Natixis Investment Managers
Sales Support
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Job Description
We are seeking a motivated and passionate individual who is looking to launch or continue their sales career within financial services. If you have a positive attitude, a willingness to learn and work hard, this is the role for you.
Providing Sales Support to the UK Institutional team, and reporting to the Managing Director, UK Institutional Business, you will be covering all aspects of sales and client servicing activities across all institutional client channels, including LGPS, DC, DB, Insurance, Charities, and SFOs. You will have the opportunity to work closely with all the team members, prospects, clients, and affiliates while gaining insights on the wider core functions of our firm.
Key Accountabilities
Sales Support
- Help to enhance and develop all aspects of the team's operating model, leveraging the resources available (technology, Natixis internal partners, and appropriate 3rd party services) to help the UK Institutional Team achieve their key objectives and KPIs.
- CRM Champion and expert; Create sales reports & dashboards. Create and maintain sales records and activity in CRM.
- Assist the Sales team in building and maintaining relationships with clients, sales colleagues globally, and Natixis IM affiliates.
- Assist with coordination of client communication strategy including; reporting and commentary requirements and updates to send to existing clients and prospects.
- Assist with salesperson meeting preparation and note-taking.
- Provide client service support by distributing factsheets, presentations, Requests for Information, etc., to clients.
- Work with internal teams to organize roadshows, events, conference calls, and the provision of appropriate support materials.
- Leading on the organization of bespoke client events.
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Client Servicing / Operations
- Manage the monthly, quarterly, and ad-hoc reporting requirements for certain clients, including bespoke reports and updates of operational fund template data.
- Liaise with internal support teams on queries (Finance, Legal, Compliance, Marketing, Product, and the respective Reporting teams) and coordinate responses to clients.
- Work closely with the GlobalConnect team in Paris to keep up-to-date with the latest Salesforce developments and tools.
Skills and Qualifications
- Degree educated or equivalent combination of education and experience. Professional qualifications (IMC or similar preferable).
- Numerate and analytical with a strong attention to detail.
- Experienced with Salesforce/Client Relationship Management systems.
- Strong skills in both Excel and PowerPoint.
- Ability to work independently and demonstrate ownership of tasks.
- Strong written and communication skills.
- Desire for operational excellence and accuracy.
- Passion for listening, human engagement, learning about people, and discussing markets and investment strategies.
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This role is for you if you are a proactive, driven individual with a strong work ethic and a desire to make a positive impact. We invite you to apply and contribute to our firm’s success.
Benefits
Natixis Investment Managers’ employees can access a wide range of benefits which, depending on eligibility criteria, include:
- 26 days of holiday entitlement per year (plus a day off on your birthday).
- Range of benefits to support your physical, psychological, and financial wellbeing.
- Employee Assistance Program, a robust behavioral health network with counseling and coaching services.
- Recognition and service awards.
At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity, and background. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We are committed to finding reasonable adjustments for candidates during our recruitment process. Please let us know if there are any changes we could make to the application process to make it easier and more comfortable for you at HRUK@natixis.com or by calling 0203 405 5113.
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