilities:

Provide sales support and service by initiating outbound phone calls to existing broker dealers -
providing market updates and cross selling firm products and services.
Follow up with clients after wholesaler visits to provide additional information, collect feedback on the
meeting and inquire about additional product needs.
Coordinate planning of meetings, seminars, and conference calls involving clients, DPC reps, and affiliate
PM’s, as well as others within the organization.
Assist financial advisors in growing their business by promoting our DPC team, producing hypothetical
analysis, updating them on current marketing materials and informing them of upcoming events.
Maintain meaningful competitive intelligence by attending meetings and trainings, engaging and forming
partnerships with other internal departments and product teams, and staying abreast of news and media
updates.

Skills & Experience Required:

Bachelor’s degree or equivalent work experience

Proven experience in the financial services industry
Minimum 1 year of experience in financial sales or wholesaling
Excellent social skills and ability to influence others
Proven ability to easily build and maintain relationships
Ability and desire to learn
Excellent time management and organization skills, with the ability to prioritize for most effective results
Interest in financial services
Strong presentation skills
Series 7 & 63 licenses (or equivalent) 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.  

#NatixisIMCulture

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.

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12/9/21, 10:02 AM Natixis Investment Managers Careers - Internal Wholesaler/Investment Consultant

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