Separately Managed Account Internal Advisor Consultant

Ameriprise Financial Services, LLC•Boston, MA

1d•$60,000•Onsite

About The Position

Are you interested in starting a meaningful career that allows you to make an impact? If you’re excited by the opportunity to work in a collaborative role where you will build your knowledge of the financial services industry, then launch your career as a Separately Managed Account Internal Advisor Consultant. As a Separately Managed Account Internal Advisor Consultant, you will work to develop, maintain, and deepen relationships with clients and wholesalers to help them meet their unique goals. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding goals. If this sounds like a role you see yourself excelling in, we highly encourage you to apply. Why you’ll like this role: • Opportunity to deepen your knowledge of the financial services industry • Collaborative, team-based environment where you will engage with clients and colleagues throughout the day • Access to one-of-a-kind sales training to enhance your skill set with a focus on SMA’s and Direct Indexing • Career path optionality – While many individuals move up through sales team, others move on to other departments like product, marketing and investments. This is a Boston-based position.

Requirements

College degree
High energy
Proven ability to build strong relationships
2+ years of sales experience or finance experience
Excellent communication and presentation skills
Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined).

Responsibilities

Develop, maintain, and deepen relationships with clients and colleagues
Educate clients and colleagues on our SMA offerings and assist in facilitating the onboarding and servicing of clients
Work closely with the SMA Sales Specialists in all aspects of the sales process
Reach out to clients and prospective clients and respond to questions in a knowledgeable, timely fashion
Demonstrate an understanding of clients’ business, sales trends and portfolio features with a focus on SMA’s and Direct Indexing
Maintain notes on client interactions and effectively prepare for client calls and meetings
Research and communicate industry changes and trends that may impact company or product positioning