Columbia Threadneedle Investments is a diversified financial services leader with more than $1.5 trillion in assets under management. As a National Advisor Consultant, you will cultivate strong client relationships, promote Columbia Management products, and provide sales support to brokers and wholesalers.
Responsibilities
- Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers
- Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products
- Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers
- Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments
- Solicits feedback from managers, sales desk, and wholesalers
- Takes and inputs literature orders
- Maintains management software
- Assumes additional responsibilities as requested
Skills
- Bachelor's degree or equivalent
- Excellent organizational, communication and interpersonal skills
- Attention to detail and accuracy
- Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurance
Company Overview
Columbia Threadneedle Investments is an asset management firm. It was founded in 1985, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is http://www.columbiathreadneedle.com.Company H1B Sponsorship
Columbia Threadneedle Investments has a track record of offering H1B sponsorships, with 8 in 2025, 6 in 2024, 3 in 2023, 14 in 2022, 6 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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