Threadneedle group
Sr Regional Investment Consultant (West Region)
Threadneedle group, Minneapolis, Minnesota, United States, 55400
Columbia Threadneedle is hiring a Senior Regional Investment Consultant supporting RIAs and bank trust companies in our West Region. This territory includes firms located primarily in California, Arizona, Oregon, Washington, Utah, Nevada, Idaho, and Colorado. In this role you will promote Columbia Threadneedle strategies and investment vehicles through the Private Client Advisor Channel to large market RIA firms and regional Private Bank Trust companies. This role will require the ability to work directly with analyst teams and CIOs to articulate complex investment strategies, provide insights into our thought leadership and market commentary, and also position our value-add programs to support advisors and clients.
Key Responsibilities Provide representation of all products distributed and marketed by Columbia Threadneedle in the West territory of our Private Client Advisory channel. Territory includes CA, WA, OR, AZ, UT, ID, NV, CO, and AK.
This position may be located anywhere in our West Region.
Drive sales by developing, maintaining, and deepening relationships with new and existing RIA and bank trust firms. This person will work closely with CIOs and analysts using a consultative sales process to position our investment strategies. The role requires partnering with internal wholesaler to manage the territory and develop a business plan to achieve sales goals and objectives.
Build and maintain relationships with internal and external business partners (marketing, senior leaders, field leaders).
Consult in the areas of portfolio construction and practice management.
Maintain a high-level understanding of industry and market trends impacting financial markets and our clients. Maintain a strong working knowledge of Columbia Threadneedle investment solutions and services.
Report sales and activities to management on a weekly basis.
Required Qualifications 6+ years relevant experience.
Bachelor's 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 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 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 $110,000 - $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.
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 #J-18808-Ljbffr
Key Responsibilities Provide representation of all products distributed and marketed by Columbia Threadneedle in the West territory of our Private Client Advisory channel. Territory includes CA, WA, OR, AZ, UT, ID, NV, CO, and AK.
This position may be located anywhere in our West Region.
Drive sales by developing, maintaining, and deepening relationships with new and existing RIA and bank trust firms. This person will work closely with CIOs and analysts using a consultative sales process to position our investment strategies. The role requires partnering with internal wholesaler to manage the territory and develop a business plan to achieve sales goals and objectives.
Build and maintain relationships with internal and external business partners (marketing, senior leaders, field leaders).
Consult in the areas of portfolio construction and practice management.
Maintain a high-level understanding of industry and market trends impacting financial markets and our clients. Maintain a strong working knowledge of Columbia Threadneedle investment solutions and services.
Report sales and activities to management on a weekly basis.
Required Qualifications 6+ years relevant experience.
Bachelor's 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 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 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 $110,000 - $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.
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 #J-18808-Ljbffr