National Accounts Analyst: Growth & Analytics

Ameriprise Financial Services, LLC; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Ameriprise Financial Services, LLC 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, offering a strong foundation for career growth.

You will help deliver insights, support business development efforts, and contribute to high-impact initiatives

Qualifications

• 1-2 years of experience in financial services or asset management.
• Bachelor's degree in Finance, Business, Economics, or related.
• FINRA Series 7 and Series 66 licenses required;
• Strong analytical, organizational, and data management skills with exceptional attention to detail and accuracy.
• Proficiency with Microsoft Excel, Office apps; Salesforce experience preferred.
• Knowledge of investment products including mutual funds, ETFs, SMA, model portfolios, and alternative investments is preferred.
• Willing to travel up to 25%.

Responsibilities

• Analyze sales, asset flow, platform activity to identify trends and opportunities.
• Prepare recurring reports, dashboards, territory reviews, and analytics.
• Develop 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.

Skills

Financial services

Analytical skills

Attention to detail

Communication skills

Travel willingness

Education

Bachelor's degree in Finance, Business, Economics

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Ameriprise Financial Services, LLC 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, offering a strong foundation for career growth.

You will help deliver insights, support business development efforts, and contribute to high-impact initiatives