Senior Sales Specialist – Separately Managed Accounts

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🔥 1 minute ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $120k - $150k / year

⏰ Full Time

🟠 Senior

🤑 Sales

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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