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Strategic Accounts Manager

2 months ago

Boston, Massachusetts, United States Natixis Investment Managers Full time
Position Overview

Role Summary:

As a key player in our organization, you will:
  • Develop and maintain strong relationships with clients in the Defined Contribution (DC) market.
  • Present innovative investment solutions tailored to client needs.
  • Collaborate effectively with internal departments to maximize sales potential.
  • Act as the primary point of contact for clients, ensuring their needs are met.
  • Keep abreast of industry developments and trends.
  • Lead projects aimed at promoting effective investment strategies.
  • Design and implement customized marketing initiatives.
  • Conduct thorough market analysis to inform strategic decisions.
  • Serve as a bridge between clients and internal teams.
  • Track and analyze sales performance indicators.
Qualifications:

To be successful in this role, you should possess:
  • Over 10 years of experience in financial services.
  • Comprehensive understanding of retirement plan operations.
  • Proven leadership capabilities.
  • Exceptional communication and interpersonal skills.
  • In-depth knowledge of retirement industry compliance and regulations.
  • Experience in selecting investment options for retirement plans.
  • Ability to navigate complex organizational structures.
  • Familiarity with retirement platforms and fiduciary responsibilities.
Company Values:

At Natixis Investment Managers, we are committed to prioritizing the interests of our clients, employees, and the communities we serve. We promote a culture of collaboration and inclusivity that encourages professional development. Our comprehensive benefits package includes health insurance, paid time off, a retirement savings plan, educational assistance, and more.