Victor M. Howell, Jr., MBA, CAIA

VP, Managing Regional Director, Financial Institutions Group at Natixis Investment Managers

Greater Boston

About

Experience

  • Natixis Investment Managers (11 yrs 10 mos)
    • VP, Managing Regional Director, Financial Institutions Group
      Oct 2023 - Present · 2 yrs 10 mos

      Manager due diligence and research coverage of broker dealer relationships.

    • Managing Regional Director, Fiduciary Services
      Jan 2022 - Oct 2023 · 1 yr 10 mos

      Fiduciary Development Unit - Northeast Region RIA, Family Office & Bank Trust relationships, in Rhode Island, New York, New Jersey, Connecticut & Massachusetts.

    • Vice President, Intermediary Distribution
      Sep 2020 - Jan 2022 · 1 yr 5 mos

      Research Consulting and Development • Tasked with relationship management & product placement at broker-dealers • Develop then implement territory strategy to obtain individual and team targets • Communicate pipeline opportunities and account updates to distribution team • Coordinate efforts across several investment affiliates with different objectives/incentives • Provide intel on trends based on client interactions to inform internal business decisions

  • Fidelity Investments (1 yr 3 mos)
    • Regional Investment Consultant
      Apr 2014 - Oct 2014 · 7 mos

      Territory: Greater D.C & Northern VA Wires

    • Inbound Sales Representative
      Aug 2013 - Apr 2014 · 9 mos

      • Regularly shared sales ideas and best practices across the desk • Demonstrated market aptitude & product knowledge to reactively position solutions • Maintained best practices to assist in building relationships with financial professionals • Worked to develop strong and concise product stories to share with financial professionals

  • Paraplanner (Wealth Management) at Ameriprise Financial
    Mar 2011 - Aug 2013 · 2 yrs 6 mos

    Ameriprise Financial (Miller, Allen & Associates, P2 channel)