Senior Regional Asset Management Sales Advisor (CA/NV)
Posted 4 days ago
ameripriseSan Diego (CA)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Columbia Threadneedle Investments is seeking a Sales professional to build and strengthen relationships with independent advisors and RIAs in the US, proactively identifying sales opportunities and executing strategic territory plans. The role focuses on delivering market insights across equity, fixed income, alternatives, and portfolio solutions.
The position requires strong communication, relationship-building skills, and a results-oriented mindset, with FINRA Series 7/63 preferred.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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