Investment Platform Growth Advisor

Threadneedle group; Boston, Northern (MA, KY); Hybrid; USD 102,000 - 138,000; Full time

Job summary

Columbia Threadneedle Investments in Boston is seeking an Advisory Research Consultant to increase sales through intermediary distributors and support placement on research platforms. The role emphasizes partnering with senior team members and collaborating with product and investment teams to inform viable strategies and respond to client demand.

The ideal candidate has a Bachelor's degree, 5-7 years in asset management sales, and FINRA licenses (7/63/66/65). CFA progress is valued.

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 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

Relationship management

Sales experience

Capital markets knowledge

Mutual funds research

Communication skills

Presentation skills

Organizational skills

Education

Bachelor's degree

FINRA Series 7/63/66/65/66 licenses

CFA progress

Job description

Columbia Threadneedle Investments in Boston is seeking an Advisory Research Consultant to increase sales through intermediary distributors and support placement on research platforms. The role emphasizes partnering with senior team members and collaborating with product and investment teams to inform viable strategies and respond to client demand.

The ideal candidate has a Bachelor's degree, 5-7 years in asset management sales, and FINRA licenses (7/63/66/65). CFA progress is valued.