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$102k–$138k/yr
Full-time
bachelor degree, professional certificate
Medical Insurance, Dental Insurance, Vision Insurance, Paid Time Off, 401k Plan, Tuition Reimbursement
Posted 15d ago
~40 hrs/week
Responsibilities
The consultant serves as the primary contact for Direct Indexing and custom solution clients, providing subject matter expertise to financial advisors and internal sales teams. They are responsible for driving new accounts, conducting client calls, and managing complex relationships with RIAs and financial advisors.
Requirements
Candidates must have a bachelor's degree and hold Series 7 and 63 licenses, or be committed to obtaining them. Experience in financial services and familiarity with the direct indexing marketplace are preferred.
Full job description
Our Solutions team helps clients customize portfolios for specific investment objectives including tax management, customized portfolios and values alignment. The Custom Solutions Consultant (CSC) is a member of our internal sales desk and will specialize in being the primary contact for AIA Direct Indexing, Loomis Custom Income and Gateway clients and prospects. This is a hybrid position located in our Boston, MA office.
What you will do:
Offer subject matter expertise to financial advisors, external wholesalers, the internal sales desk, as well as other members of Natixis to promote our solutions offerings.
Partner with broker dealer home office specialist teams to drive new accounts.
Offer expertise on Direct Indexing platform availability and special requirements.
Partner with external sales force on client conference calls & proposal reviews.
Assist financial advisors in growing Direct Indexing business by promoting AIA and producing hypothetical analysis.
Liaison between internal AIA investment, Operations, Trading and Client service teams
Support key AIA clients, AIA power users. Manage high touch and potentially complex relationships (i.e. high touch RIAs/FA).
Travel to territory or attend virtual meetings with external salespeople for Firm due diligence including speaking events, regional meetings and national engagements.
Leading meetings on Direct Indexing landscape to review pitchbooks, proposals, conduct end-client calls and review prospect cases and existing accounts.
What you will bring:
Bachelor’s degree or equivalent work experience.
Series 7 & 63 licenses (or equivalent) or Series 6 and 63 (with a commitment to obtain the Series 7 upon hire) are required. Previously held series 7 and 63 licenses that are inactive will be considered, provided that all required exams are retaken and passed within three months of being hired.
Knowledge or familiarity of the direct indexing marketplace is preferred.
Proven experience in the financial services industry with a demonstrated interest in financial services and a desire to be in a client facing sales role.
Motivated with a proactive approach to problem-solving and able to take initiative with limited supervision.
Able to comprehend and filter complex information and effectively identify and leverage available resources to drive resolutions.
Excellent social skills and ability to influence others and easily build and maintain relationships.
Ability and desire to learn and build business knowledge.
Excellent time management and organization skills, with the ability to prioritize.
Effective communication and strong presentation skills.
Who we are: 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.
#NatixisIMCulture
In accordance with the Massachusetts Wage transparency act, the expected annual base salary for this Boston, MA, based position is $102,000 - $138,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit 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.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers*, Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.
Assets under management (“AUM”) of affiliated entities measured as of March 31, 2026 are $1,452.8 billion (€1,261.0 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
For important social media community guidelines, please visit https://www.im.natixis.com/en-us/site-information/social-media-guidelines.
*Survey respondents ranked by Investment & Pensions Europe/Top 500 Asset Managers 2024 ranked Natixis Investment Managers as the 19th largest asset manager in the world based on assets under management as of December 31, 2023.
Offices: Boston | Paris, CN · 888 Boylston Street, Boston, MA 02199-8197, US · 43, Avenue Pierre Mendès France, Paris, Ile-de-France 75013, FR · 575 Market St, Suite 2550, San Francisco, California 94105, US · 25 Dowgate Hill, Level 4, Cannon Bridge House, London, UK EC4R 2YA, GB
How much do Customer Service & Support jobs in Massachusetts pay?
Based on 2622 listings with disclosed salaries, most customer service & support jobs in Massachusetts pay between $53k–$121k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include CVS Health, Domino's, Mass General Brigham, Starbucks, Albertsons Companies, among others. Browse the listings above to see every active employer.
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