Strategic Client Advisor

Loomis Sayles Job Opportunity

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 $417 billion in assets under management (as of 31 March 2026) 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.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED

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 is seeking a Strategic Client Advisor to join the Strategic Relationships team to partner with our sub-advisory client's distribution teams. This individual will serve as a key client-facing representative for the firm, supporting sub-advisory and intermediary client relationships through advisor and wholesaler engagement, event support, and distribution support strategy. This role is designed to meet growing demand for dedicated field support across our strategic partner relationships, particularly as value-add client engagement programs continue to expand.

About the Team

The Strategic Relationship team at Loomis Sayles focuses on developing and deepening relationships with the firm's most important institutional clients. The team partners closely with investment professionals and distribution to ensure clients have a clear understanding of portfolio strategies, positioning, and performance. They act as a central point of coordination, bringing together resources across the firm to deliver consistent, high-quality client engagement and support long-term partnership growth.

Job Responsibilities

• Build and maintain relationships with internal and external wholesalers at key strategic partners, serving as a consistent point of contact and Loomis Sayles ambassador in the field
• Proactive engagement with our sub-advisory client's distribution teams to promote Loomis Sayles's investment views and value add content.
• Travel extensively across the US and Canada to meet with sales teams at priority client and prospect firms, representing Loomis Sayles and our relevant investment strategies
• Support value-add speaker programs and practice management events hosted on behalf of strategic partners, coordinating logistics and serving as an on-site Loomis representative
• Develop fluency in Loomis Sayles' sub-advisory investment strategies to credibly represent the firm in field settings independently and/or alongside investment teams.

Qualifications & Education Requirements

• Series 7 and Series 63 required
• 5-10 years of experience in asset management, financial services distribution, or a client-facing retail wholesaling role preferred
• Willingness and ability to travel extensively (domestic and international)
• Strong interpersonal, communication, and presentation skills; comfort engaging with financial advisors, sales professionals, and senior client contacts.
• Demonstrate a high level of knowledge of capital markets, and the ability to learn about individual investment products (investment philosophy, investment process, strategy, characteristics).
• Highly organized, self-directed, and collaborative

Additional Requirements

The position follows a hybrid schedule with two days work from home and three days work from office.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $160,000 - $200,000 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.

Global Benefit Statement:

At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well-being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

Core Global Benefit Offerings:

Health & Welfare: Medical, dental, and supplemental health plans

Retirement Savings

Paid Time Off

Company-Provided Leave Benefits

Life and Disability Insurance

Work/Life and Wellness Resources

Locally Relevant Perks and Programs

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 veteran, and basis of disability or any other federal, state or local protected class.