Internal/External Wholesaler - Hybrid

Employer
Ameriprise Financial, Inc.
Location
Boston, USA
Salary
Competitive
Posted
18 Jun 2022
Closes
26 Jun 2022
Ref
15488003
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Partner and consult with financial advisors to guide the implementation of Columbia's mutual funds and/or separate accounts sales. Deliver product knowledge and usable sales approaches across Broker Dealer and Independent Advisor channels. Create Columbia Threadneedle brand recognition and demand.

Responsibilities

  • Represent products distributed and marketed by Columbia Threadneedle. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors across Independent Advisor channel.
  • Partner with Intermediary wholesaling 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.
  • 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.


Required Qualifications

  • Bachelors degree or equivalent.
  • 3-5 years experience in financial services industry.
  • 3+ years sales experience.
  • Proven ability to build strong relationships.
  • Demonstrated ability to make successful and dynamic sales presentations.
  • 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.


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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