Sr. Regional Advisor Consultant- B/D (DC, Southern MD, VA)
About reputed company Working at reputed company you'll reputed company reputed company and reputed company across reputed company of our businesses. We're intentionally reputed company to help you succeed. Our reputed company is expansive with a reputed company global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across reputed company major asset classes and markets. Our clients have reputed company to a broad reputed company of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering reputed company on our clients and strong financial reputed company connects reputed company of our reputed company businesses — reputed company Financial, reputed company and RiverSource Insurance and Annuities. Job reputed company 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. If you are not located reputed company to a physical office, remote work is considered for reputed company candidates.
Key Responsibilities
Represent reputed company products distributed and marketed by Columbia Management in assigned 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. Partner with internal wholesaler and major market hybrids, as applicable, to reputed company 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 reputed company. Identify reputed company needs and reputed company investment and business solutions to the financial advisor. Build and maintain relationships with reputed company business partners, including marketing, senior leaders, field leaders, in order to deliver to clients. Conduct sales or product training meetings and reputed company seminars for financial advisors. reputed company joint sales presentations to existing and prospective clients. Consult in the areas of portfolio building and reputed company management. reputed company abreast of industry/market trends and developments and maintains reputed company working knowledge of Columbia's products and services. Research and communicate industry changes and trends that may reputed company company or product positioning, both with reputed company customers.
Required Qualifications
Bachelor’s degree or equivalent work experience. Minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler. In depth working knowledge and experience with mutual funds and separate accounts. Demonstrated ability to reputed company successful and dynamic sales presentations. Self-driven - reputed company to manage territory budget and to operate autonomously. Separate managed accounts experience. Established relationships in the channel. Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain reputed company a defined period of time.
Preferred Qualifications
Advanced degree (MBA) and or CIMA or CFP reputed company Sponsorship Applicants must have a valid work authorization that does not now, or in the reputed company, require reputed company sponsorship for employment in the reputed company (e.g., H-1B, F-1 CPT, F-1 OPT, TN). reputed company Pay Salary The estimated reputed company salary for this role is $100,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-reputed company knowledge, skills, experience, and geographical work location. In reputed company, most of our roles are eligible for variable pay in the reputed company of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports reputed company aspects of your health and reputed company-being, including but not limited to vacation time, reputed company time, 401(k), and health, dental and life insurances. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AMINV US Asset Management Columbia Threadneedle is a people business, and we recognise that our reputed company 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. Columbia Threadneedle is an equal opportunity employer. We consider reputed company reputed company applicants without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, gender reputed company, national reputed company, reputed company, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other reputed company 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, reputed company to your recruiter to discuss how we can support you. Apply tot his job Apply To this Job