Senior Director, Consultant Relations

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

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. Act as a senior leader within the Global Consultant Relations team.

Key Responsibilities

• Identify and drive the strategic plan with assigned global and regional 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 Consultant Relations colleagues to accomplish strategic global initiatives. Act as a senior leader amongst the consultant relations team, working in close collaboration with the global head of consultant relations to manage, report on, articulate and build consensus for the global consultant relations strategy with internal stakeholders.
• 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 our capabilities and value proposition to the consultant community.  Ensure that assigned consulting firms have a strong positive opinion of us executive touchpoints as appropriate, and identify and work to remove roadblocks to success both internally and externally.

Required Qualifications

• Bachelor's degree
• Minimum of 10+ years in institutional consultant relations 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
• Ability to provide direct and/or indirect leadership to team, including coaching, development and performance management
• 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) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time

Preferred Qualifications

• Master's degree
• CFA
• Series 3

Visa Sponsorship
 

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration
 

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $200,000 - $215,000 per year. We have a pay-for-performance compensation philosophy. Y