National Advisor/Consultant National Advisor/Consultant …

Ameriprise Financial
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial
in Boston, MA, United States
Permanent, Full time
Be the first to apply
National Advisor/Consultant


National Advisor Consultant

Job Description

Promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Maintain working knowledge of industry and Ameriprise products.



Job ID


Full-Time / Part-Time

Full time

About Our Company

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage over $400 billion of assets (as of May 2018) across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.

Preferred Qualifications

  • 1 year of related experience within the mutual fund industry or sales/customer service.

Line of Business

US Asset Management

Posting Title

National Advisor Consultant


  • Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
  • Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products.
  • Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.
  • Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments.
  • Solicits feedback from managers, sales desk, and wholesalers.
  • Takes and inputs literature orders.
  • Maintains management software.
  • Assumes additional responsibilities as requested.


Boston, MA

Required Qualifications

  • Bachelors degree or equivalent.
  • Excellent organizational, communication and interpersonal skills.
  • Attention to detail and accuracy.
  • Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time.

Job Family Group