Consultant

• Partner and consult with financial advisors to guide the implementation of Columbia's mutual funds and/or separate accounts sales.
• Deliver product knowledge and usable sales approaches across Broker Dealer and Independent Advisor channels.
• Create Columbia Threadneedle brand recognition and demand.
• Represent products distributed and marketed by Columbia Threadneedle.
• Drive sales by developing, maintaining, and deepening relationships with new and existing advisors across Independent Advisor channel.
• Partner with Intermediary wholesaling team to achieve sales goals and objectives through effective territory and resource planning and the use of a consultative sales process and other performance improvement systems.
• Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors.
• Identify client needs and provide investment and business solutions to the financial advisor.

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