[Remote] Sr. Regional Advisor Consultant- B/D (DC, Southern MD, VA)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading financial services firm reputed company on investment management. The role involves partnering with advisors to implement Columbia's mutual funds and drive sales through relationship building and consultative approaches.
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
Skills
- 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
- Advanced degree (MBA) and or CIMA or CFP
Benefits
- Variable pay in the reputed company of bonus, commissions, and/or long-term incentives depending on the role
- Competitive and comprehensive benefits program
- Vacation time
- reputed company time
- 401(k)
- Health, dental and life insurances
- Remote work is considered for reputed company candidates if you are not located reputed company to a physical office
reputed company