Sales Specialist, ETFs

Columbia-Threadneedle-Investments; San Francisco (CA); Remote; USD 100,000 - 125,000; Full time

Benefits offered by this job

Remote work eligible

Competitive benefits

Bonus potential

Job summary

Columbia Threadneedle Investments is seeking a Sales Specialist, ETFs to partner with financial advisors and drive ETF account sales across BD, RIA, Private Bank and Independent channels. You will deliver product knowledge, conduct competitor analysis, and create demand for Columbia Threadneedle's ETF offerings.

Travel required 10-20%. This remote role offers base pay between $100,000 and $125,000 per year plus variable pay and a comprehensive benefits program.

Qualifications

• 5-7 years' experience in financial services industry.
• 3+ years sales experience.
• Knowledge of ETFs and ETF trading.
• Licensing – series 7 and series 66 or series 7/63/65.

Responsibilities

• Represent ETFs distributed and marketed by Columbia Threadneedle.
• Drive sales with advisors across BD, RIA, Private Bank and Independent channels.
• Partner with Intermediary wholesaling team to meet sales goals using consultative processes.
• Identify client needs and provide investment/biz solutions to financial advisors.

Skills

ETF knowledge

Sales experience

Financial services

Relationship building

Tools

Salesforce

CRM Software

Job description

About Our CompanyWorking 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 DescriptionWe are hiring for a Sales Specialists, ETF’s to join our team.You will partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's ETF account sales. You will deliver product knowledge, competitor analysis and usable sales approaches across BD, RIA, Private Bank, and Independent channels.In this role you will create Columbia Threadneedle brand recognition and demand. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Travel required: 10-20% of time.Key ResponsibilitiesRepresent 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.Requirements5 -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, series 63 and series 65.Proven ability to build strong relationships.Demonstrated ability to make successful and dynamic sales presentations.PreferredUnderstanding of RIA channel.CIMA.Visa SponsorshipApplicants 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).Remote WorkThis position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: Los Angeles or San Francisco.Base Pay SalaryThe estimated base salary for this role is $100,000 - $125,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of BusinessAMINV US Asset ManagementColumbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.