DCIO Retirement Aggregator Sales

The DCIO Retirement Aggregator Sales role at Natixis Investment Managers primarily involves building and nurturing relationships with Retirement Aggregator clients and prospects. Your responsibilities will include introducing investment solutions to the marketplace, collaborating with internal teams for optimized sales opportunities, and maintaining superior client services. You’ll also monitor industry trends and implement marketing strategies to enhance visibility of Natixis investment solutions.

Candidates for the DCIO Retirement Aggregator Sales position at Natixis Investment Managers should have a minimum of 2 years of experience in the retirement or defined contribution sector, alongside a proven sales and client management history. Additionally, a solid understanding of retirement plan investment influencers and decision-makers is essential. Holding FINRA SIE, Series 7, and 63 licenses or their equivalents is also a requirement.

The DCIO Retirement Aggregator Sales position plays a vital role in Natixis Investment Managers' growth strategy by expanding client relationships within the US Defined Contribution marketplace. By optimizing sales opportunities and increasing asset under management (AUM), your contributions help reinforce the competitive position of Natixis in the marketplace, enhancing brand awareness and client engagement in the retirement sector.

Successful candidates for the DCIO Retirement Aggregator Sales role at Natixis Investment Managers should have exceptional communication and interpersonal skills to foster robust client relationships. An ability to analyze market trends, a solid understanding of retirement regulations, and proven sales prowess in financial roles are essential. Additionally, the capacity to navigate complex organizational structures will be beneficial in influencing decision-making processes.

The work environment for the DCIO Retirement Aggregator Sales role at Natixis Investment Managers is hybrid, based in Boston, MA. This dynamic setup promotes collaboration across teams while providing flexibility, enabling you to engage effectively with clients and internal stakeholders to achieve strategic objectives.

Building relationships in the DCIO Retirement Aggregator space requires a personalized approach. I would focus on understanding individual client needs, actively listening to their feedback, and tailoring our investment solutions to meet their goals. Regular follow-ups and providing valuable insights into market trends would also strengthen the relationship.

In my previous roles, I’ve engaged with various stakeholders in the retirement sector, including plan sponsors and fiduciaries. I've developed a thorough understanding of their decision-making processes and have successfully addressed their concerns by providing informative and tailored solutions that align with their investment objectives.

I prioritize staying updated by subscribing to industry publications, attending webinars, and participating in professional networks. I also follow key influencers and thought leaders on social media to gain insights into emerging trends and regulatory shifts that could impact our clients.

Collaboration is all about communication and alignment. I make it a priority to share information and insights with internal teams regularly. I also encourage feedback and involve team members in strategy discussions to ensure that our collective efforts align with our clients' needs and our strategic goals.

In a previous role, I led the launch of a new investment product. My approach involved conducting thorough market research to identify client needs, collaborating with the marketing team to create targeted outreach strategies, and organizing informational webinars to effectively communicate the benefits of the product to potential clients. The launch resulted in a significant uptick in client engagement and sales.

Handling challenging conversations with clients requires empathy and clarity. I ensure I listen actively to their concerns, validate their feelings, and provide transparent options or solutions. My objective is to find common ground and offer a way forward that reinforces their confidence in our partnership.

I focus on several key metrics when tracking sales performance, including the number of new client acquisitions, retention rates, revenue growth, and client satisfaction scores. These metrics provide comprehensive insights that guide my strategies and decision-making processes.

I adapt my sales pitch by first assessing the specific needs and objectives of each segment in the retirement market. For example, I may emphasize lower-cost solutions for smaller plans while highlighting innovative features for larger organizations. Tailoring my approach helps ensure that I resonate with the audience and address their unique challenges.

Natixis’ investment solutions stand out due to our commitment to thorough research and innovative investment strategies that prioritize client needs. Our deep understanding of the retirement landscape also enables us to offer tailored solutions that directly address the challenges facing our clients, which builds trust and drives long-term partnerships.

To monitor and analyze market trends, I utilize a combination of data analytics tools, industry reports, and client feedback. Staying proactive allows me to identify trends early and adapt our strategies accordingly. Networking with industry peers also provides valuable insights into emerging trends that may impact our approach.