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SMA Sales Specialist: Direct Indexing Advisors

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: 00036 Columbia Mgmt Invst Adv LLC
Full Time position
Listed on 2026-07-04
Job specializations:
  • Sales
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: SMA Sales Specialist: Direct Indexing for Advisors

00036 Columbia Mgmt Invst Adv LLC is seeking a Sales Specialist for their Separately Managed Accounts business. This role involves consulting with financial advisors and delivering product knowledge across multiple channels to create brand recognition and demand.

The ideal candidate will have 5–7 years of experience in financial services and proven success in sales. A competitive base salary of $100,000–$125,000 per year is offered, along with a strong benefits package including health insurance and 401(k).

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