Sales Specialist Capital Markets

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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 River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description In this role, you will be responsible for educating advisors and promoting Structured Products and Alternative Investments via inbound and outbound calls across assigned advisor channels. You will assist advisors with product features and benefits, competitive analysis, and product positioning as sales strategies. In addition, the consultant will work closely with internal and external business product partners, advisors and field leaders to support client/advisor needs and business objectives.

Additionally, you will partner with the applicable WMS teams to development, execution, and implementation of sales strategies.

Responsibilities:

Proactively conduct outbound calls to advisors in assigned region

Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, product rules/regulations, and solutions to drive sales

Maintain strong working relationships with product partners and other company stakeholders

Accurately track all activity in  and track/submit all business expenses in Concur Expense Management system

Provide support and participate in advisor/client presentations and field facing events as required

In partnership with external consultants, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations

Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to advisors

This includes supporting development of new strategies and on-going maintenance of existing processes, tools, and services

Required Qualifications:

5+ years’ experience in financial services industry, financial sales, or financial wholesaling

Bachelor’s degree or equivalent

Active Series 7 Active State securities agent registration (S63 or S66) or ability to obtain within 120 days Active State IAR registration (S65 or S66) or ability to obtain within 120 days Ability to travel up to 25%

Preferred Qualifications:

Experience with Structured Products and/or Alternative Investments Financial industry experience, preferably in sales and/or wholesaling

Ability to articulate complex information in a clear and concise manner, excellent telephone communication, and presentation skills

Proven ability to establish rapport and credibility quickly

Demonstrated sales and coaching experience

Solid presentation skills for use in one-on-one as well as infrequent large group settings

Ability to work in a sales-oriented team environment

Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing,…