What are the responsibilities and job description for the Senior Director, Consultant Relations position at Columbia Threadneedle Investments?
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
Build and maintain strategic relationships with assigned Institutional Investment Consultants leading to maintenance and growth of endorsements, assets and revenue from consultant delegated and advisory channels. Quarterback all interactions with Investment Consultants on behalf of Columbia Threadneedle and work to enhance the firm's brand and reputation in the marketplace through providing clear and intentional articulation of the firm's capabilities and value proposition to the consultant community. Act as a senior leader within the Global Consultant Relations team.
Key Responsibilities
Identify and drive the strategic plan with assigned global and regional investment consultants by determining which investment strategies are best placed with each firm from a research perspective and enacting an action plan toward success. Build and maintain strategic relationships with assigned Institutional Investment Consultants that lead to maintenance and growth of endorsements, assets & revenue through consultant delegated and advisory channels.
Work collaboratively with Global Consultant Relations colleagues to accomplish strategic global initiatives. Act as a senior leader amongst the consultant relations team, working in close collaboration with the global head of consultant relations to manage, report on, articulate and build consensus for the global consultant relations strategy with internal stakeholders.
Quarterback all interactions with assigned Investment Consultants on behalf of Columbia Threadneedle, and work to enhance Columbia Threadneedle's brand and reputation in the marketplace through providing clear and intentional articulation of our capabilities and value proposition to the consultant community. Ensure that assigned consulting firms have a strong positive opinion of us executive touchpoints as appropriate, and identify and work to remove roadblocks to success both internally and externally.
Required Qualifications
Bachelor's degree
Minimum of 10 years in institutional consultant relations with demonstrated knowledge and experience working with Investment Consultants
Comprehensive knowledge of all investment products (both Equity and Fixed)
Proven track record and established contacts in the marketplace, specifically with Investment Consultants
Ability to provide direct and/or indirect leadership to team, including coaching, development and performance management
Strong verbal communication skills and an ability to foster relationships and build referral loyalty
Good organizational and time management skills
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
Master's degree
CFA
Series 3
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).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $200,000 - $215,000 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.
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
Build and maintain strategic relationships with assigned Institutional Investment Consultants leading to maintenance and growth of endorsements, assets and revenue from consultant delegated and advisory channels. Quarterback all interactions with Investment Consultants on behalf of Columbia Threadneedle and work to enhance the firm's brand and reputation in the marketplace through providing clear and intentional articulation of the firm's capabilities and value proposition to the consultant community. Act as a senior leader within the Global Consultant Relations team.
Key Responsibilities
Identify and drive the strategic plan with assigned global and regional investment consultants by determining which investment strategies are best placed with each firm from a research perspective and enacting an action plan toward success. Build and maintain strategic relationships with assigned Institutional Investment Consultants that lead to maintenance and growth of endorsements, assets & revenue through consultant delegated and advisory channels.
Work collaboratively with Global Consultant Relations colleagues to accomplish strategic global initiatives. Act as a senior leader amongst the consultant relations team, working in close collaboration with the global head of consultant relations to manage, report on, articulate and build consensus for the global consultant relations strategy with internal stakeholders.
Quarterback all interactions with assigned Investment Consultants on behalf of Columbia Threadneedle, and work to enhance Columbia Threadneedle's brand and reputation in the marketplace through providing clear and intentional articulation of our capabilities and value proposition to the consultant community. Ensure that assigned consulting firms have a strong positive opinion of us executive touchpoints as appropriate, and identify and work to remove roadblocks to success both internally and externally.
Required Qualifications
Bachelor's degree
Minimum of 10 years in institutional consultant relations with demonstrated knowledge and experience working with Investment Consultants
Comprehensive knowledge of all investment products (both Equity and Fixed)
Proven track record and established contacts in the marketplace, specifically with Investment Consultants
Ability to provide direct and/or indirect leadership to team, including coaching, development and performance management
Strong verbal communication skills and an ability to foster relationships and build referral loyalty
Good organizational and time management skills
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
Master's degree
CFA
Series 3
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).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $200,000 - $215,000 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.
Salary : $200,000 - $215,000