Associate National Account Manager

Ameriprise Financial Services, LLC•Boston, MA

6d•$80,000 - $100,000•Hybrid

About The Position

As an Associate National Account Manager, you will play a key role in supporting strategic home office relationships and platform distribution initiatives across intermediary channels. You will partner closely with National Account Managers and cross-functional teams to drive client outcomes, expand product access, and deliver insights that support business growth. This role offers broad exposure to platform strategy, relationship management, and investment solutions, creating a strong foundation for future advancement into a National Account Manager position. You will have the opportunity to influence commercial results while developing expertise across mutual funds, exchange-traded funds, separately managed accounts, model portfolios, and alternative investments.

Requirements

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.

Nice To Haves

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

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.