Join us as a National Advisor Consultant and take the next step in building your expertise in sales and finance. In this role, you'll cultivate strong client relationships, deepen your industry knowledge, and thrive in a collaborative team environment.
We're looking for individuals who are personable, detail-oriented, and driven to exceed goals. If you're passionate about growth and success, this is your opportunity to shape a rewarding career path.
Key Benefits of This Role
Expand your financial services knowledge
Engage with clients and colleagues daily
Access top-tier sales training
Clear career paths-many team members advance into sales leadership or move into product, marketing, or investments
Responsibilities
As a National Advisor Consultant, you'll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include:
Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products.
Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.
Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments.
Solicits feedback from managers, sales desk, and wholesalers.
Takes and inputs literature orders.
Maintains management software.
Assumes additional responsibilities as requested.
Required Qualifications
Bachelor's degree or equivalent.
Excellent organizational, communication and interpersonal skills.
Attention to detail and accuracy.
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.
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
Base Pay Salary
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management
Columbia Threadneedle is a people business, and we recognise that our
Benefits
Health insuranceDental insurance401(k)Paid time offPerformance bonus
Additional Information
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
About This Opportunity
We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience.
All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you'll be considered for future openings as they arise.
Ameriprise · Boston, MA