Sales Consultant

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $300 billion in assets under management for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.INCLUSIVE & DIVERSE - DEDICATED TO TEAMWORK – EXCELLENT – ACCOUNTABLE – LEADERS - SOLUTION-ORIENTEDLoomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:About the RoleThe Sales Consultant-Advisory Channel is a role within the Managed Account Strategies team.The position will be responsible for the suite of retail strategies including Mutual Funds, ET’Fs and SMA’s and will be a key liason to the Wealth Management space. Primary functions of the Sales Consultant-Advisory Channelare servicing existing clients, identifying sales opportunities for other Loomis strategies and representing the Loomis brand. The candidate will be expected to travel and build relationships on their own, as well as with their Natixis sales counterparts on the East Coast. Presence at conferences, industry events, and speaking opportunities to promote the Loomis Sayles investment lineup is an expectation. In addition to sales pull through efforts, client service will also be paramount. The Sales Consultant-Advisory Channel will serve as a primary contact for RIAs/FAs looking to connect with a Loomis product team or questions about their portfolio. The candidate must be a self-motivated, solutions-oriented team player with a sense of ownership and accountability for the retail business at Loomis Sayles. The role requires strong communication skills as well as investment knowledge. Job Responsibilities

to speak to Loomis Sayles’ history, organizational structure, and meaningful firm updates.to speak to relevant product teams and key product and strategy messagingas the primary Loomis contact for SMA accounts for servicing and account level questions. Track and contact Loomis SMA clients across all investment strategiesall RIA and FA requests for product updates on mutual fund business and develop existing RIA client listfeedback on advisor trends, concerns and themes to share with marketing and client serviceclient meetings/conference calls as neededdevelop working relationship with Natixis counterparts for meetings, strategy and client service as well as participate in Natixis business planning sessions

Investment Knowledgeup to date on all Loomis macro views, risk tools, blog listings, and market trendsin the equity markets and being able to represent a strong level of understanding of the firm’s equity portfolio offerings regarding investment process, attribution and performance historyin the fixed income markets to be able to relate how changing markets could affect our line up of fixed income portfolios as well as the differences among the suite of offeringsof competitive landscape regarding peers, pricing and platform placement

Business Managementactivity and business goals with quarterly reporting on client developmentin all training for personal and professional developmentuse of Loomis’ offices, entertainment opportunities and leveraging available product teams

Qualifications & Education Requirements

degree and 10+ years experience in the investment industry with at least 2 years experience working face to face with financial advisorsSeries 7 and NFA Series 3 requiredCAIA or a degree in Asset Management preferred, not requiredwith fixed income and equity securities, as well as compliance procedurescommunication skills- both verbal and writtento work and travel independently and also be a team playerattitude and ready to share constructive feedbackto speak in public settings and articulate a firms’ value propositionpowerful work ethic, self-starter, curiosity, client-first focusgreat teammate— work collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when needed– we cover each other all the timeposition requires travel which can range from moderate to heavy at times.

LocationThis position’s location is flexible:in Boston, MA area or other east coast location considered

EEOC and Diversity StatementLoomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfect