Director, Consultant Relations
- Employer
- Ameriprise Financial, Inc.
- Location
- New York, USA
- Salary
- Competitive
- Closing date
- Dec 17, 2020
View more
- Job Function
- Marketing and Public Relations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Job Description
Build and maintain strategic relationships with assigned Institutional Investment Consultants leading to maintenance and growth of endorsements, assets and revenue from consultant delegated and advisory channels. Quarterback all interactions with Investment Consultants on behalf of Columbia Threadneedle and work to enhance the firm's brand and reputation in the marketplace through providing clear and intentional articulation of the firm's capabilities and value proposition to the consultant community.
Responsibilities
• Identify and drive the strategic plan with assigned investment consultants by determining which investment strategies are best placed with each firm from a research perspective and enacting an action plan toward success. Build and maintain strategic relationships with assigned Institutional Investment Consultants that lead to maintenance and growth of endorsements, assets & revenue through consultant delegated and advisory channels.
• Work collaboratively with Global CTI Consultant Relations colleagues to accomplish strategic global initiatives.
• Quarterback all interactions with assigned Investment Consultants on behalf of Columbia Threadneedle, and work to enhance Columbia Threadneedle's brand and reputation in the marketplace through providing clear and intentional articulation of CTI's capabilities and value proposition to the consultant community. Ensure that assigned consulting firms have a strong positive opinion of CTI, executive touchpoints as appropriate, and identify and work to remove roadblocks to success both internally and externally.
Required Qualifications
• Bachelor's degree
• Minimum of 7 years of relevant experience with demonstrated knowledge and experience working with Investment Consultants
• Comprehensive knowledge of all investment products (both Equity and Fixed)
• Proven track record and established contacts in the marketplace, specifically with Investment Consultants
• Strong verbal communication skills and an ability to foster relationships and build referral loyalty
• Good organizational and time management skills
• Series 7 (or SIE and Series 7 top off exam), 66 (or 63 & 65 combined), and 3 or the ability to obtain within a defined period of time
Preferred Qualifications
• Master's degree
• CFA designation
Build and maintain strategic relationships with assigned Institutional Investment Consultants leading to maintenance and growth of endorsements, assets and revenue from consultant delegated and advisory channels. Quarterback all interactions with Investment Consultants on behalf of Columbia Threadneedle and work to enhance the firm's brand and reputation in the marketplace through providing clear and intentional articulation of the firm's capabilities and value proposition to the consultant community.
Responsibilities
• Identify and drive the strategic plan with assigned investment consultants by determining which investment strategies are best placed with each firm from a research perspective and enacting an action plan toward success. Build and maintain strategic relationships with assigned Institutional Investment Consultants that lead to maintenance and growth of endorsements, assets & revenue through consultant delegated and advisory channels.
• Work collaboratively with Global CTI Consultant Relations colleagues to accomplish strategic global initiatives.
• Quarterback all interactions with assigned Investment Consultants on behalf of Columbia Threadneedle, and work to enhance Columbia Threadneedle's brand and reputation in the marketplace through providing clear and intentional articulation of CTI's capabilities and value proposition to the consultant community. Ensure that assigned consulting firms have a strong positive opinion of CTI, executive touchpoints as appropriate, and identify and work to remove roadblocks to success both internally and externally.
Required Qualifications
• Bachelor's degree
• Minimum of 7 years of relevant experience with demonstrated knowledge and experience working with Investment Consultants
• Comprehensive knowledge of all investment products (both Equity and Fixed)
• Proven track record and established contacts in the marketplace, specifically with Investment Consultants
• Strong verbal communication skills and an ability to foster relationships and build referral loyalty
• Good organizational and time management skills
• Series 7 (or SIE and Series 7 top off exam), 66 (or 63 & 65 combined), and 3 or the ability to obtain within a defined period of time
Preferred Qualifications
• Master's degree
• CFA designation
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