Sales Specialist, Separately Managed Accounts
About The Position
We are hiring for two Sales Specialists, Separately Managed Accounts to join our team. You will partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's Separately Managed Account business, primarily our Direct Indexing solution. You will deliver product knowledge and usable sales approaches across BD, RIA, Private Bank, and Independent channels. In this role you will create Columbia Threadneedle brand recognition and demand. Drive sales by supporting Regional Advisor Consultants and National Account Managers is sharing our portfolio management process and competitive advantage in tax loss harvesting solutions.
Requirements
- 5 -7 years' experience in financial services industry.
- 3+ years sales experience.
- Licensing - a combination of series 7 and series 66 or series 7, series 63 and series 65.
- Proven ability to build strong relationships.
- Demonstrated ability to make successful and dynamic sales presentations.
Nice To Haves
- Previous sales experience with SMAs particularly direct indexing.
- Knowledge of tax-loss harvesting platforms and competitors.
- Competent at cross channel consultative sales conversations.
- CIMA or CFA.
Responsibilities
- Partner with Intermediary wholesaling team and National Account 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.
- Conference and platform on-boarding travel required in addition to travel with regional advisor consultants in territory.
- Partner with portfolio management team and regional advisor consultants in delivering high touch service model in the sales, account opening, maintenance and performance review process.
- 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.
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
