Rotational Sales & Marketing Leadership Program

Columbia Threadneedle Investments; Boston (MA); Hybrid; USD 68,000 - 92,000; Full time

Job summary

Columbia Threadneedle Investments, a leader in global financial services, invites you to join its Sales and Marketing Leadership Development Program in Boston. You will rotate across four six-month assignments with sales, marketing, product and client relationship teams to drive growth and strengthen client engagement.

During rotations, you’ll develop marketing materials, support go-to-market campaigns, perform market analysis, and assist with data reporting.

Qualifications

• Current Senior at a 4-year university pursuing a bachelor’s degree in Business Management, Economics, or related field
• Graduation date of December 2026 or May/June 2027
• Commitment to complete the full 24-month Leadership Development Program, starting June 2027
• Commitment to obtain Series 7 (or SIE and Series 7 top-off exam) and Series 66 (or 63 & 65 combined) within a defined period
• Visa sponsorship may be required

Responsibilities

• Developing and maintaining marketing collateral that effectively communicates our brand, investment capabilities, and products to financial advisors and institutional investors
• Supporting go-to-market marketing campaigns that effectively reach our target audience through digital, event and in-person activations
• Partnering with the product team to conduct competitive marketplace analysis
• Assisting colleagues with data modeling and reporting
• Providing general multi-channel sales support
• Supporting the sales team with prospect and opportunity analysis, and meeting preparation
• Collaborating with consultant relations and relationship management teams to provide support to our institutional clients and consultant relationships
• Working with sales and relationship management teams to update prospect and client profiles in the account management system
• Creating target client and prospect lists for focus strategies with consultant ratings
• Providing continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers
• Maintaining management software and inputs to literature orders

Skills

Communication

Time management

Analytical thinking

Collaboration

Education

Bachelor's degree in Business Management, Economics, or related field

Tools

Excel

PowerPoint

Job description

Columbia Threadneedle Investments, a leader in global financial services, invites you to join its Sales and Marketing Leadership Development Program in Boston. You will rotate across four six-month assignments with sales, marketing, product and client relationship teams to drive growth and strengthen client engagement.

During rotations, you’ll develop marketing materials, support go-to-market campaigns, perform market analysis, and assist with data reporting.