Loomis, Sayles & Company
Sales Consultant-Advisory Channel (West)
Loomis, Sayles & Company, Saint Louis, Missouri, United States, 63146
Sales Consultant-Advisory Channel (West)
Virtual Job Description
Posted Friday, October 17, 2025 at 4:00 AM Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $413 billion in assets under management (as of 30 June 2025) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS , the core characteristics of who we aspire to be as employees and an organization.
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity: About the Role The Sales Consultant-Advisory Channel is a role within the Managed Account Strategies team. The position will be responsible for the suite of retail strategies including Mutual Funds, ETF's and SMA’s and will be a key liaison to the Wealth Management space. Primary functions of the Sales Consultant-Advisory Channel are servicing existing clients, identifying sales opportunities for other Loomis strategies and representing the Loomis brand. The candidate will be expected to travel and build relationships on their own, as well as with their Natixis sales counterparts on the West Coast. Presence at conferences, industry events, and speaking opportunities to promote the Loomis Sayles investment lineup is an expectation. In addition to sales pull through efforts, client service will also be paramount. The Sales Consultant-Advisory Channel will serve as a primary contact for RIAs/FAs looking to connect with a Loomis product team or questions about their portfolio. The candidate must be a self-motivated, solutions-oriented team player with a sense of ownership and accountability for the retail business at Loomis Sayles. The role requires strong communication skills as well as investment knowledge. Job Responsibilities Capacity to speak to Loomis Sayles’ history, organizational structure, and meaningful firm updates. Ability to speak to relevant product teams and key product and strategy messaging Serve as the primary Loomis contact for SMA accounts for servicing and account level questions. Track and contact Loomis SMA clients across all investment strategies Facilitate all RIA and FA requests for product updates on mutual fund business and develop existing RIA client list Provide feedback on advisor trends, concerns and themes to share with marketing and client service Attend client meetings/conference calls as needed Proactively develop working relationship with Natixis counterparts for meetings, strategy and client service as well as participate in Natixis business planning sessions Investment Knowledge Keep up to date on all Loomis macro views, risk tools, blog listings, and market trends Versed in the equity markets and being able to represent a strong level of understanding of the firm’s equity portfolio offerings regarding investment process, attribution and performance history Versed in the fixed income markets to be able to relate how changing markets could affect our line up of fixed income portfolios as well as the differences among the suite of offerings Understanding of competitive landscape regarding peers, pricing and platform placement Business Management Set activity and business goals with quarterly reporting on client development Participate in all training for personal and professional development Appropriate use of Loomis’ offices, entertainment opportunities and leveraging available product teams Qualifications & Education Requirements Bachelor’s degree and 10+ years experience in the investment industry with at least 2 years experience working face to face with financial advisors FINRA Series 7 required CFA, CAIA or a degree in Business preferred, not required Familiarity with fixed income and equity securities, as well as compliance procedures Exceptional communication skills- both verbal and written Ability to work and travel independently and also be a team player Proactive attitude and ready to share constructive feedback Ability to speak in public settings and articulate a firms’ value proposition A powerful work ethic, self-starter, curiosity, client-first focus A great teammate— work collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when needed– we cover each other all the time Location This location will be west of the Mississippi Base: $150,000 - $180,000, plus bonus and benefits EEOC and Diversity Statement Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender , age, national origin, religion, sexual orientation, gender identity, status as a vete ran, and basis of disability or any other federal, state or local protected class. Job Family Client Service, Relationship Management and Sales
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Virtual Job Description
Posted Friday, October 17, 2025 at 4:00 AM Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $413 billion in assets under management (as of 30 June 2025) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS , the core characteristics of who we aspire to be as employees and an organization.
Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity: About the Role The Sales Consultant-Advisory Channel is a role within the Managed Account Strategies team. The position will be responsible for the suite of retail strategies including Mutual Funds, ETF's and SMA’s and will be a key liaison to the Wealth Management space. Primary functions of the Sales Consultant-Advisory Channel are servicing existing clients, identifying sales opportunities for other Loomis strategies and representing the Loomis brand. The candidate will be expected to travel and build relationships on their own, as well as with their Natixis sales counterparts on the West Coast. Presence at conferences, industry events, and speaking opportunities to promote the Loomis Sayles investment lineup is an expectation. In addition to sales pull through efforts, client service will also be paramount. The Sales Consultant-Advisory Channel will serve as a primary contact for RIAs/FAs looking to connect with a Loomis product team or questions about their portfolio. The candidate must be a self-motivated, solutions-oriented team player with a sense of ownership and accountability for the retail business at Loomis Sayles. The role requires strong communication skills as well as investment knowledge. Job Responsibilities Capacity to speak to Loomis Sayles’ history, organizational structure, and meaningful firm updates. Ability to speak to relevant product teams and key product and strategy messaging Serve as the primary Loomis contact for SMA accounts for servicing and account level questions. Track and contact Loomis SMA clients across all investment strategies Facilitate all RIA and FA requests for product updates on mutual fund business and develop existing RIA client list Provide feedback on advisor trends, concerns and themes to share with marketing and client service Attend client meetings/conference calls as needed Proactively develop working relationship with Natixis counterparts for meetings, strategy and client service as well as participate in Natixis business planning sessions Investment Knowledge Keep up to date on all Loomis macro views, risk tools, blog listings, and market trends Versed in the equity markets and being able to represent a strong level of understanding of the firm’s equity portfolio offerings regarding investment process, attribution and performance history Versed in the fixed income markets to be able to relate how changing markets could affect our line up of fixed income portfolios as well as the differences among the suite of offerings Understanding of competitive landscape regarding peers, pricing and platform placement Business Management Set activity and business goals with quarterly reporting on client development Participate in all training for personal and professional development Appropriate use of Loomis’ offices, entertainment opportunities and leveraging available product teams Qualifications & Education Requirements Bachelor’s degree and 10+ years experience in the investment industry with at least 2 years experience working face to face with financial advisors FINRA Series 7 required CFA, CAIA or a degree in Business preferred, not required Familiarity with fixed income and equity securities, as well as compliance procedures Exceptional communication skills- both verbal and written Ability to work and travel independently and also be a team player Proactive attitude and ready to share constructive feedback Ability to speak in public settings and articulate a firms’ value proposition A powerful work ethic, self-starter, curiosity, client-first focus A great teammate— work collaboratively with your peers in a tightknit group, displaying an interest and ability to assist when needed– we cover each other all the time Location This location will be west of the Mississippi Base: $150,000 - $180,000, plus bonus and benefits EEOC and Diversity Statement Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender , age, national origin, religion, sexual orientation, gender identity, status as a vete ran, and basis of disability or any other federal, state or local protected class. Job Family Client Service, Relationship Management and Sales
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