National Accounts Analyst

Columbia-Threadneedle-Investments; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Columbia Threadneedle Investments is seeking a National Accounts Analyst to support strategic home office relationships, platform distribution initiatives, and analytics across major intermediary channels. You will help deliver insights, support business development, and drive distribution success in a fast-paced asset management environment.

This role emphasizes collaboration with Product, Marketing, Legal, Compliance, and Operations, with a hybrid work pattern and travel up to 25%.

Qualifications

• 1–2 years of experience in financial services with interest in asset management.
• Bachelor's degree in Finance, Business, Economics, or related discipline.
• FINRA Series 7 and Series 66 licenses required; strong data management and attention to detail.
• Proficiency in Excel, PowerPoint, Word; Salesforce familiarity preferred.

Responsibilities

• Analyze sales, asset flow, platform activity, and market data to identify trends and growth opportunities.
• Prepare recurring reports, dashboards, territory reviews, and performance analytics for stakeholders.
• Develop client-ready materials including presentations, reviews, and platform updates.
• Support due diligence by coordinating requests, gathering data, and maintaining records.
• Maintain CRM records, platform data, pipelines, and client interactions with accuracy.

Skills

Excel

PowerPoint

CRM Salesforce

Analytical thinking

Strong communication

Multitasking

Education

Bachelor's degree in Finance, Business, Economics

Tools

Microsoft Office

Microsoft Copilot

Job description

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

The Opportunity

As a National Accounts Analyst, you will play a key role in supporting strategic home office relationships, platform distribution initiatives, and business analytics across major intermediary channels. This position offers broad exposure to asset management, platform strategy, client servicing, and cross-functional collaboration while providing a strong foundation for career growth within National Accounts. You will help deliver insights, support business development efforts, and contribute to high-impact initiatives that drive distribution success. This role is designed for professionals who are eager to build expertise, develop industry credentials, and progress into increasingly client-facing responsibilities.

Responsibilities

• Analyze sales, asset flow, platform activity, and market data to identify trends, risks, and growth opportunities and support business development initiatives.
• Prepare and maintain recurring reports, dashboards, territory reviews, and performance analytics for National Account Managers and business stakeholders.
• Develop and coordinate client-ready materials including presentations, business reviews, product updates, reporting packages, and platform-related deliverables.
• Support due diligence processes by coordinating requests, gathering data, completing questionnaires, and maintaining accurate submission records.
• Maintain customer relationship management records, platform data, pipelines, client interactions, and activity tracking to ensure data quality and reporting accuracy.
• Coordinate meetings, events, conferences, due diligence sessions, agendas, logistics, and follow-up actions across internal and external stakeholders.
• Partner with Product, Marketing, Legal, Compliance, Operations, and other teams to deliver business priorities and ensure deadlines are achieved.
• Build expertise in investment products, intermediary distribution channels, analytics, and client service.

Qualifications

• 1-2 years of experience in financial services with a demonstrated interest in financial markets and asset management.
• Bachelor's degree in Finance, Business, Economics, or a related discipline.
• Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses required; Strong analytical, organizational, and data management skills with exceptional attention to detail and accuracy.
• Proficiency in Microsoft Copilot, Microsoft Excel, Word, and PowerPoint; familiarity with customer relationship management platforms such as Salesforce is preferred.
• Knowledge of investment products including mutual funds, exchange-traded funds, separately managed accounts, model portfolios, and alternative investments is preferred.
• Ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced environment.
• Strong written and verbal communication, collaboration, problem-solving, and relationship-building skills, with willingness to travel up to 25%.

Preferred

• Familiarity with CRM systems (e.g., Salesforce) or data/reporting tool
• Basic understanding of investment products and financial markets
• Interest in pursuing a long-term career in National Accounts, sales, or relationship management
• Exposure to data tools, analytics, or AI-enabled workflows (preferred but not required)

U.S. Work Authorization & 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 $70,000 - $90,000 per 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.

Equal Opportunity Employer

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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers