Senior Regional Advisor Consultant – B/D

This is a fully remote position, open to applicants in District of Columbia, +2 more states.

📋 Description

• Collaborate and advise with financial advisors to facilitate the implementation of Columbia's mutual funds and/or separate accounts sales within a significant market or high-potential region.

• Provide in-depth product knowledge and effective sales strategies, while fostering Columbia brand recognition and demand.

• Represent all products offered and marketed by Columbia Management in the designated territory.

• Propel sales by cultivating, maintaining, and enhancing relationships with both new and existing advisors.

• Impact advisor selections by employing a consultative sales approach and other performance enhancement systems.

• Collaborate with internal wholesalers and major market hybrids, as necessary, to formulate a business plan, oversee the territory, and achieve regional sales targets and objectives.

• Work closely with divisional leadership and regularly report on sales and activities.

• Identify client requirements and deliver investment and business solutions to financial advisors.

• Develop and sustain relationships with internal and external business partners, including marketing teams, senior leaders, and field leaders, to effectively serve clients.

• Facilitate sales or product training sessions and public seminars for financial advisors.

• Participate in joint sales presentations to current and potential clients.

• Provide consultation in portfolio development and practice management.

• Stay informed about industry and market trends and maintain a robust understanding of Columbia's products and services.

• Research and convey industry changes and trends that could influence the company's or product's positioning, to both internal and external stakeholders.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• A minimum of 3-5 years in mutual fund/separate account wholesaling or supporting a wholesaler in this area.

• Comprehensive working knowledge and experience with mutual funds and separate accounts.

• Proven ability to deliver compelling and effective sales presentations.

• Self-motivated with the capability to manage territory budgets and operate independently.

• Experience with separately managed accounts.

• Established connections within the channel.

• Possession of Series 7, state securities agent registration (S63 or S66), and state IAR registration (S65 or S66), or the ability to secure these within a specified timeframe.

🏝️ Benefits

• Health, dental, and life insurance coverage.

• 401(k) retirement plan.

• Paid vacation time.

• Paid sick leave.