Senior Sales Specialist, Separately Managed Accounts

About the Company

Working at Columbia Threadneedle Investments offers growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our global team consists of 2,300 people working together, with over 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we create bespoke solutions tailored to their specific requirements. Our unwavering focus on clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities.

About the Role

We are hiring a Senior Sales Specialist for Separately Managed Accounts to partner and consult with financial advisors. You will guide the implementation of Columbia Threadneedle's Separately Managed Account business, primarily our Direct Indexing solution. This role involves delivering product knowledge and sales approaches across BD, RIA, Private Bank, and Independent channels to create brand recognition and demand. You will support Regional Advisor Consultants and National Account Managers in sharing our portfolio management process and competitive advantage in tax-loss harvesting solutions.

Responsibilities

• Partner with the Intermediary wholesaling team and National Account team to achieve sales goals through effective territory and resource planning, using a consultative sales process.
• Travel for conference and platform on-boarding, as well as in-territory travel with Regional Advisor Consultants (10-20% of time).
• Collaborate with the portfolio management team and Regional Advisor Consultants to deliver a high-touch service model in sales, account opening, maintenance, and performance review.
• Maintain a deep understanding of all accounts/distributors, including specific rules of engagement.
• Identify client needs and provide investment and business solutions to financial advisors.

Requirements

• A minimum of 10 years' experience in the financial services industry.
• A minimum of 3+ years of sales experience.
• 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.

Preferred Qualifications

• Previous sales experience with Separately Managed Accounts (SMAs), particularly direct indexing.
• Knowledge of tax-loss harvesting platforms and competitors.
• Competency in cross-channel consultative sales conversations.
• CIMA or CFA certification.

Work Authorization

Applicants must have valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Work Arrangement

This position is remote, with eligibility for remote work in Boston. Any expectations for travel or in-person collaboration will be discussed during the hiring process.

Pay

The estimated base salary for this role is $120,000 - $150,000 per year. We have a pay-for-performance compensation philosophy. Initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. Most roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives.

Benefits

We offer a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to:

• Vacation time and sick time.
• 401(k) retirement plan.
• Health, dental, and life insurance.

Schedule

This is a full-time, exempt position.