Regional Director

Position Title:Regional Director

Department:

Wealth Solutions

 

Summary

 

The Regional Director will provide regional sales coverage, cultivating and maintaining relationships with our RIA, defined contribution and sub-advisory clients and prospects. RD activities will include travel, phone work, prospecting, marketing support, sales support, and service of existing relationships. 

 

Major Responsibilities

 

RIA SalesIdentify Prospect Firms within territory and investment decision –makers within those firms.Profile firm structure and organization with an emphasis on portfolio construction and maintenance.Provide service with respect to existing NGA strategies employed with an emphasis on cross-selling additional NGA strategies.Understand and cultivate relationships at major custody platforms.Work collaboratively with Regional Vice-President to implement most efficient coverage model.Promote Active Investment Advisors and other focused Natixis strategies at industry conferences and working groups to gain new prospects; actively promoting guest speakers and coordinating events.Work with Portfolio Metrics and Investment Services Groups to best utilize their service to gather assets

 

 Defined ContributionWork with Defined Contribution wholesalers, inside sales, relationship managers and client management to promote our funds on DC platforms.Cover selected gatekeepers to expand and enhance Natixis and affiliate products placement within platformsProvide marketing support, sales ideas, competitive information, and analytics to key sales people at partner firms.Work with DC team members to assist service requirements and ad hoc requests.Prospect marketplace and selectively add platform contacts, with a focus on broker sold platforms.Work with a select group of advisors who have the ability to drive assetsCover TPA firms who trade through national platforms, notably Fidelity and Schwab

 

 

Sub-advisory SalesCover wholesalers working with Sub-advisory partners to promote affiliate products.Provide support with sales events, share leads, deliver Business Builders, and add value through partnership.Work with inside sales groups to keep educated on capabilities and provide to them the tools needed to properly position our investments.Interact with all assigned sales people on a regular basis to provide commentary, sales ideas and updates.

 

 MiscellaneousAttend conferences, vendor events and industry meetings as needed.Project management related to business lines.Work with marketing to produce effective support materials.Work with National Sales and support Natixis field force to help drive sales through defined contribution and sub-advisory business lines.

 

 

Required Skills/Experience

·  Bachelor’s Degree or equivalent work experience

·  Series 7 and 63 NASD license

·  3-5 years of prior investment sales experience

·  Extensive knowledge of financial marketplace

·  Ability to travel up to 50% of time

·  Ability to demonstrate positive sales results from prior efforts

·  Team oriented

·  Effective time management

·  Strong communication and presentation skills

·  Familiarity with territory management

·  Independent worker