Advisory Research Consultant

Columbia Threadneedle Investments; Boston (MA); Hybrid; USD 102,000 - 138,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Vacation and sick time

Dental and life insurance

Job summary

Columbia Threadneedle Investments is seeking a sales professional to increase management sales with intermediary distributors and support senior team members. The role focuses on platform placements, client relationships, and collaboration with product and investment teams.

You will analyze research lists, identify opportunities, and present insights to help place advisory research products. The position is full-time in Boston with an established compensation package and bonus potential.

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.

Responsibilities

• Execute sales activities to deepen relationships with research departments and identify platform opportunities.
• Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service.
• Collaborate with Product Management and Investment teams to keep advisory research relations informed about strategies and market trends.
• Analyze intermediary research platform lists and model portfolios to identify opportunities and risks; prepare competitor and market analytics.

Skills

FINRA Licenses 7/63/65/66

Sales experience

Asset management

Communication skills

Presentation skills

Analytical skills

CFA progress

Education

Bachelor's degree or equivalent

Job description

About Our Company

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

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

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.

Responsibilities

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.

Qualifications

Bachelors 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. 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 $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-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

AMINV US Asset Management

Columbia 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.