Overview In this role you will drive ETF account sales for Columbia Threadneedle, partnering with financial advisors to implement ETF solutions. You will educate on product offerings, monitor competitive dynamics, and apply consultative selling across BD, RIA, Private Bank, and Independent channels to build brand recognition. You will engage with advisors to identify needs and deliver investment solutions that align with client goals. This remote position in the Los Angeles or San Francisco area offers travel and a path to impact growth in a major asset manager's ETF business.
Compensation / Benefits- pay-for-performance compensation
- comprehensive benefits package
- vacation time
- sick time
- 401(k)
- health insurance
Responsibilities- Represent Strategic Beta/ETF products to advisors across BD, RIA, Private Bank, and Independent channels
- Drive sales by developing, maintaining, and deepening advisor relationships
- Partner with Intermediary wholesaling team to meet sales goals via territory/resource planning and a consultative process
- Maintain understanding of accounts/distributors and their engagement rules
- Identify client needs and offer investment and business solutions to financial advisors
Key requirements- 5-7 years in financial services
- 3+ years of sales experience
- Knowledge of ETFs and ETF trading
- Licensing: Series 7 and Series 66 or Series 7/63/65
- Proven ability to build strong relationships
- Proven ability to deliver successful and dynamic sales presentations
- relationship-building
- presentation and communication
- consultative selling
- cross-channel collaboration
- ETFs and ETF trading
- expertise in consultative sales processes
