Vice President, Retirement Strategic Accounts

2 days ago

Dorchester Center, United States Natixis Global Asset Management Full time
Job Title: Vice President, Retirement Strategic Accounts

At Natixis Investment Managers, we are seeking a highly skilled and experienced Vice President to join our Strategic Accounts team. As a key member of our team, you will be responsible for cultivating and expanding relationships with key clients in the US Defined Contribution marketplace.

Key Responsibilities:
  • Cultivate and nurture relationships with clients in the Defined Contribution sector, including National RIAs, record keepers, broker dealers, and fiduciary investment solution providers.
  • Introduce Natixis investment solutions to the marketplace while upholding and fortifying existing client assets.
  • Collaborate with internal teams to optimize sales and service opportunities, ensuring alignment with strategic objectives.
  • Serve as a reliable point of contact to clients by delivering superior service, strategic direction, and sales support.
  • Stay informed of industry trends, competitor offerings, and market dynamics to strategically position Natixis solutions and intellectual capital.
  • Harness Natixis' brand and expertise to bolster brand awareness and influence investment decisions within the retirement sector.
  • Lead initiatives to advocate for the Natixis target date suite alongside affiliate investment strategies.
  • Implement tailored marketing and outreach strategies to enhance visibility and adoption of Natixis investment solutions within the retirement sector.
  • Conduct regular market research and analysis to identify trends and opportunities for product development or enhancement.
  • Lead the development and execution of critical initiatives to amplify Natixis' presence in the retirement marketplace.
  • Act as a liaison between clients and internal teams, sharing feedback and insights to help inform product development and service enhancements.
  • Monitor and track sales performance metrics, furnishing regular updates and insights to senior management.
Requirements:
  • A minimum of 10 years of experience in investment-related or financial roles, with a proven track record in sales and client management within the retirement sector.
  • Sound understanding of retirement plan consulting practices and investment influencers and decision-makers.
  • Demonstrated leadership and ability to foster and maintain robust client relationships.
  • Excellent communication and interpersonal skills, with a proficiency in articulating ideas and solutions.
  • Solutions oriented with the ability to analyze market trends and devise innovative ways to drive sales.
  • In-depth knowledge of retirement industry regulations.
  • Experience in conducting due diligence and selecting investment products for retirement plans.
  • Ability to navigate intricate organizational structures and wield influence in decision-making processes.
  • Familiarity with leading retirement platforms and fiduciary solutions.
About Us:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs.

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.

  • Vice President, Retirement Strategic Accounts

    1 week ago

    Dorchester Center, United States Natixis Global Asset Management Full time

    Description Overview: At Natixis Investment Managers, our Strategic Accounts team is dedicated to cultivating and expanding relationships with key clients in the US Defined Contribution marketplace. We achieve this through collaborative partnerships with Record-keepers, Retirement Aggregators, Regional Banks, National Wire and Independent Broker-Dealers,...

  • Vice President, Retirement Strategic Accounts

    1 week ago

    Dorchester Center, United States Natixis Global Asset Management Full time

    Description Overview: At Natixis Investment Managers, our Strategic Accounts team is dedicated to cultivating and expanding relationships with key clients in the US Defined Contribution marketplace. We achieve this through collaborative partnerships with Record-keepers, Retirement Aggregators, Regional Banks, National Wire and Independent Broker-Dealers,...

  • Vice President, Retirement Strategic Accounts Specialist

    2 weeks ago

    Dorchester Center, United States Natixis Global Asset Management Full time

    OverviewNatixis Investment Managers' Strategic Accounts team is dedicated to cultivating and expanding relationships with key clients in the US Defined Contribution marketplace. We achieve this through collaborative partnerships with Record-keepers, Retirement Aggregators, Regional Banks, National Wire and Independent Broker-Dealers, and outsourced Fiduciary...

  • Investment Banking Vice President

    2 weeks ago

    Dorchester Center, United States Jefferies Financial Group Full time

    Investment Banking Vice President OpportunityWe are seeking a highly skilled Investment Banking Vice President to join our team in Boston. As a key member of our consumer, retail, business services, distribution, and technology transactions team, you will be responsible for leading transactions in the automotive aftermarket.Key Responsibilities:Lead...

  • Vice President of Investment Banking

    2 days ago

    Dorchester Center, United States Alantra Full time

    Job Title: Vice President of Investment BankingAlantra is seeking a highly skilled and experienced Vice President of Investment Banking to join its team in Boston, MA, or New York, NY. The ideal candidate will have a strong background in Industrials M&A and a proven track record of success in investment banking.Job Summary:The Vice President of Investment...

  • Vice President of Capital Markets

    2 days ago

    Dorchester Center, United States Providence Equity Full time

    Job Title: Vice President, Capital MarketsProvidence Equity Partners is seeking a highly skilled and experienced Vice President to join our Capital Markets team. As a key member of our team, you will be responsible for leading the financing strategy for potential new investment opportunities and current portfolio companies.Responsibilities:Develop and...

  • Vice President of Investor Center Partnerships

    2 weeks ago

    Dorchester Center, United States Fidelity Investments Full time

    About the RoleWe are seeking a seasoned professional to lead our Investor Center Partnerships team as Vice President. This role will be responsible for driving strategic initiatives and managing a portfolio of retail real estate locations to deliver exceptional customer experiences and drive business growth.Key ResponsibilitiesPartner with Wealth Investor...

  • Senior Vice President, Fiduciary Expert

    2 weeks ago

    Dorchester Center, United States The Bank of New York Mellon Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Vice President, Fiduciary to join our Global Family Office team. As a key member of our team, you will be responsible for administering and advising on the interpretation of key provisions and duties of BNY Mellon as trustee.Key ResponsibilitiesDevelop and expand the fiduciary practice in...

  • Senior Vice President, Fiduciary Expert

    2 weeks ago

    Dorchester Center, United States The Bank of New York Mellon Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Vice President, Fiduciary to join our Global Family Office team. As a key member of our team, you will be responsible for administering and advising the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee.Key ResponsibilitiesDevelop and expand...

  • Vice President of Investor Center Partnerships

    2 weeks ago

    Dorchester Center, United States Fidelity Investments Full time

    About the RoleWe are seeking a seasoned executive to lead our Investor Center Partnerships team. As Vice President, you will be responsible for driving strategic initiatives and managing a portfolio of retail real estate locations. Your expertise in real estate management, operations, and leadership will be instrumental in delivering exceptional results and...

  • Vice President, Investor Center Partnerships

    1 week ago

    Dorchester Center, United States Fidelity Investments Full time

    Job Description: The Team Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all...

  • Vice President of Investment Banking

    1 week ago

    Dorchester Center, United States Alantra Full time

    Job Title: Vice President of Investment BankingAlantra is a leading global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. Our team of experts has over 650 professionals across Europe, the US, Latin America, and Asia.Job...

  • Debt Capital Markets Vice President

    2 days ago

    Dorchester Center, United States Citizens Financial Group, Inc. Full time

    About the RoleCitizens Financial Group, Inc. is seeking an experienced Vice President to join our Debt Capital Markets team in Boston, MA or Charlotte, NC. As a key member of our team, you will be responsible for originating, structuring, and executing debt capital markets transactions in support of acquisitions, leveraged buyouts, dividend...

  • Vice President, Senior Credit Manager

    4 months ago

    Dorchester Center, United States HSBC Full time

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our...

  • Vice President, Capital Markets

    1 week ago

    Dorchester Center, United States Providence Equity Full time

    Firm Overview Providence Equity Partners is a specialist private equity investment firm focused on growth-oriented media, communications, education, and technology companies across North America and Europe. Providence combines its partnership approach to investing with deep industry expertise to help management teams build exceptional businesses and...

  • Assistant Vice President for Planned Giving

    2 weeks ago

    Storrs Center, United States University of Connecticut Foundation Inc Full time

    Job Title: Assistant Vice President for Planned GivingJoin the University of Connecticut Foundation Inc as we seek a highly skilled and experienced professional to lead our Gift Planning Program. As Assistant Vice President for Planned Giving, you will be responsible for overseeing a comprehensive Gift Planning Program, providing strategic thought...

  • Vice President of Taxation

    2 weeks ago

    Lewis Center, Ohio, United States CommuniCare Corporate Full time

    Job Title: Vice President of TaxationCommuniCare Corporate is seeking an experienced Vice President of Taxation to lead our tax function, including planning, identification of opportunities, and compliance for one of the largest privately held healthcare companies in the United States.Key Responsibilities:Develop and implement a master work schedule for...

  • Senior Vice President Relationship Manager, International Subsidiary Banking

    2 weeks ago

    Dorchester Center, United States HSBC Full time

    Job SummaryWe are seeking a highly skilled Senior Vice President Relationship Manager to join our International Subsidiary Banking team. As a key member of our team, you will be responsible for acquiring, retaining, and growing commercial banking customer relationships with complex multi-national companies from around the world.Key ResponsibilitiesManage...

  • Senior Vice President Relationship Manager, International Subsidiary Banking

    1 week ago

    Dorchester Center, United States HSBC Full time

    Job SummaryWe are seeking a highly skilled Senior Vice President Relationship Manager to join our International Subsidiary Banking team at HSBC. As a key member of our team, you will be responsible for acquiring, retaining, and growing commercial banking customer relationships with complex multi-national companies from around the world.Key...

  • Vice President, Sales

    3 weeks ago

    Lewis Center, United States ATS Automation Full time

    Job Description Major Duties: The Vice President of Sales and Marketing is a pivotal role within the ATS Industrial Automation leadership team, responsible for driving the segments commercial strategy and execution. The Vice President of Sales & Marketing is a strategic leader responsible for optimizing and standardizing commercial processes to drive...