Sales Specialist, Separately Managed Accounts

About Our 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.

Job Description

We are hiring a Sales Specialists, Separately Managed Accounts to join our team.

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.

Visa Sponsorship

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).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $100,000 - $125,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick 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 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.

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.