ETF Sales Specialist — Remote, Advisor-Focused Growth

Columbia Threadneedle Investments; Los Angeles (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

Columbia Threadneedle Investments, a global asset manager, is hiring a Sales Specialist, ETFs to join our team. You will partner with financial advisors to guide the implementation of ETF account sales and drive product knowledge across BD, RIA, Private Bank, and Independent channels.

You will build brand recognition and demand by developing, maintaining, and deepening relationships with new and existing advisors, with travel 10-20% as needed.

Qualifications

• 5–7 years' experience in financial services industry.
• 3+ years sales experience.
• Knowledge of ETFs and ETF trading.
• Licensing - a combination of Series 7 and Series 66, or Series 7, 63 & 65.
• Proven ability to build strong relationships.
• Demonstrated ability to make successful and 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 effective territory and resource planning and the use of a consultative sales process and other performance improvement systems.
• Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors. Identify client needs and provide investment and business solutions to the financial advisor.

Skills

ETFs knowledge

Sales experience

Relationship building

Presentations

Licensing (Series 7/66 or 7/63/65)

Job description

Columbia Threadneedle Investments, a global asset manager, is hiring a Sales Specialist, ETFs to join our team. You will partner with financial advisors to guide the implementation of ETF account sales and drive product knowledge across BD, RIA, Private Bank, and Independent channels.

You will build brand recognition and demand by developing, maintaining, and deepening relationships with new and existing advisors, with travel 10-20% as needed.