What are the responsibilities and job description for the Separately Managed Account Internal Advisor Consultant 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
Are you interested in starting a meaningful career that allows you to make an impact? If you’re excited by the opportunity to work in a collaborative role where you will build your knowledge of the financial services industry, then launch your career as a Separately Managed Account Internal Advisor Consultant.
As a Separately Managed Account Internal Advisor Consultant, you will work to develop, maintain, and deepen relationships with clients and wholesalers to help them meet their unique goals. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding goals.
If this sounds like a role you see yourself excelling in, we highly encourage you to apply.
Why You’ll Like This Role
Key Responsibilities
As a Separately Managed Account Internal Advisor Consultant, you will:
Develop, maintain, and deepen relationships with clients and colleagues
Educate clients and colleagues on our SMA offerings and assist in facilitating the onboarding and servicing of clients
Work closely with the SMA Sales Specialists in all aspects of the sales process
Reach out to clients and prospective clients and respond to questions in a knowledgeable, timely fashion
Demonstrate an understanding of clients’ business, sales trends and portfolio features with a focus on SMA’s and Direct Indexing
Maintain notes on client interactions and effectively prepare for client calls and meetings
Research and communicate industry changes and trends that may impact company or product positioning
Required Qualifications
College degree
High energy
Proven ability to build strong relationships
2 years of sales experience or finance experience
Excellent communication and presentation skills
Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined).
Base Pay Salary
The estimated base salary for this role is $60,000 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 insurance
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
Are you interested in starting a meaningful career that allows you to make an impact? If you’re excited by the opportunity to work in a collaborative role where you will build your knowledge of the financial services industry, then launch your career as a Separately Managed Account Internal Advisor Consultant.
As a Separately Managed Account Internal Advisor Consultant, you will work to develop, maintain, and deepen relationships with clients and wholesalers to help them meet their unique goals. To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding goals.
If this sounds like a role you see yourself excelling in, we highly encourage you to apply.
Why You’ll Like This Role
- Opportunity to deepen your knowledge of the financial services industry
- Collaborative, team-based environment where you will engage with clients and colleagues throughout the day
- Access to one-of-a-kind sales training to enhance your skill set with a focus on SMA’s and Direct Indexing
- Career path optionality – While many individuals move up through sales team, others move on to other departments like product, marketing and investments.
Key Responsibilities
As a Separately Managed Account Internal Advisor Consultant, you will:
Develop, maintain, and deepen relationships with clients and colleagues
Educate clients and colleagues on our SMA offerings and assist in facilitating the onboarding and servicing of clients
Work closely with the SMA Sales Specialists in all aspects of the sales process
Reach out to clients and prospective clients and respond to questions in a knowledgeable, timely fashion
Demonstrate an understanding of clients’ business, sales trends and portfolio features with a focus on SMA’s and Direct Indexing
Maintain notes on client interactions and effectively prepare for client calls and meetings
Research and communicate industry changes and trends that may impact company or product positioning
Required Qualifications
College degree
High energy
Proven ability to build strong relationships
2 years of sales experience or finance experience
Excellent communication and presentation skills
Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined).
Base Pay Salary
The estimated base salary for this role is $60,000 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 insurance
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 : $60,000