Investment Director, Intermediary Channel - Boston - Loomis Sayles

    Loomis Sayles
    Loomis Sayles Boston

    8 hours ago

    Description

    Investment Director, Intermediary Channel (Growth Equity Strategies)

    Job Description

    Posted Tuesday, November 18, 2025 at 5:00 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 $431 billion in assets under management (as of 31 December 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 Investment Director Growth Equity Strategies (GES) will act as key GES liaison and subject matter expertise for Loomis Sayles' US-based wholesale/retail distribution efforts. Focused on driving increased awareness of and business development for GES retail vehicles in collaboration with external wholesalers in the field and internal sales desk distribution teams.

    Job Responsibilities

    Develop a deep knowledge of the GES investment philosophy and process, including an understanding of the alpha thesis, portfolio holdings, risk attributes, past and current positioning of the portfolio, and performance attribution and analysis.

    • 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.
    • In collaboration with broader GES product management team and distribution partner teams, develop GES business development plans with measurable and trackable objectives.
    • Based on in-the-field intelligence, define in-field marketing support materials. In conjunction with broader GES product management team, develop materials differentiating 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 comprehensive and up-to-date understanding of the US-based distribution partner organizations to facilitate ongoing management and planning of GES business development.

    Qualifications & Education Requirements

    • Bachelor's degree, with 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
    • 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%+

    Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $180,000 - $260,000 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.

    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 Product Management / Investment Director


    #J-18808-Ljbffr
  • Work in company

    U.S. Intermediary Channel Marketing Manager

    Only for registered members

    Allspring is seeking a U.S. Intermediary Channel Marketing Manager to lead a team of Channel marketers in support of the U.S. Intermediary Sales Division with a focus on the Wirehouse, · Independent B/D and RIA client segments. · The incumbent will have primary responsibility to ...

    Boston $130,000 - $150,000 (USD)

    4 weeks ago

  • Work in company

    U.S. Intermediary Channel Marketing Manager

    Only for registered members

    +Seeking a U.S. Intermediary Channel Marketing Manager to lead a team of Channel marketers in support of the U.S. Intermediary Sales Division. · +Manage best in class campaigns for awareness, consideration and lead generation. · Partner with Digital Marketing utilizing CDP-genera ...

    Boston, MA

    1 month ago

  • Work in company

    U.S. Intermediary Channel Marketing Manager

    Only for registered members

    Allspring seeks Channel Marketing Manager to lead team supporting U.S. Intermediary Sales Division. This role will drive business results through client journey management and engagement strategy. · Manage Channel Marketing team to develop strategic marketing capability focused o ...

    Boston $130,000 - $150,000 (USD)

    3 weeks ago

  • Work in company

    U.S. Intermediary Channel Marketing Manager

    Only for registered members

    Allspring seeks an Intermediary Channel Marketing Manager to lead a team in support of U.S. Intermediary Sales Division. · Manage the U.S. Intermediary Channel Marketing team. · Develop best-in-class campaigns for awareness and consideration. · ...

    Boston $130,000 - $150,000 (USD) Full time

    1 month ago

  • Work in company

    RFP Writer

    Only for registered members

    Our Client, a Global Financial Services Firm, is seeking an RFP Writer in their Boston, MA location. · About the Role · We are seeking a detail-oriented and highly collaborative professional to support the preparation and coordination of Requests for Proposals (RFPs) and Due Dil ...

    Boston

    5 days ago

  • Work in company

    Senior Marketing Associate

    Only for registered members

    Senior Associate, U.S. Wealth Channel Marketing Programs - Asset Manager - Hybrid - Greater Boston · Position Overview · We are seeking a Senior Associate, U.S. Wealth Channel Marketing Programs to support the execution and optimization of integrated marketing initiatives across ...

    Boston

    2 days ago

  • Work in company

    Director, Market Intelligence

    Only for registered members

    The Director plays a vital part in shaping insights that directly impact strategic decision-making across Fidelity Institutional's distribution, wealth, and advisor technology businesses. · ...

    Boston, MA

    1 week ago

  • Work in company

    Senior Vice President, Advisor Consultant

    Only for registered members

    Overview · This individual will be responsible for the raising and retention of capital for the investments strategies offered by LaSalle Investment Management (LaSalle) and any affiliates of LaSalle for our Northeast Territory.  This role will report to the Director of Intermedi ...

    Boston Full time

    5 days ago

  • Work in company Remote job

    Senior Vice President, Advisor Consultant

    Only for registered members

    Overview · This individual will be responsible for the raising and retention of capital for the investments strategies offered by LaSalle Investment Management (LaSalle) and any affiliates of LaSalle for our Northeast Territory. This role will report to the Director of Intermedia ...

    Boston, MA

    3 days ago

  • Work in company

    Vice President, Credit Alternatives Investment Product

    Only for registered members

    We are seeking a dynamic and experienced individual with strong investment product knowledge, a passion for investing, and a deep understanding of the competitive landscape in the retail, intermediary and institutional markets. · The Vice President, Credit Alternatives Investment ...

    Boston $130,000 - $264,000 (USD)

    3 weeks ago

  • Work in company

    Vice President, Credit Alternatives Investment Product

    Only for registered members

    The Vice President, Credit Alternatives Investment Product will be responsible for leading product strategy and development for Fidelity's credit alternatives product lineup. · ...

    Boston $130,000 - $264,000 (USD) Full time

    3 weeks ago

  • Work in company

    Vice President, Credit Alternatives Investment Product

    Only for registered members

    The Vice President Credit Alternatives Investment Product will lead product strategy development management and advocacy for Fidelity's credit alternatives product lineup driving innovation by identifying market gaps evolving investor demand and emerging risks. · Develop and exec ...

    Boston, MA

    2 weeks ago

  • Work in company

    Executive Director

    Only for registered members

    The Executive Director will lead and grow the team responsible for DCIO and Sub-Advisory assets at Morgan Stanley Investment Management. · ...

    Boston Full time

    2 weeks ago

  • Work in company

    Sales Specialist, ETFs

    Only for registered members

    We are hiring for a number of Sales Specialists to join our team. · You will partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's ETF account sales. You will deliver product knowledge, competitor analysis and usable sales approaches a ...

    Boston $100,000 - $125,000 (USD) Full time

    3 weeks ago

  • Work in company

    Investment Management

    Only for registered members

    We are looking for an ETF Sales Associate to join our ETF Sales Desk office. In this role you will be responsible for driving business with clients in the highest areas of concentrated wealth within a specific territory. Sales planning: align and execute territory business plans ...

    Boston $47,840 - $77,480 (USD)

    1 month ago

  • Work in company

    Sr. Associate, Marketing

    Only for registered members

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. · In Investment Management, we deliver active investment strategies across public and private markets and custom soluti ...

    Boston $110,000 - $160,000 (USD)

    1 month ago

  • Work in company

    Content Marketing Coordinator

    Only for registered members

    This role will help develop curate and disseminate engaging content across owned social channels.This includes supporting both paid and organic social efforts managing the day-to-day oversight of content reporting keeping abreast of social trends and changes to the various platfo ...

    Boston, MA

    1 month ago

  • Work in company

    Marketing and Community Management Lead

    Only for registered members

    We are seeking a Marketing & Community Lead to own the company's digital presence, content strategy, and community-building efforts. · Own and manage the company website, blog, and LinkedIn presence. · Develop and publish regular content focused on patient education, clinical nee ...

    Boston

    2 weeks ago

  • Work in company

    Sales Specialist, ETFs

    Only for registered members

    We are hiring for a number of Sales Specialists, ETF's to join our team. · You will partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's ETF account sales. You will deliver product knowledge, competitor analysis and usable sales appro ...

    Boston, Massachusetts

    1 week ago

  • Work in company

    Executive Director

    Only for registered members

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management  · organizations of any full-service securities firm, with more than 40 years of history, a presence in 24  · countries, and a total of $1.7 trillion in assets under management as of June 30 ...

    Boston, Massachusetts, United States of America

    1 day ago

  • Work in company

    Investment Management

    Only for registered members

    We are looking for an ETF Sales Associate to join our ETF Sales Desk office. · ...

    Boston, MA

    1 month ago

Jobs
>
Boston