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SMA Sales Specialist - Direct Indexing & Advisors

Columbia Threadneedle Investments, Boston, Massachusetts, us, 02298

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A diversified financial services leader is seeking a Sales Specialist for Separately Managed Accounts in Boston. This role involves partnering with financial advisors to implement Direct Indexing solutions and demands 5-7 years of experience in financial services and a proven sales background. The candidate should hold the necessary licenses and excel in relationship building and dynamic presentations. An attractive salary of $100,000 - $125,000 is offered, along with a comprehensive benefits program. #J-18808-Ljbffr