Description
You will partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's Separately Managed Account business, primarily our Direct Indexing solution. You will deliver product knowledge and usable sales approaches across BD, RIA, Private Bank, and Independent channels.
In this role you will create Columbia Threadneedle brand recognition and demand. Drive sales by supporting Regional Advisor Consultants and National Account Managers is sharing our portfolio management process and competitive advantage in tax loss harvesting solutions.
Key Responsibilities
- Partner with Intermediary wholesaling team and National Account team to achieve sales goals and objectives through effective territory and resource planning and the use of a consultative sales process and other performance improvement systems. Conference and platform on-boarding travel required in addition to travel with regional advisor consultants in territory. Travel required: 10-20% of time.
- Partner with portfolio management team and regional advisor consultants in delivering high touch service model in the sales, account opening, maintenance and performance review process.
- Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. Identify client needs and provide investment and business solutions to the financial advisor.
Requirements
• 5 -7 years' experience in financial services industry.
• 3+ years sales experience.
• Licensing - a combination of series 7 and series 66 or series 7, series 63 and series 65.
• Proven ability to build strong relationships.
• Demonstrated ability to make successful and dynamic sales presentations.
Preferred
- Previous sales experience with SMAs particularly direct indexing.
- Knowledge of tax-loss harvesting platforms and competitors.
- Competent at cross channel consultative sales conversations.
- CIMA or CFA.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Requisition Number
R26_0269