National Accounts Analyst

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

Benefits offered by this job

401(k)

Health, dental and life insurances

In-office collaboration

Job summary

Columbia Threadneedle Investments in Boston is seeking a National Accounts Analyst to support strategic home office relationships, platform distribution initiatives, and business analytics across major intermediary channels. This role provides exposure to asset management, platform strategy, client servicing, and cross-functional collaboration, with career growth opportunities.

You will develop reports, dashboards, and client-ready materials, coordinate due diligence, and contribute to data

Qualifications

• 1-2 years in financial services with interest in financial markets and asset management.
• Bachelor's degree in Finance, Business, Economics, or related discipline.
• FINRA Series 7 and Series 66 licenses required.

Responsibilities

• Analyze sales, asset flow, platform activity, and market data to identify trends, risks, and opportunities.
• Prepare and maintain recurring reports, dashboards, territory reviews, and performance analytics for National Accounts.
• Develop client-ready materials including presentations, business reviews, product updates, reporting packages, and platform deliverables.
• Support due diligence by coordinating requests and maintaining submission records.
• Maintain CRM records, platform data, pipelines, and client interactions for data quality and reporting accuracy.
• Coordinate meetings, events, and logistics across stakeholders.
• Partner with Product, Marketing, Legal, Compliance, Operations to deliver priorities and meet deadlines.
• Build expertise in investment products and intermediary distribution channels.

Skills

Analytical skills

Organizational skills

Written/verbal communication

Salesforce

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Attention to detail

Travel up to 25%

Education

Bachelor's degree in Finance, Business, Economics, or related

Tools

Salesforce CRM

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

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)
• 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.