Sales Specialist Capital Markets

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

In this role, you will be responsible for educating advisors and promoting Structured Products and Alternative Investments via inbound and outbound calls across assigned advisor channels. You will assist advisors with product features and benefits, competitive analysis, and product positioning as sales strategies. In addition, the consultant will work closely with internal and external business product partners, advisors and field leaders to support client/advisor needs and business objectives. Additionally, you will partner with the applicable WMS teams to develop, execute, and implement sales strategies.

Responsibilities

• Proactively conduct outbound calls to advisors in assigned region
• Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales
• Maintain strong working relationships with product partners and other company stakeholders
• Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
• Provide support and participate in advisor/client presentations and field facing events as required
• In partnership with external consultants, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
• Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to advisors
• This includes supporting development of new strategies and on-going maintenance of existing processes, tools, and services

Required Qualifications

• 5+ years’ experience in financial services industry, financial sales, or financial wholesaling
• Bachelor’s degree or equivalent
• Active Series 7 Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
• Active State IAR registration (S65 or S66) or ability to obtain within 120 days
• Ability to travel up to 25%

Preferred Qualifications

• Experience with Structured Products and/or Alternative Investments
• Financial Industry Experience, Preferably In Sales And/or Wholesaling
• Ability to articulate complex information in a clear and concise manner, excellent telephone communication, and presentation skills
• Proven ability to establish rapport and credibility quickly
• Demonstrated sales and coaching experience
• Solid presentation skills for use in one-on-one as well as infrequent large group settings
• Ability to work in a sales-oriented team environment