Columbia Threadneedle Investments
Sr. Regional Advisor Consultant- Los Angeles (B/D) & Hawaii (all channels)
Columbia Threadneedle Investments, Phoenix, Arizona, United States, 85003
Sr. Regional Advisor Consultant- Los Angeles (B/D) & Hawaii (all channels)
Join to apply for the
Sr. Regional Advisor Consultant- Los Angeles (B/D) & Hawaii (all channels)
role at
Columbia Threadneedle Investments Sr. Regional Advisor Consultant- Los Angeles (B/D) & Hawaii (all channels)
2 days ago Be among the first 25 applicants Join to apply for the
Sr. Regional Advisor Consultant- Los Angeles (B/D) & Hawaii (all channels)
role at
Columbia Threadneedle Investments Get AI-powered advice on this job and more exclusive features. 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.
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
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.
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.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Columbia Threadneedle Investments by 2x Get notified about new Senior Advisor jobs in
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Join to apply for the
Sr. Regional Advisor Consultant- Los Angeles (B/D) & Hawaii (all channels)
role at
Columbia Threadneedle Investments Sr. Regional Advisor Consultant- Los Angeles (B/D) & Hawaii (all channels)
2 days ago Be among the first 25 applicants Join to apply for the
Sr. Regional Advisor Consultant- Los Angeles (B/D) & Hawaii (all channels)
role at
Columbia Threadneedle Investments Get AI-powered advice on this job and more exclusive features. 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.
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
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.
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.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Columbia Threadneedle Investments by 2x Get notified about new Senior Advisor jobs in
Phoenix, AZ . Franchise Business Consultant, FASTSIGNS
Executive Relationship Manager - Phoenix Area Work from Home
Scottsdale, AZ $100,000.00-$125,000.00 1 day ago Senior District Business Manager, Neuroscience - Neurology, Pacific Coast
Greater Phoenix Area $142,000.00-$201,000.00 2 weeks ago Consultant, Business Consulting (E&S Contract Operations – BAO)
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Phoenix, AZ $85,000.00-$120,000.00 3 days ago Senior Design Manager - Multi-disciplinary Projects - Remote USA
Phoenix, AZ $94,944.00-$161,405.00 2 weeks ago Phoenix, AZ $110,000.00-$115,000.00 3 months ago Phoenix, AZ $150,000.00-$200,000.00 22 hours ago Phoenix, AZ $85,000.00-$100,000.00 4 days ago Phoenix, AZ $150,000.00-$185,000.00 2 weeks ago Greater Phoenix Area $119,185.00-$154,941.00 1 week ago CRC Benefits - Senior Sales Consultant - Stop Loss Insurance (Remote)
Senior Manager, Trade Strategic Planning
Phoenix, AZ $67,900.00-$182,549.00 5 days ago Scottsdale, AZ $150,000.00-$1,000,000.00 4 days ago Phoenix, AZ $61,000.00-$64,000.00 2 weeks ago Phoenix, AZ $150,000.00-$1,000,000.00 4 days ago Senior Manager, Industry Marketing (Payments)
Greater Phoenix Area $160,000.00-$207,500.00 3 days ago Phoenix, AZ $200,000.00-$240,000.00 3 days ago Business Analyst - Must Have GRC Exp is Required (Remote)
Senior Product Manager, Credit & Pricing
Phoenix, AZ $46,988.00-$102,000.00 3 days ago Gilbert, AZ $134,000.00-$214,000.00 23 hours ago Scottsdale, AZ $60,080.00-$126,000.00 3 weeks ago Business Analyst - Must Have GRC Exp is Required (Remote)
Phoenix, AZ $125,000.00-$200,000.00 4 days ago Phoenix, AZ $185,000.00-$245,000.00 1 day ago Fully Remote Senior Tax Manager - Trusts and Estates
Phoenix, AZ $160,000.00-$210,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr