Job Details

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 . years sales experience. Knowledge of ET - Fs 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 dy...Sales Specialist, Sales, Specialist