Sales Specialist, Separately Managed Accounts - Boston, Massachusetts
1 week ago

Job summary
We are hiring for two Sales Specialists to join our team.You will partner and consult with financial advisors to guide the implementation of Columbia Threadneedle's Separately Managed Account business,
deliver product knowledge and usable sales approaches across BD, RIA, Private Bank, and Independent channels.
Responsibilities
- Partner with Intermediary wholesaling team and National Account team to achieve sales goals.
- Maintain a deep understanding of all accounts/distributors.
Job description
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