In this role, you will partner and consult with advisors to guide the implementation of Columbia's mutual funds and/or separate accounts sales in a major market or high opportunity territory. Deliver product knowledge and usable sales approaches, and create Columbia brand recognition and demand. May indirectly lead more junior sales professionals to ensure appropriate coverage and attainment of sales goals
Key Responsibilities
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Represent all products distributed and marketed by Columbia Management in major market or high opportunity territory. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices by using a consultative sales process and other performance improvement systems.
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Partner with internal wholesaler and major market hybrids, as applicable, to develop a business plan, manage the territory, and drive regional sales goals and objectives. Coordinate closely with divisional leader and report sales and activities on a regular basis.
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Identify client needs and provide investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners, including marketing, senior leaders, field leaders, in order to deliver to clients.
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Conduct sales or product training meetings and public seminars for financial advisors. Make joint sales presentations to existing and prospective clients. Consult in the areas of portfolio building and practice management.
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Keep abreast of industry/market trends and developments and maintains sound working knowledge of Columbia's products and services. Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
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Indirectly lead junior sales professionals assigned to the territory. Ensure close collaboration and communication with regards to coverage and overall attainment of territory sales goals.
Required Qualifications
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Series 6, 7 and Series 63/66 FINRA Licenses Required
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Bachelors degree or equivalent work experience (4-years)
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Minimum of 8 years in mutual fund/separate account wholesaling experience
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Separate managed accounts experience
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In-depth working knowledge and experience with mutual funds and separate accounts
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Established relationships in the territory/market
Preferred Qualifications
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Demonstrated ability to make successful and dynamic sales presentations
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Demonstrated track record of sales success yielding consistent, long-term results
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Self-driven - Ability to manage territory budget and to operate autonomously
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Ability to operate in a consultative capacity in order to effectively influence advisors
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Ability to indirectly lead and influence more junior sales professionals in order to obtain desired results in assigned territory
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3+ years of wholesaling experience at Columbia Threadneedle Investments
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
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
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset ManagementPDN-9c633873-6138-4867-9fe3-495568640d14
