Sales and Marketing Leadership Development 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

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

Job Description

Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is October 3, 2026.

At Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource, we're committed to helping early-career talent grow through meaningful work and practical learning. Whether you're joining us as an Intern or Leadership Development Program participant, you'll work alongside experienced colleagues, contribute fresh perspectives, and gain exposure to the people, projects, and experiences that drive our business forward.

Guided by our values of excellence in all we do and respect for individuals and our communities, participants will have opportunities to connect with Executive Leadership through our ELT Speaker Series, gaining insights from senior leaders across the business, while also making a positive impact through our annual volunteering day.

This is an exciting opportunity to develop your skills, expand your network, and explore what's possible across a global financial services organization.

About The Role

As a participant in the Sales and Marketing Leadership Development Program, you'll gain hands-on experience across multiple business areas through four six-month rotations. Working alongside sales, marketing, product, and client relationship teams, you'll contribute to projects that support business growth, strengthen client engagement, and enhance the delivery of investment solutions.

Depending on your rotation, responsibilities may include developing marketing materials, supporting go-to-market campaigns, conducting market and competitor analysis, assisting with data reporting and modelling, and providing sales support. You'll also help maintain client and prospect information, prepare business insights for meetings, support institutional client relationships, and collaborate with colleagues across the organization to deliver a high level of service.

Key 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

Required Qualifications

• Current Senior at a 4-year university pursing 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

Preferred Qualifications

• High degree of self-motivation with strong integrity and ethics
• Proven organizational skills, attention to detail, and ability to manage multiple priorities
• Excellent written and verbal communication, interpersonal, and presentation skills
• Ability to work and communicate collaboratively with all levels of the organization including team members, managers, and senior leaders
• Proficient with Microsoft Office Suite, including Excel and PowerPoint
• Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $80,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well‑being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Human Capital

Line of Business

AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.