7 дней назад
Sales Specialist, ETFs (ETF Sales)
100 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Specialist, ETFs (ETF Sales): Driving ETF sales by advising financial advisors, delivering product knowledge and competitor analysis, and developing relationships across BD, RIA, Private Bank, and Independent channels with an accent on consultative selling and territory planning. Focus on building ETF brand recognition, identifying advisor needs, and presenting investment and business solutions while supporting sales goals across distributor accounts.
Location: Remote work eligible in Los Angeles or San Francisco, United States. Travel required for 10–20% of the time.
Base salary: $100,000–$125,000 per year, with potential variable compensation through bonuses, commissions, and/or long-term incentives.
Company
provides investment strategies, asset management, insurance, and annuity solutions through its , Columbia Threadneedle Investments, and RiverSource businesses.
What you will do
- Represent and sell Strategic Beta and ETF products distributed and marketed by Columbia Threadneedle Investments.
- Develop, maintain, and deepen relationships with new and existing financial advisors.
- Provide product knowledge, competitor analysis, and practical sales approaches across BD, RIA, Private Bank, and Independent channels.
- Partner with the intermediary wholesaling team to achieve sales goals through territory and resource planning.
- Use a consultative sales process to identify client needs and provide investment and business solutions.
- Build brand recognition and demand for Columbia Threadneedle ETF products.
Requirements
- 5–7 years of experience in the financial services industry.
- At least 3 years of sales experience.
- Knowledge of ETFs and ETF trading.
- Series 7 and Series 66 licenses, or Series 7, Series 63, and Series 65 licenses.
- Ability to build strong relationships and deliver successful, dynamic sales presentations.
- Valid United States work authorization without current or future visa sponsorship requirements.
Nice to have
- Understanding of the RIA channel.
- CIMA certification.
Culture & Benefits
- Full-time, exempt position with remote work eligibility in Los Angeles or San Francisco.
- Opportunities for growth and career development across the business.
- Vacation and sick time.
- 401(k) and health, dental, and life insurance benefits.
- Inclusive, performance-based work environment.
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