ETF Sales Specialist for Advisors (Remote)

Threadneedle group; Los Angeles, Northern (CA, KY); Hybrid; USD 100,000 - 125,000; Full time

Job summary

Columbia Threadneedle Investments is hiring a Sales Specialist for ETFs to partner with financial advisors, guiding ETF account sales, delivering product knowledge and competitive analysis. You will drive brand recognition and demand, and travel 10-20% of the time.

The role requires 5-7 years in financial services, 3+ years in sales, ETF knowledge, and relevant licenses. Base pay is $100,000–$125,000, with potential bonuses and comprehensive benefits.

Qualifications

• 5-7 years of experience in financial services.
• 3+ years of sales experience.
• Knowledge of ETFs and ETF trading.
• Licensing: Series 7 and Series 66 or Series 7/63/65.
• Proven ability to build strong relationships.
• Strong ability to deliver dynamic sales presentations.

Responsibilities

• Represent Strategic Beta/ETF products distributed and marketed by Columbia Threadneedle.
• Drive sales by developing, maintaining, and deepening relationships with new and existing advisors across BD, RIA, Private Bank, and Independent channels.
• Partner with Intermediary wholesaling team to achieve sales goals and objectives through territory planning and a consultative sales process.
• Maintain and leverage a deep understanding of all accounts/distributors and engagement rules.
• Identify client needs and provide investment and business solutions to the financial advisor.

Skills

Relationship building

Sales experience

ETF knowledge

Licensing: Series 7/66 or 63/65

Job description

Columbia Threadneedle Investments is hiring a Sales Specialist for ETFs to partner with financial advisors, guiding ETF account sales, delivering product knowledge and competitive analysis. You will drive brand recognition and demand, and travel 10-20% of the time.

The role requires 5-7 years in financial services, 3+ years in sales, ETF knowledge, and relevant licenses. Base pay is $100,000–$125,000, with potential bonuses and comprehensive benefits.