Ameriprise

Ameriprise

Advisory Research Consultant

Boston, Massachusetts · Part-time

No sponsorshipDetected 22 hours ago
SalesResearchCommunicationCollaborationOrganizational SkillsCFA

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odds of building a lasting career here

16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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About the role

  • 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 capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets.

Responsibilities

  • Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service with sales and marketing partners.
  • Collaborate with Columbia's Product Management and Investment teams to ensure that Advisory Research Relations team is fully informed about our commercially viable strategies, provide client feedback regarding industry trends and clients demand.
  • Support smaller intermediary firms as assigned.
  • Partner and support senior team members.

Requirements

  • Bachelors degree or equivalent
  • 5-7 years relevant experience
  • 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.
  • FINRA Series 7, Series 63/66, Series 65/66
  • Demonstrated interest in the capital markets and understanding of the mutual fund research process.
  • In-depth understanding of investment analytics.
  • CFA or significant progress toward CFA
  • 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

Nice to have

  • Strong relationship and sales experience in the asset management business, including distribution of mutual funds, and/or SMA strategies preferred.

Compensation

  • The estimated base salary for this role is $120,000 / 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.

Company info

  • About Our Company
  • Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
  • Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together.
  • 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.

Equal opportunity

  • equal opportunity employer.
  • 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.
  • Columbia Threadneedle is an equal opportunity employer.

Visa & Work Authorization

  • 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).
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This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.