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Summary:
- 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 close to a physical office, remote work is considered for qualified candidates.
Responsibilities:
- Represent all 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 develop 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 basis.
- Identify client needs and provide investment and business solutions to the financial advisor.
- Build and maintain relationships with internal and external business partners, including marketing, senior leaders, field leaders, in order to deliver to clients.
- Conduct 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 portfolio building and practice management.
- Keep abreast of industry/market trends and developments and maintains sound working knowledge of Columbia’s products and services.
- Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
Requirements:
- 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 make successful and dynamic sales presentations.
- Self-driven – able 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 within a defined period of time.
Benefits:
- Base Pay Salary: Estimated at $85,000 per year.
- Pay-for-performance compensation philosophy.
- Bonus, commissions, and/or long-term incentives depending on the role.
- Competitive and comprehensive benefits program supporting health and well-being, including vacation time, sick time, 401(k), health, dental, and life insurance.
