Sales Intern: Build Client Relationships & Tools

00036 Columbia Mgmt Invst Adv LLC; Boston (MA); On-site; USD 62,000 - 66,000; Full time

Benefits offered by this job

In-office collaboration

Work from home one day per week

Job summary

Columbia Threadneedle Investments offers an exciting Sales Intern position within Ameriprise Financial’s broader network, providing exposure to the sales organization and a path to professional growth.

You will assist the National Sales Team, work on ad-hoc projects, and learn key tools such as Morningstar Advisor Workstation, Zephyr on Demand, and fi360. This 10-week program targets current juniors aiming to develop communication and coordination skills.

Qualifications

• Must be a current junior at a 4-year university with a bachelor’s degree in progress.
• Graduation expected Dec 2027 or May/Jun 2028.
• Available to join June 2027 for 10 weeks.

Responsibilities

• Support National Sales Team by inputting literature orders and maintaining software.
• Assist team with ad-hoc projects requiring strong communication and coordination across lines.
• Learn and use sales tools and resources, including Morningstar Advisor Workstation, Zephyr on Demand, and fi360.

Skills

Communication

Time management

Team player

Education

Pursuing Bachelor''s degree

Junior at 4-year university

Graduation 2027/2028

Tools

Morningstar Advisor Workstation

Zephyr on Demand

fi360

Job description

Columbia Threadneedle Investments offers an exciting Sales Intern position within Ameriprise Financial’s broader network, providing exposure to the sales organization and a path to professional growth.

You will assist the National Sales Team, work on ad-hoc projects, and learn key tools such as Morningstar Advisor Workstation, Zephyr on Demand, and fi360. This 10-week program targets current juniors aiming to develop communication and coordination skills.