Sales Consultant - Advisory Channel
We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:
About the Role
The Sales Consultant-Advisory Channel is a role within the Managed Account Strategies team. The position will be responsible for the suite of retail strategies including Mutual Funds, ETFs and SMAs and be a key liaison to the Wealth Management space. Primary functions of the Sales Consultant-Advisory Channel are servicing existing clients, identifying sales opportunities of other Loomis strategies and representing the Loomis brand. The candidate will be asked to travel and build relationships on their own as well as with their Natixis sales counterparts on the East Coast. Presence at conferences, industry events, and speaking opportunities to promote the Loomis Sayles investment lineup is an expectation. In addition to sales pull through efforts, client service is paramount. The Sales Consultant-Advisory Channel will serve as a primary contact for RIAs/FAs looking to connect with a Loomis product team or questions on their portfolio. The candidate must be a self-motivated, solutions-oriented team player with a sense of ownership and accountability for the retail business at Loomis Sayles. The role requires strong communication skills as well as investment knowledge. This position does require travel which can be moderate to heavy at times.
Job Responsibilities
- Capacity to speak to Loomis Sayles’ history, organizational structure, and meaningful firm updates. Ability to speak to relevant product teams and key product and strategy messaging
- Serve as the primary Loomis contact for SMA accounts for servicing and account level questions. Track and contact Loomis SMA clients across all investment strategies
- Facilitate all RIA and FA requests for product updates on mutual fund business and develop existing RIA client list
- Provide feedback on advisor trends, concerns and themes to share with marketing and client service
- Attend client meetings/conference calls as needed
- Proactively develop working relationship with Natixis counterparts for meetings, strategy and client service as well as participate in Natixis business planning sessions
Investment Knowledge
- Keep up to date on all Loomis macro views, risk tools, blog listings, and market trends
- Versed in the equity markets and being able to represent a strong level of understanding of the firm’s equity portfolio offerings regarding investment process, attribution and performance history
- Versed in the fixed income markets to be able to relate how changing markets could affect our line up of fixed income portfolios as well as the differences among the suite of offerings
- Understanding of competitive landscape regarding peers, pricing and platform placement
Business Management
- Set activity and business goals with quarterly reporting on client development
- Participate in all training for personal and professional development
- Appropriate use of Loomis’ offices, entertainment opportunities and leveraging available product teams
Qualifications & Education Requirements
- A Bachelor’s degree and 10+ years’ experience in the investment industry with at least 2 years’ experience working with financial advisors with face to face meetings
- CFA, CAIA or a degree in Asset Management preferred, not required
- FINRA Series 7 and NFA Series 3required
- Client service experience with acute attention to detail
- Ability to speak in public settings and articulate a firms’ value proposition
- A powerful work ethic, self-starter, curiosity, client-first focus
- A great teammate— work collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when needed– we cover each other all the time
- Familiarity with fixed income and equity securities and compliance procedures
- Exceptional communication skills- both verbal and written
- Ability to work and travel independently and be a team player
- Proactive attitude and ready to share constructive feedback
Location
This position’s location is flexible:
- Preference in Boston, MA area or other east coast location considered
EEOC and Diversity Statement
Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Other details
- Job Family Client Service, Relationship Management and Sales
- Boston, MA, USA