National Accounts Growth Associate

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

Benefits offered by this job

Vacation time

Sick time

401(k)

Health, dental and life insurances

Job summary

Columbia Threadneedle Investments is seeking an Associate National Account Manager to support strategic 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 that fuel business growth.

Demonstrated ability to manage multiple priorities, coordinate complex deliverables, and translate data into actionable insights is essential,

Qualifications

• 2 to 5+ years in asset management or wealth management sales support.
• FINRA Series 7 and Series 66 registrations required.
• Strong MS Office, CRM, content platforms, and analytics reporting.
• Ability to manage multiple priorities in a regulated environment.
• Excellent written and verbal communication with data-driven insight.

Responsibilities

• Support National Account Managers with home office relationships and onboarding.
• Track product availability, due diligence, approvals, launches, and shelf-space.
• Prepare client-facing materials: proposals, presentations, reports.
• Analyze sales and asset flow to identify trends and growth opportunities.
• Coordinate meetings, due diligence sessions, and conferences with stakeholders.
• Foster cross-functional collaboration to ensure timely execution of initiatives.
• Support business reviews, territory assessments, and strategic projects.

Skills

Asset management experience

Sales support

Intermediary distribution knowledge

Tools

Salesforce

Seismic

Analytics tools

Job description

Columbia Threadneedle Investments is seeking an Associate National Account Manager to support strategic 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 that fuel business growth.

Demonstrated ability to manage multiple priorities, coordinate complex deliverables, and translate data into actionable insights is essential,