Sr. Regional Advisor Consultant- B/D (DC, Southern MD, VA)

Job Title

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.

Key Responsibilities

• 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

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

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.

Job Details

Full time

Exempt

Job Family Group: Sales

Line of Business: AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.