National Accounts Associate - Platform Growth

Columbia-Threadneedle-Investments; Boston (MA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health, dental and life insurances

401(k) plan

Paid vacation and sick time

In-office collaboration culture

Job summary

Columbia Threadneedle Investments seeks an Associate National Account Manager to support home office relationships and platform distribution across intermediary channels. You will partner with National Account Managers and cross-functional teams to drive client outcomes, expand product access, and deliver insights for growth.

You will gain exposure to platform strategy, relationship management, and investment solutions, with opportunities to advance within the national accounts track.

Qualifications

• 2 to 5+ years of experience in asset management or related financial services.
• FINRA Series 7 and Series 66 registrations required.
• Strong proficiency in Microsoft Office, CRM platforms, content management tools, analytics solutions and data-driven reporting.
• Excellent written and verbal communication with ability to translate data into insights.

Responsibilities

• Support National Account Managers in managing home office relationships and onboarding activities.
• Coordinate platform distribution initiatives, product launches, and shelf-space opportunities.
• Prepare client-facing materials, business plans, RFPs, and activity reports.
• Analyze sales and platform data to identify trends and growth opportunities.
• Coordinate meetings, due diligence sessions, conferences, and roadshows with stakeholders.
• Collaborate across sales, product, legal, compliance, marketing and operations to ensure timely execution.

Skills

Client relationship management

Analytical thinking

Communication skills

Education

FINRA Series 7

FINRA Series 66

CFA / CAIA / CIMA / CPWA (preferred)

Tools

Salesforce

Seismic

MS Office

CRM analytics tools

Job description

Columbia Threadneedle Investments seeks an Associate National Account Manager to support home office relationships and platform distribution across intermediary channels. You will partner with National Account Managers and cross-functional teams to drive client outcomes, expand product access, and deliver insights for growth.

You will gain exposure to platform strategy, relationship management, and investment solutions, with opportunities to advance within the national accounts track.