Job Description

• Identify, develop, and maintain business relationships with US-based offshore financial advisors in Texas and Florida at broker-dealer and bank segments.
• Become versed in Natixis’s cross-border funds and retail separately managed accounts in order to proactively educate, motivate, train, and convey sales and product ideas to financial advisors
• Work closely with and leverage the internal wholesaler in order to handle inbound and outbound calls and emails, requests for product information, and meetings/calls with investment affiliates and research team.
• Develop and execute a business plan that incorporates team members and other Natixis resources, including research, marketing, affiliate relations, operations, and product teams.
• Meet and exceed territory sales goals that are developed by sales management.
• Apply understanding of cross-border funds and separately managed accounts, as well as key actors in the US Offshore asset management and wealth management industries.
• Act as a highly skilled communicator/presenter of market and portfolio information.
• Apply thorough knowledge of global markets, with the ability to speak to current trends and themes
• Apply proven networking skills with ability to build and service long-term, quality relationships with a broad range of financial advisors.
• Utilize a proactive and consultative sales approach. Work independently within a collaborative team environment.
• Apply strong territory, business, time, budget management, and organizational skills; and develop and communicate a business plan to team members for the purpose of achieving sales goals.

• Expertise with offshore mutual fund sales/distribution gained through five (5) years of work experience;
• Must be willing to obtain Series 7 and Series 63 within 6 months of hire;
• Must possess at least one FINRA license or other finance-related professional designation, such as CIMA or CFA; and
• In-depth knowledge of US-based financial advisors in assigned region(s).