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Director, Strategic Relationships

Loomis Sayles


Job Location:

Boston, MA - USA

Monthly Salary: $ 140000 - 275000
Posted: 24 May 2026 (30+ days ago)
Application Deadline: 21 August 2026
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

About the RoleThe Loomis Sayles Strategic Relationships Team (SRT) is currently recruiting for Director Strategic Relationships to join the group. This person will be an integral member of SRT and will be responsible for managing client relationships within our institutional subadvisory business channel. This person will also be responsible for working in tandem with the business development team key stakeholders at Natixis investment product teams product marketing RFP team compliance/legal team Client Intake team Client Administration and & Portfolio Analyst teams to further support growth and development of the firms strategic relationships. Success in the role relies on consistent service excellence building trust and identifying opportunities to deepen client relationships. This position will reside in Boston and report to Emily Hannum Head of Subadvisory Relationship Management. About the TeamThe Strategic Relationships team is made up of 10 members who specialize in the objectives of institutional sub-advisory clients. All members of the team work together to service the firms largest clients and are focused on relationship management and business development with strategic institutional clients and prospects focused exclusively on sub-advisory OCIO stable value and advisory solutions. The teams work collectively to provide best-in-class service to Loomis and our sub-advisory clients ResponsibilitiesPrimary point of contact for assigned clients develop an in-depth understanding of investment strategies that encompass client accountsTrusted Advisor by delivering exceptional client service to range of mutual fund managers variable annuity platforms stable value platforms and OCIO client accountsProvide clients and/or intermediaries with ongoing updates about the investment philosophy process and performance of clients mandates working closely with business development product management and Institutional Services colleagues to retain and grow assets/revenueDevelop a broad understanding of full client context including client staff all asset pools and other key influencer relationshipsAssist subadvisory clients with the distribution process working with the SRT business development team to provide promotional materials and digital content to support the Clients sales and marketing of relevant subadvised and represent the broad range of Loomis strategies to clients and their and other key influencersPlay a key role along with business development in identifying client challenges that Loomis can solve ideally by introducing new strategies/solutions based on understanding of client context that contribute to broad multi-mandate relationshipsCollaborate with Business Development Product Management and Portfolio Management to rebid and/or establish new relationships with existing clientsSignificant travel required: approximately 50 percentQualifications & Education RequirementsThe successful candidate is likely to:Bachelors degree; MBA and/or CFA/CAIA designations a plusFINRA licenses: Series 3 63 and 7Considerable (7-10 years) professional experience ideally in a relationship management role within the sub-advisory and/or strategic relationships marketplace (MF VA OCIO Stable Value sub-advised ETFs)Demonstrate high level of capital markets/investments/product knowledge ideally across multiple asset classesHave the ability to represent the firm and the firms investment strategies in both informal and formal settings including portfolio review presentations onsite due diligence meetings and frequent travel with product and portfolio managersDemonstrate the ability to build strength and maintain relationships with external clients and key internal teamsDemonstrate extremely strong qualitative skills interpersonal presentation and relationship building skillsStrong organizational skill and attention to detailAbility to work independently and collaboratively within Loomis SaylesAdditional RequirementsThe position follows a hybrid schedule with two days work from home and three days work from Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $140000 - $275000 USD. Your starting salary will be based on your experience skills qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award which is based on individual and company addition to your compensation you will have access to a comprehensive benefits package designed to support your health well-being and financial security.

Required Experience:

Director


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