Retirement Investment Consultant

Expiring today

Employer
Ameriprise Financial, Inc.
Location
Boston, USA
Salary
Competitive
Posted
08 Jun 2022
Closes
07 Jul 2022
Ref
15336218
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Partner and consult with DC-focused advisors to drive sales of Columbia Threadneedle's investment management products throughout the DC channel. Deliver product knowledge and usable technical sales approaches. Create Columbia brand recognition and demand.

If you are not located close to a physical office, remote work is considered for qualified candidates.

Responsibilities

  • Representation of retirement products distributed and marketed by Columbia Threadneedle. Drive sales by developing, maintaining, and deepening relationships with new and existing DC-focused advisors; influences advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives.
  • Identifies client needs and provides investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners (marketing, senior leaders, field leaders).
  • Conducts 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 retirement, portfolio building and practice management.
  • Keeps abreast of industry/market trends and developments and maintains sound working knowledge of Columbia Threadneedle's products and services. Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
  • Report sales and activities to management on a weekly basis.


Required Qualifications

  • • Bachelors Degree.
  • • 5-7 years' relevant experience.
  • Experience 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 make successful and dynamic sales presentations.
  • Self-driven and able to manage territory budget and operate autonomously.
  • Collective Investment Trust (CIT) 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 within a defined period of time.


Preferred Qualifications

  • Advanced degree and/or CIMA or CFP.


About Our Company

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.

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.

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