Loomis, Sayles & Company
Investment Director, Intermediary Channel (Growth Equity Strategies)
Loomis, Sayles & Company, Boston, Massachusetts, us, 02298
Investment Director, Intermediary Channel (Growth Equity Strategies)
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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. Founded in 1926, we oversee approximately $425 billion in assets under management, spanning more than 50 countries.
We foster a culture of entrepreneurialism, empowering employees to develop themselves and their ideas. Our culture centers on shared IDEALS: inclusion, diversity, teamwork, excellence, accountability, leadership, and solutions‑orientation.
About The Role The Investment Director for Growth Equity Strategies (GES) will act as the key GES liaison and subject‑matter expert for Loomis Sayles’ U.S.‑based wholesale/retail distribution efforts. The role focuses on driving increased awareness and business development for GES retail vehicles through collaboration with external wholesalers and internal sales desk distribution teams.
Job Responsibilities
Represent GES products in prospect/client meetings and calls, in collaboration with distribution sales teams.
Provide sales teams with information regarding product positioning, portfolio holdings, historical performance, attribution, and competitive landscape.
Increase awareness and understanding of GES products through ongoing training by designing and delivering training to internal and external distribution partner departments.
Develop GES business development plans with measurable and trackable objectives in collaboration with the GES product management team and distribution partner teams.
Define in‑field marketing support materials based on field intelligence and develop materials that differentiate GES offerings relative to competitors.
Stay abreast of key competitor performance and flows as well as competitor pricing and evolving product vehicles and structures.
Coordinate and help provide responses to ad hoc questions, commentary, and performance inquiries from the field, in collaboration with GES product management.
Serve as an expert source on product structure, fees, and operational specifics for vehicles offered through distribution channels and partners.
Develop a comprehensive and up‑to‑date understanding of the U.S.‑based distribution partner organizations to facilitate ongoing management and planning of GES business development.
Qualifications & Education Requirements
Bachelor’s degree; MBA preferred
CFA required
10+ years of financial services experience
Deep knowledge of equity markets and investment products
Strong understanding of intermediary channel and business development
Excellent communication skills
Effective writing and editing skills
Strong interpersonal skills and a positive demeanor
Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc.)
Ability to handle competing priorities
May travel 50%+
Compensation and Benefits The salary range for this position is $180,000–$260,000 USD, based on experience and qualifications. This role is eligible for a discretionary annual incentive award. You will also have access to a comprehensive benefits package designed to support your health, well‑being, and financial security.
EEOC and Diversity Statement Loomis Sayles is deeply committed to building a diverse and inclusive workforce. We encourage candidates to apply even if your experience does not fully match the job description, as we value creativity, tenacity, and humility. We are an Equal Opportunity Employer and do not discriminate based on race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, veteran status, disability, or any other protected class.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Referrals increase your chances of interviewing at Loomis, Sayles & Company by 2x.
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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. Founded in 1926, we oversee approximately $425 billion in assets under management, spanning more than 50 countries.
We foster a culture of entrepreneurialism, empowering employees to develop themselves and their ideas. Our culture centers on shared IDEALS: inclusion, diversity, teamwork, excellence, accountability, leadership, and solutions‑orientation.
About The Role The Investment Director for Growth Equity Strategies (GES) will act as the key GES liaison and subject‑matter expert for Loomis Sayles’ U.S.‑based wholesale/retail distribution efforts. The role focuses on driving increased awareness and business development for GES retail vehicles through collaboration with external wholesalers and internal sales desk distribution teams.
Job Responsibilities
Represent GES products in prospect/client meetings and calls, in collaboration with distribution sales teams.
Provide sales teams with information regarding product positioning, portfolio holdings, historical performance, attribution, and competitive landscape.
Increase awareness and understanding of GES products through ongoing training by designing and delivering training to internal and external distribution partner departments.
Develop GES business development plans with measurable and trackable objectives in collaboration with the GES product management team and distribution partner teams.
Define in‑field marketing support materials based on field intelligence and develop materials that differentiate GES offerings relative to competitors.
Stay abreast of key competitor performance and flows as well as competitor pricing and evolving product vehicles and structures.
Coordinate and help provide responses to ad hoc questions, commentary, and performance inquiries from the field, in collaboration with GES product management.
Serve as an expert source on product structure, fees, and operational specifics for vehicles offered through distribution channels and partners.
Develop a comprehensive and up‑to‑date understanding of the U.S.‑based distribution partner organizations to facilitate ongoing management and planning of GES business development.
Qualifications & Education Requirements
Bachelor’s degree; MBA preferred
CFA required
10+ years of financial services experience
Deep knowledge of equity markets and investment products
Strong understanding of intermediary channel and business development
Excellent communication skills
Effective writing and editing skills
Strong interpersonal skills and a positive demeanor
Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc.)
Ability to handle competing priorities
May travel 50%+
Compensation and Benefits The salary range for this position is $180,000–$260,000 USD, based on experience and qualifications. This role is eligible for a discretionary annual incentive award. You will also have access to a comprehensive benefits package designed to support your health, well‑being, and financial security.
EEOC and Diversity Statement Loomis Sayles is deeply committed to building a diverse and inclusive workforce. We encourage candidates to apply even if your experience does not fully match the job description, as we value creativity, tenacity, and humility. We are an Equal Opportunity Employer and do not discriminate based on race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, veteran status, disability, or any other protected class.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Referrals increase your chances of interviewing at Loomis, Sayles & Company by 2x.
#J-18808-Ljbffr