Client Development Manager, Western U.S., Taft-Hartley Team

Taft Hartley Client Relationship/Development (Western US)

Virtual

Job Description

Posted Tuesday, July 1, 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

Loomis Sayles seeks to recruit an experienced institutional sales professional to assume responsibility for Western states in the USA. This individual will be responsible for building and maintaining high quality relationships with large Taft Hartley plans in the Western US. He/she will represent all of the Loomis Sayles investment products, both traditional and alternative.

Broad product knowledge and excellent sales and relationship management skills are required. The ideal candidate is an experienced, disciplined professional with a track record of successfully selling a variety of investment products and raising significant assets on a consistent basis. Experience with Taft Hartley channel is a plus. He/she must also be a collaborative individual who will foster strong working relationships with fellow team members across consultant relations, client service, marketing and investments.

Job Responsibilities

• Identify and convert prospects to Loomis Sayles clients.
• Identify new business opportunities and effectively position Loomis for inclusion in qualified finals presentations, primarily by immersion with channel influencers-existing client trustees, consultants, administrators, legal counsel.
• Lead new business meetings and close sales on institutional accounts.
• Conduct Client Review Meetings and Final Presentations, usually solo
• In collaboration with colleagues, develop and implement a marketing plan for gathering assets from targeted investors.
• Proactively market Loomis’ institutional strategies – existing, new, and developing products – in order to gain new business.
• Provide insight to the Director of the Taft Hartley team, the marketing group and investment management teams on competitive challenges, opportunities within the institutional market, and ways to better position the firm to successfully and profitably compete.

Skills/Qualifications

• 7-10 years of relevant experience which should include institutional sales. Other successful client facing experience will also be considered if within Taft-Hartley/MEP channel
• Series 3,7 and 63 FINRA or willingness to obtain such licenses
• Ability to develop and maintain deep knowledge of the firm’s products
• Excellent communication skills, willingness to travel often, relentless, non-offensive nature
• Ability to interact and collaborate effectively with investment teams as well as other sales and client service professionals.
• High personal and professional standards. Unassailable integrity and ethics.
• Must have convenient access to travel to West Coast, individuals located in Western, Mountain and Central time zones will be considered

EEOC and Diversity S tatement
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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