Associate National Account Manager

About Our Company

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

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Responsibilities

• Support National Account Managers in managing home office relationships, responding to client inquiries, coordinating onboarding activities, and maintaining accurate client records and deliverables.
• Execute platform distribution initiatives by tracking product availability, due diligence requirements, platform approvals, product launches, and shelf-space opportunities across key firms.
• Prepare and maintain client-facing materials, including presentations, business plans, due diligence questionnaires, requests for proposals, activity reports, and product updates.
• Analyze sales, asset flow, and platform data to identify trends, monitor key performance indicators, support growth strategies, and uncover opportunities to increase share of wallet.
• Coordinate client meetings, due diligence sessions, conferences, and roadshows while building relationships with home office stakeholders and supporting strategic account engagement.
• Drive cross-functional collaboration across sales, product, legal, compliance, marketing, and operations teams to ensure timely execution of client commitments and business initiatives.
• Support business reviews, territory assessments, reporting processes, and strategic projects that contribute to long-term platform growth and distribution effectiveness.

Required Qualifications

• 2 to 5+ years of experience in asset management, wealth management, sales support, client service, or a related financial services environment, with knowledge of intermediary distribution channels preferred.
• Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 registrations required.
• Strong proficiency in Microsoft Office applications, customer relationship management platforms, content management tools, analytics solutions, and data-driven reporting.
• Demonstrated ability to manage multiple priorities, coordinate complex deliverables, and maintain exceptional attention to detail in a regulated environment.
• Strong analytical, written, and verbal communication skills with the ability to translate data into actionable business insights.
• Ability to build relationships, collaborate across teams, influence stakeholders, solve problems effectively, and contribute to strategic business objectives.
• Ability to leverage data and AI-enabled tools to enhance reporting, content creation, and client insights
• Ability to travel approximately 25% to 40% to support client meetings, conferences, and business development activities.

Preferred

• Familiarity with CRM systems (e.g., Salesforce), content platforms (e.g., Seismic), and analytics tools
• Interest in pursuing advanced industry designations such as Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA), or Certified Private Wealth Advisor (CPWA).
• Demonstrated interest in business development, relationship management, and long-term sales career paths

U.S. Work Authorization & 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

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.