Senior Sales Specialist – Separately Managed Accounts

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Collaborate with financial advisors to facilitate the implementation of Columbia Threadneedle's Separately Managed Account business, focusing primarily on its Direct Indexing solution.

• Provide product insights and effective sales strategies across Broker-Dealer, Registered Investment Advisor, Private Banking, and Independent channels.

• Enhance Columbia Threadneedle's brand visibility and demand.

• Boost sales by supporting Regional Advisor Consultants and National Account Managers.

• Communicate the portfolio management process and our competitive edge in tax-loss harvesting solutions.

• Collaborate with intermediary wholesaling and National Account teams to meet sales objectives through strategic territory/resource planning and consultative sales methodologies.

• Travel for conferences, platform onboarding, and regional advisor consultant engagement.

• Work alongside portfolio management and regional advisor consultants to provide exceptional service throughout sales, account setup, maintenance, and performance assessments.

• Maintain and utilize a comprehensive understanding of accounts and distributors, including specific rules of engagement for each distributor.

• Recognize client needs and offer investment and business solutions to financial advisors.

⛳️ Requirements

• At least 10 years of experience in the financial services sector.

• A minimum of 3+ years in a sales role.

• Possession of Series 7 and Series 66, or Series 7, Series 63, and Series 65 licenses.

• Proven track record of building robust relationships.

• Demonstrated capability to deliver compelling and effective sales presentations.

• Valid work authorization that does not currently or in the future require visa sponsorship for employment in the United States.

• Previous sales experience with Separately Managed Accounts (SMAs), especially in direct indexing (preferred).

• Familiarity with tax-loss harvesting platforms and their competitors (preferred).

• Proficiency in cross-channel consultative sales discussions (preferred).

• CIMA or CFA designation (preferred).

🏝️ Benefits

• Vacation time.

• Sick leave.

• 401(k) retirement plan.

• Health insurance coverage.

• Dental insurance options.

• Life insurance benefits.

• Variable compensation in the form of bonuses, commissions, and/or long-term incentives based on the role.

• Flexibility for remote work.

• An inclusive and performance-driven culture.

• Reasonable accommodations during the recruitment process.