Sr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas)
About this role
About Our Company
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Job Description
Key Responsibilities• Build and strengthen relationships with independent advisors and RIAs.
• Proactively identify sales opportunities and support advisor practice growth.
• Develop and execute a strategic territory plan.
• Deliver compelling product positioning and market insights across equity, fixed income, alternatives, and portfolio solutions.
• Coordinate advisor meetings, follow-up, and business development activities to maximize sales effectiveness.
• Collaborate with internal partners to provide an exceptional client experience.
Qualifications
• Proven success in asset management sales, wholesaling, or advisor relationship management.
• Strong knowledge of investment products, capital markets, and advisor business models.
• Excellent communication, presentation, and relationship-building skills.
• Highly organized, self-motivated, and results-oriented.
• FINRA Series 7 and 63 (or ability to obtain) preferred
Key Responsibilities
• Build and strengthen relationships with independent advisors and RIAs.
• Proactively identify sales opportunities and support advisor practice growth.
• Develop and execute a strategic territory plan.
• Deliver compelling product positioning and market insights across equity, fixed income, alternatives, and portfolio solutions.
• Coordinate advisor meetings, follow-up, and business development activities to maximize sales effectiveness.
• Collaborate with internal partners to provide an exceptional client experience.
Required Qualifications
Proven success in asset management sales, wholesaling, or advisor relationship management.
• Strong knowledge of investment products, capital markets, and advisor business models.
• Excellent communication, presentation, and relationship-building skills.
• Highly organized, self-motivated, and results-oriented.
• FINRA Series 7 and 63 (or ability to obtain) preferred
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).
Base Pay Salary
The estimated base salary for this role is $100,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.
Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.