Strategic Advisory Research & Sales Consultant

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

Benefits offered by this job

Health insurance

401(k) plan

Vacation and sick time

Dental and life insurance

Job summary

Columbia Threadneedle Investments is seeking a sales professional to increase management sales with intermediary distributors and support senior team members. The role focuses on platform placements, client relationships, and collaboration with product and investment teams.

You will analyze research lists, identify opportunities, and present insights to help place advisory research products. The position is full-time in Boston with an established compensation package and bonus potential.

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 activities to deepen relationships with research departments and identify platform opportunities.
• Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service.
• Collaborate with Product Management and Investment teams to keep advisory research relations informed about strategies and market trends.
• Analyze intermediary research platform lists and model portfolios to identify opportunities and risks; prepare competitor and market analytics.

Skills

FINRA Licenses 7/63/65/66

Sales experience

Asset management

Communication skills

Presentation skills

Analytical skills

CFA progress

Education

Bachelor's degree or equivalent

Job description

Columbia Threadneedle Investments is seeking a sales professional to increase management sales with intermediary distributors and support senior team members. The role focuses on platform placements, client relationships, and collaboration with product and investment teams.

You will analyze research lists, identify opportunities, and present insights to help place advisory research products. The position is full-time in Boston with an established compensation package and bonus potential.