Sales Specialist, ETFs at Ameriprise Financial Services, LLC

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jun, 26

Salary

125000.0

Posted On

09 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

ETF Sales, Product Knowledge, Competitor Analysis, Sales Presentations, Relationship Building, Territory Planning, Consultative Sales Process, Account Management, Financial Advisor Consulting

Industry

Financial Services

Description

About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description We are hiring for a number of Sales Specialists, ETF’s to join our team. You will partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's ETF account sales. You will deliver product knowledge, competitor analysis and usable sales approaches across BD, RIA, Private Bank, and Independent channels. In this role you will create Columbia Threadneedle brand recognition and demand. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Travel required: 10-20% of time. Key Responsibilities Represent Strategic Beta/ETF products distributed and marketed by Columbia Threadneedle. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors across BD, RIA, Private Bank, and Independent channels. Partner with Intermediary wholesaling team to achieve sales goals and objectives through effective territory and resource planning and the use of a consultative sales process and other performance improvement systems. Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. Identify client needs and provide investment and business solutions to the financial advisor. Requirements 5 -7 years' experience in financial services industry 3+ years sales experience Knowledge of ETFs and ETF trading Licensing - a combination of series 7 and series 66 or series 7, series 63 and series 65 Proven ability to build strong relationships Demonstrated ability to make successful and dynamic sales presentations Preferred Understanding of RIA channel CIMA This role will be based remotely in the Chicago, Houston or Dallas area. Base Pay Salary The estimated base salary for this role is $100,000 - $125,000 per 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. Full-Time/Part-Time Full time Exempt/Non-Exempt 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. About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Responsibilities

The Sales Specialist will partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's ETF account sales, delivering product knowledge and sales approaches across various channels. Key duties include driving sales by developing and deepening relationships with new and existing advisors while representing Strategic Beta/ETF products.