Strategic ETF Sales Specialist — Remote

00036 Columbia Mgmt Invst Adv LLC; Los Angeles (CA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Remote work flexibility

Job summary

Columbia Threadneedle Investments is hiring a Sales Specialist, ETF to partner with financial advisors and guide ETF account sales. You will deliver product knowledge, competitive insights and advisor-focused sales approaches across BD, RIA, Private Bank, and Independent channels. Travel required: 10-20%.

Remote work is available in Los Angeles or San Francisco. The base salary ranges from $100,000 to $125,000 per year, with bonus, commissions and long-term incentives dependent on role and

Qualifications

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

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

ETF knowledge

Sales experience

Relationship building

Education

Series 7/66 licensing

Job description

Columbia Threadneedle Investments is hiring a Sales Specialist, ETF to partner with financial advisors and guide ETF account sales. You will deliver product knowledge, competitive insights and advisor-focused sales approaches across BD, RIA, Private Bank, and Independent channels. Travel required: 10-20%.

Remote work is available in Los Angeles or San Francisco. The base salary ranges from $100,000 to $125,000 per year, with bonus, commissions and long-term incentives dependent on role and