Regional Advisor Consultant- BD/IAD (LA, MS territory)

at  Columbia Threadneedle Investments

Partner and consult with advisors to guide the implementation of Columbia’s mutual funds and/or separate accounts sales. Deliver product knowledge and usable sales approaches. Create Columbia brand recognition and demand.
If you are not located close to a physical office, remote work is considered for qualified candidates.

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 (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

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

• Represent all products distributed and marketed by Columbia Management. 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 (e.g. 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.