Strategic Client Advisor

Loomis Sayles


Job Location:

Boston, MA - USA

Monthly Salary: $ 160000 - 200000
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

About the RoleLoomis Sayles is seeking a Strategic Client Advisor to join the Strategic Relationships team to partner with our sub-advisory clients distribution teams. This individual will serve as a key client-facing representative for the firm supporting sub-advisory and intermediary client relationships through advisor and wholesaler engagement event support and distribution support strategy. This role is designed to meet growing demand for dedicated field support across our strategic partner relationships particularly as value-add client engagement programs continue to the TeamThe Strategic Relationship team at Loomis Sayles focuses on developing and deepening relationships with the firms most important institutional clients. The team partners closely with investment professionals and distribution to ensure clients have a clear understanding of portfolio strategies positioning and performance. They act as a central point of coordination bringing together resources across the firm to deliver consistent high-quality client engagement and support long-term partnership ResponsibilitiesBuild and maintain relationships with internal and external wholesalers at key strategic partners serving as a consistent point of contact and Loomis Sayles ambassador in the fieldProactive engagement with our sub-advisory clients distribution teams to promote Loomis Sayless investment views and value add extensively across the US and Canada to meet with sales teams at priority client and prospect firms representing Loomis Sayles and our relevant investment strategiesSupport value-add speaker programs and practice management events hosted on behalf of strategic partners coordinating logistics and serving as an on-site Loomis representativeDevelop fluency in Loomis Sayles sub-advisory investment strategies to credibly represent the firm in field settings independently and/or alongside investment & Education RequirementsSeries 7 and Series 63 required5-10 years of experience in asset management financial services distribution or a client-facing retail wholesaling role preferredWillingness and ability to travel extensively (domestic and international)Strong interpersonal communication and presentation skills; comfort engaging with financial advisors sales professionals and senior client contacts. Demonstrate a high level of knowledge of capital markets and the ability to learn about individual investment products (investment philosophy investment process strategy characteristics).Highly organized self-directed and collaborativeAdditional 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 $160000 - $200000 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:

Unclear Seniority

About the RoleLoomis Sayles is seeking a Strategic Client Advisor to join the Strategic Relationships team to partner with our sub-advisory clients distribution teams. This individual will serve as a key client-facing representative for the firm supporting sub-advisory and intermediary client relati...

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