What are the responsibilities and job description for the Regional Advisor Consultant-IAD (MA, ME, and NH) position at Columbia Threadneedle Investments?
At Columbia Threadneedle Investments, we are committed to making a difference in the world through our investment strategies. We manage over $600 billion in assets for millions of clients globally, with a team of over 650 investment professionals offering expertise across almost every asset class and market. Our focus on original independent research enhances our investment decisions, and our responsible investment ethos aims to shape a better future. We continuously seek opportunities to improve our investment practices and client experiences.
This is a full-time remote role for a Regional Advisor Consultant-IAD covering the regions of MA, ME, and NH. The Regional Advisor Consultant will be responsible for providing advisory services, supporting client relationships, and driving sales growth. Day-to-day tasks include conducting research, developing investment strategies, and communicating insights to clients. The role also involves regular interaction with financial advisors and maintaining up-to-date knowledge of market trends and products.
- Investment research and development of investment strategies skills
- Client relationship management and advisory services skills
- Excellent written and verbal communication skills
- Strong sales and marketing skills, particularly in the financial sector
- Ability to work independently and remotely
- In-depth knowledge of market trends and financial products
- Bachelor's degree in Finance, Business, Economics, or related field; advanced degree or certifications (CFA, CFP) preferred