Platform & Advisory Research Relations Consultant

Columbia Threadneedle; Boston (MA); Hybrid; USD 102,000 - 138,000; Full time

Benefits offered by this job

Health insurance

401(k)

Dental and life insurance

Bonuses / long-term incentives

Job summary

Columbia Threadneedle Investments is seeking an Advisory Research Consultant in Boston to drive sales growth by expanding placement on intermediary research platforms. You will partner with senior team members to nurture relationships, support client service, and align analytics with product and investment teams.

You will analyze platform lists, identify opportunities, and help position mutual fund strategies while working in a client-focused, in-office culture with some remote flexibility.

Qualifications

• Bachelor's degree or equivalent
• 5-7 years relevant experience
• FINRA Series 7, Series 63/66, Series 65/66
• Demonstrated interest in the capital markets and understanding of the mutual fund research process
• Strong relationship and sales experience in the asset management business, including distribution of mutual funds, and/or SMA strategies preferred
• In-depth understanding of investment analytics
• Strong communication and presentation skills, as well as strong organizational skills required
• Experience in, or willingness to learn, analyzing mutual funds and/or recommended lists and discretionary models, identifying opportunities and strategically positioning strategies
• CFA or significant progress toward CFA

Responsibilities

• Execute sales activity to deepen relationships with each research department, diversify analyst network, identify platform opportunities, and progress through the platform placement process
• Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service with sales and marketing partners
• Collaborate with Columbia’s Product Management and Investment teams to ensure Advisory Research Relations team is fully informed about our commercially viable strategies, provide client feedback regarding industry trends and clients demand
• Analyze intermediary research platform recommended lists and model portfolios to identify opportunities and risks. Prepare competitor and market analytics

Education

Bachelor's degree or equivalent

FINRA Series 7/63/66/65

CFA progress

Job description

Columbia Threadneedle Investments is seeking an Advisory Research Consultant in Boston to drive sales growth by expanding placement on intermediary research platforms. You will partner with senior team members to nurture relationships, support client service, and align analytics with product and investment teams.

You will analyze platform lists, identify opportunities, and help position mutual fund strategies while working in a client-focused, in-office culture with some remote flexibility.