Retirement Investment Consultant
ameriprise
Minneapolis, MN
Partner and consult with DC-focused advisors to drive sales of Columbia Threadneedle’s investment management products throughout the DC channel. Deliver product knowledge and usable technical sales approaches. Create Columbia brand recognition and demand.
If you are not located close to a physical office, remote work is considered for qualified candidates.
Key Responsibilities
• Representation of retirement products distributed and marketed by Columbia Threadneedle. Drive sales by developing, maintaining, and deepening relationships with new and existing DC-focused advisors; influences advisor choices using a consultative sales process and other performance improvement systems. Partner with internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives.
• Identifies client needs and provides investment and business solutions to the financial advisor. Build and maintain relationships with internal and external business partners (marketing, senior leaders, field leaders).
• Conducts sales or product training meetings and public seminars for financial advisors. Make joint sales presentations to existing and prospective clients.
• Consult in the areas of retirement, portfolio building and practice management.
• Keeps abreast of industry/market trends and developments and maintains sound working knowledge of Columbia Threadneedles products and services. Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
• Report sales and activities to management on a weekly basis.
Required Qualifications
• Bachelors Degree.
• 5-7 years’ relevant experience.
• Experience in mutual fund/separate account wholesaling or supporting a mutual fund/separate account wholesaler.
• In-depth working knowledge and experience with mutual funds and separate accounts.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-driven and able to manage territory budget and operate autonomously.
• Collective Investment Trust (CIT) experience.
• Established relationships in the channel.
• 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.
Preferred Qualifications
• Advanced degree and/or CIMA or CFP.
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
About the Company
ameriprise
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
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Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
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Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
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Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.