Senior Sales Specialist – Separately Managed Accounts

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🔥 11 horas atrás

❄️ Minnesota – Remoto

❄️ Minnesota – Remote

💵 $120.000 - $150.000 / ano

⏰ Tempo Integral

🟠 Sênior

🤑 Vendas

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Ameriprise Financial Services, LLC

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1894

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A Ameriprise Financial Services, LLC é um provedor líder de planejamento financeiro personalizado e consultoria. A empresa enfatiza o aconselhamento financeiro individualizado para ajudar os clientes a alcançar seus objetivos financeiros únicos e oferece consultas gratuitas com seus consultores financeiros. A Ameriprise é bem conceituada no setor de investimentos, oferecendo um serviço premiado focado na satisfação do cliente. Com o apoio de seu Grupo de Pesquisa de Investimentos, os consultores da Ameriprise fornecem aos clientes pesquisas objetivas, estratégias de investimento acionáveis e análises contínuas de mercado e economia. A empresa também prioriza a segurança online e a privacidade para os clientes que acessam suas contas e documentos financeiros online.

Descrição

• Partner with financial advisors to guide implementation of Columbia Threadneedle's Separately Managed Account business, primarily its Direct Indexing solution • Deliver product knowledge and usable sales approaches across BD, RIA, Private Bank, and Independent channels • Create Columbia Threadneedle brand recognition and demand • Drive sales by supporting Regional Advisor Consultants and National Account Managers • Share the portfolio management process and competitive advantage in tax-loss harvesting solutions • Partner with the intermediary wholesaling and National Account teams to achieve sales goals through territory/resource planning and consultative sales processes • Travel for conferences, platform onboarding, and territory work with regional advisor consultants • Partner with portfolio management and regional advisor consultants to deliver high-touch service across sales, account opening, maintenance, and performance reviews • Maintain and leverage deep understanding of accounts and distributors, including distributor-specific rules of engagement • Identify client needs and provide investment and business solutions to financial advisors

🎯 Requisitos

• Minimum of 10 years' experience in the financial services industry • Minimum of 3+ years' sales experience • Series 7 and Series 66, or Series 7, Series 63 and Series 65 licensing • Proven ability to build strong relationships • Demonstrated ability to make successful and dynamic sales presentations • Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States • Previous sales experience with SMAs, particularly direct indexing (preferred) • Knowledge of tax-loss harvesting platforms and competitors (preferred) • Competence in cross-channel consultative sales conversations (preferred) • CIMA or CFA (preferred)

🏖️ Benefícios

• Vacation time • Sick time • 401(k) • Health insurance • Dental insurance • Life insurance • Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role • Remote work • Inclusive and performance-based culture • Reasonable accommodation during the recruitment process