Strategic Client Advisor

About the role

Loomis Sayles is seeking a Strategic Client Advisor to join the Strategic Relationships team. 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 expand.

Job Responsibilities

• Build 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 field
• Proactive engagement with our sub-advisory client’s distribution teams to promote Loomis Sayles’s investment views and value add content
• Travel extensively across the US and Canada to meet with sales teams at priority client and prospect firms, representing Loomis Sayles and our relevant investment strategies
• Support value-add speaker programs and practice management events hosted on behalf of strategic partners, coordinating logistics and serving as an on-site Loomis representative
• Develop fluency in Loomis Sayles’ sub-advisory investment strategies to credibly represent the firm in field settings independently and/or alongside investment teams

Qualifications & Education Requirements

• Series 7 and Series 63 required
• 5-10 years of experience in asset management, financial services distribution, or a client-facing retail wholesaling role preferred
• Willingness 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 collaborative

Additional Requirements

• The position follows a hybrid schedule with two days work from home and three days work from office.
• Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $160,000 - $200,000 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 performance.
• In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.

Pay

$160,000 - $200,000 USD

Schedule

Hybrid schedule with two days work from home and three days work from office.