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About the Role
Partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's ETF account sales. Deliver product knowledge, competitor analysis, and usable sales approaches across BD, RIA, Private Bank, and Independent channels. Create brand recognition and demand, driving sales by developing, maintaining, and deepening relationships with new and existing advisors.
Responsibilities
- Represent Strategic Beta/ETF products distributed and marketed by Columbia Threadneedle.
- Drive sales by developing, maintaining, and deepening relationships with new and existing advisors across BD, RIA, Private Bank, and Independent channels.
- Partner with Intermediary wholesaling 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.
- 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.
- Knowledge of ETFs and ETF trading.
- 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.
- Understanding of RIA channel.
- CIMA.
- Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Location
- Remote
- Los Angeles
- San Francisco
Work Type
- Remote
- Full-time
Experience Level
- 5-7 years
- 3+ years
Salary/Compensations
- $100,000 - $125,000 per year
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurances
About the Company
- Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
- We're intentionally built to help you succeed.
- Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together.
- Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets.
- Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.
- Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
- Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities.
- We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.
Equal Opportunity
- Columbia Threadneedle is an equal opportunity employer.
- We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
- We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.
- If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.