National Advisor Consultant

Columbia Threadneedle Investments is a diversified financial services leader with more than $1.5 trillion in assets under management. As a National Advisor Consultant, you will cultivate strong client relationships, promote Columbia Management products, and provide sales support to brokers and wholesalers. Responsibilities Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments Solicits feedback from managers, sales desk, and wholesalers Takes and inputs literature orders Maintains management software Assumes additional responsibilities as requested Skills Bachelor's degree or equivalent Excellent organizational, communication and interpersonal skills Attention to detail and accuracy 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 Vacation time Sick time 401(k) Health, dental and life insurance Company Overview Columbia Threadneedle Investments is an asset management firm. It was founded in 1985, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship Columbia Threadneedle Investments has a track record of offering H1B sponsorships, with 8 in 2025, 6 in 2024, 3 in 2023, 14 in 2022, 6 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.