External Wholesaler- San Francisco Bay area

Ameriprise Financial, Inc.
San Francisco, USA
Oct 01, 2022
Oct 19, 2022
Industry Sector
Finance - General
Employment Type
Full Time
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.


  • 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.

Required Qualifications

  • 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.

Preferred Qualifications

  • Advanced degree (MBA) and or CIMA or CFP.

About Our Company

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.

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.
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