Senior Regional Investment Consultant, Pacific Northwest | Columbia Threadneedle Investments

Employer
Ameriprise Financial, Inc.
Location
San Francisco, USA
Salary
Competitive
Posted
Nov 15, 2022
Closes
Dec 05, 2022
Ref
17209369
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Columbia Threadneedle is growing their Private Client Advisory Channel and hiring a Senior Regional Investment Consultants in the Pacific Northwest. This territory is responsible for Northern California, Oregon, Washington, Idaho and Utah. In this role you will promote Columbia Threadneedle strategies and investment vehicles through the Private Client Advisor Channel to RIA firms and Private Bank Trust companies and their clients as well as select retail organizations. You will also articulate complex investment strategies and deliver usable sales approaches to advisors for use with their High Net Worth investor clients, deliver and train advisors on value-added content as well as provide thought leadership and Columbia's perspective as a compliment to target firm's outlook.

Responsibilities

  • Provide representation of all products distributed and marketed by Columbia Threadneedle in the Pacific Northwest territory of our Private Client Advisory channel. Territory includes WA, OR, Northern CA, UT, ID, AK.
  • Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influence 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.
  • Identify 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).
  • 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.
  • Report sales and activities to management on a weekly basis.
This position may be located anywhere within the Pacific Northwest.

Required Qualifications

  • 6+ years relevant experience.
  • Bachelors degree or equivalent.
  • Demonstrated sales track record and successful territory management.
  • Consultative selling skills and communication skills.
  • Deep investment knowledge including expertise in utilizing MPT and post-modern portfolio theories to position investment solutions.
  • Experience calling on and working with the RIA community.
  • Experience selling and marketing mutual funds, separately managed accounts, and ETFs.
  • Ability to deliver value-added content as a way to influence sales and develop/strengthen partnerships.
  • Experience working within a Fiduciary sales construct - RIAs, Private Banks, Institutional firms, &/or firms focused on high net worth clients.
  • Series 63/66 and Series 65/66.
  • Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time.


Preferred Qualifications

  • CIMA, CAIA, CFA, 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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