Advisory Research Consultant

Columbia-Threadneedle-Investments; Boston (MA); Hybrid; USD 108,000 - 132,000; Full time

Job summary

Columbia Threadneedle Investments in Boston is seeking a sales professional to increase market penetration with intermediary distributors and support senior team members. The role focuses on platform placement, relationship building, and client service across research departments and advisory channels.

You will collaborate with Product Management and Investment teams to relay market trends and feedback, while analyzing lists and models to identify opportunities and risks.

Qualifications

• Bachelor's degree or equivalent.
• 5-7 years relevant experience.
• FINRA Series 7, Series 63/66, Series 65/66.
• Demonstrated interest in the capital markets and understanding of the mutual fund research process.
• Strong relationship and sales experience in the asset management business, including distribution of mutual funds, and/or SMA strategies preferred.
• In-depth understanding of investment analytics.
• Strong communication and presentation skills, as well as strong organizational skills required.
• Experience in, or willingness to learn, analyzing mutual funds and/or recommended lists and discretionary models, identifying opportunities and strategically positioning strategies.
• CFA or significant progress toward CFA
• 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. ... four (4) days per week in office, one day from home.

Responsibilities

• Increase Columbia Management sales through intermediary distributors by gaining and maintaining placement on research department discretionary and nondiscretionary platforms.
• Support smaller intermediary firms as assigned.
• Partner and support senior team members.
• Execute sales activity to deepen relationships with each research department, diversify analyst network, identify platform opportunities, and progress through the platform placement process.
• Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service with sales and marketing partners.
• Collaborate with Columbia’s Product Management and Investment teams to ensure that Advisory Research Relations team is fully informed about our commercially viable strategies, provide client feedback regarding industry trends and clients demand.
• Analyze intermediary research platform recommended lists and model portfolios to identify opportunities and risks. Prepare competitor and market analytics.

Skills

FINRA licenses

Sales in asset management

Communication & presentation

Investment analytics

Mutual funds & SMA knowledge

US work authorization

Education

Bachelor's degree or equivalent

Tools

Regulatory licenses (FINRA)

Job description

About Our CompanyWorking 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 DescriptionIncrease Columbia Management sales through intermediary distributors by gaining and maintaining placement on research department discretionary and nondiscretionary platforms. Support smaller intermediary firms as assigned. Partner and support senior team members.ResponsibilitiesExecute sales activity to deepen relationships with each research department, diversify analyst network, identify platform opportunities, and progress through the platform placement process.Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service with sales and marketing partners.Collaborate with Columbia’s Product Management and Investment teams to ensure that Advisory Research Relations team is fully informed about our commercially viable strategies, provide client feedback regarding industry trends and clients demand.Analyze intermediary research platform recommended lists and model portfolios to identify opportunities and risks. Prepare competitor and market analytics.QualificationsBachelors degree or equivalent5-7 years relevant experienceFINRA Series 7, Series 63/66, Series 65/66Demonstrated interest in the capital markets and understanding of the mutual fund research process.Strong relationship and sales experience in the asset management business, including distribution of mutual funds, and/or SMA strategies preferred.In-depth understanding of investment analytics.Strong communication and presentation skills, as well as strong organizational skills required.Experience in, or willingness to learn, analyzing mutual funds and/or recommended lists and discretionary models, identifying opportunities and strategically positioning strategies.CFA or significant progress toward CFAVisa 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 SalaryThe estimated base salary for this role is $120,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of BusinessAMINV US Asset ManagementColumbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.