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Client Portfolio Manager

Mid Career

Primary relationship resource for a subset of our largest and most important existing Solutions relationship. Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support once the client has invested with Natixis. Assist advisor teams with more complicated transition situations (typically tax related). This work could include both the upfront analysis but then also the actual implementation where the individual would work with client service, operations, and trading to ultimately get the one or more accounts invested properly. Handling incoming calls and emails from advisors and the Natixis sales force related to separate account strategies and our process and implementation.

Key Job Details

  • Job Location: Greater San Francisco, CA Area
  • Qualifications:
  • Experience: