Advisory Research Consultant

Ameriprise Financial, Inc.
New York, USA
Aug 11, 2022
Aug 18, 2022
Industry Sector
Finance - General
Employment Type
Full Time
Increase Columbia Management sales through intermediary distributors by gaining and maintaining placement on research department discretionary and nondiscretionary platforms.


  • Develop a strategic plan for covering each firm's research department. Partner with National Accounts to coordinate the overall firm strategy with the research platform strategy and to maximize the value of nondiscretionary platform placements.
  • On a quarterly basis, establish an objective with each analyst within each firm that facilitates progress toward platform placement and create an action plan to accomplish the goal within 90-days.
  • Execute a high level of sales activity to deepen relationships with each research department, diversify analyst network, identify platform opportunities, and progress through the platform placement process.
  • Cultivate knowledge in the areas of economics, capital markets, and Columbia Management investment strategies by studying industry content and participating in Columbia Management investment discussions and product trainings.

Required Qualifications

  • Bachelors degree or equivalent.
  • Minimum of 7 years of related experience, preferably within an asset management organization.
  • Demonstrated understanding of capital markets and the mutual fund research process.
  • Proven track record of developing relationships with professional buyers to influence investment decisions.
  • Experience analyzing mutual funds, and(or) recommended lists & discretionary models, identifying opportunities and strategically positioning strategies.
  • Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time.

Preferred Qualifications

  • CFA or significant progress toward CFA

About Our Company

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

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