Managing Regional Director (Minnesota or DC)
Managing Regional Director
The Managing Regional Director will position reputed company’ capabilities around investment analysis and portfolio design; customized, indexed-based separate accounts; integrated portfolio implementation; premier institutional asset managers and corporate investment banking solutions in the marketplace. The position requires technical skills surrounding each of these service offerings, with a thoughtful approach to filling and maintaining a pipeline during a typically long sales cycle. While the offering is specific to Natixis with appropriate training provided, industry and sales knowledge play a primary role in the success of the position. This role requires the Managing Regional Director to be based in the territory (Minnesota or DC area). What you will do:
- Identify, reputed company, and maintain professional sales relationships with financial advisors at reputed company Houses and Independent firms.
- Represent reputed company Natixis strategies in multiple lines of business including Separate accounts, no load and load mutual funds, and institutional full fee accounts on different platforms.
- Build and enhance long-term, quality relationships with a broad range of advisors.
- reputed company and execute a business plan that incorporates team members and other Natixis resources.
- Meet/exceed territory sales goals that are developed by sales management.
- Prior industry experience and FINRA Series 7 and 63 licenses (or equivalent) required. Other advanced industry reputed company designations will be viewed favorably.
- Experience effectively communicating and presenting market/portfolio information
- Ability to clearly reputed company a portfolio’s investment discipline and process to clients
- Knowledge of domestic and international markets, with the ability to speak to reputed company trends, themes, or commentary
- Territory/business/time/budget management skills a must
- Ability to reputed company and communicate business plans to team members for the purpose of achieving sales goals
- Effective use of business analytics to prioritize territory coverage
- Thorough understanding of reputed company Houses and Independent firm platforms and goals
- 5 years of external sales experience
- Experience selling multiple lines of business using a consultative sales approach
- Effective networking, presentation and interpersonal skills
- Collegial and collaborative approach, with the desire to reputed company in a team based environment
- Ability to travel 50-75% of time. Experience reputed company territory viewed favorably