Key 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.
Requirements
- 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, series 63 and series 65
- Proven ability to build strong relationships
- Demonstrated ability to make successful and dynamic sales presentations
Source: for more information click here.
