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Provides legal and regulatory support for an asset management business, advising on SEC, CFTC, FINRA, derivatives, trading, advisory, and cross-border requirements. Drafts and negotiates trading and advisory agreements, supports fund launches and product development, maintains legal templates, and partners with trading, compliance, risk, operations, product, clients, regulators, and outside counsel.

Analyze complex business issues using quantitative methods, statistical modeling, and data from multiple sources. Recommend solutions, manage cross-functional relationships, support projects through implementation, validate and resolve reporting issues, produce routine and ad hoc reports, and present findings and action plans to business leaders and partners. The role also serves as a liaison among business, utility, and external stakeholders.

Performs general ledger accounting, prepares journal entries, analyzes accounts, owns balance sheet reconciliations, investigates variances, and supports financial reporting for life insurance and annuity products. Collaborates with Finance and Client Service teams to resolve issues, strengthen internal controls, provide project metrics, and improve reconciliation processes through automation and standardization.

Supports clients and Financial Advisors by handling service calls, identifying sales opportunities, setting up accounts, processing paperwork, scheduling meetings, resolving issues, and supporting financial planning activities. The role includes client interactions, compliance documentation, coordination with product specialists, and ongoing professional development. Successful associates may advance into Financial Advisor roles.

Leads branch operational processes supporting business objectives, advisor service, revenue growth, client experience, and efficiency. Manages and develops branch staff, supports client meetings and transactions, oversees paperwork and reporting, analyzes branch financials and expenses, supports compliance and training, leads facilities initiatives, and partners with branch leadership on staffing, hiring, budgeting, and performance management.

The Internal Advisor Consultant builds and maintains relationships with clients, assists in investment selection, and collaborates with senior salespeople to achieve business goals.

As a National Advisor Consultant, you will promote Columbia Management products, provide support to brokers, maintain client relationships, and communicate effectively within the team.