Retirement Investment Consultant; Midwest region
Position: Retirement Investment Consultant (Midwest region)
Overview
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.
Key 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
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $100,000 / 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.
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.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management
#J-18808-Ljbffr
Apply Now
Apply Now
Overview
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.
Key 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
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $100,000 / 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.
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.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management
#J-18808-Ljbffr
Apply Now
Apply Now