Sales and Marketing Leadership Development Program

Ameriprise•Boston, MA

3d•Hybrid

About The Position

Columbia Threadneedle Investments is offering a Sales and Marketing Leadership Development Program for early-career professionals. This program is designed to provide hands-on experience, mentorship, and opportunities for growth within a global financial organization. Participants will work on meaningful projects, develop professional and personal skills, and build a strong network. The program is guided by core values of putting clients first, acting with integrity, striving for excellence, and respecting individuals and communities.

Requirements

Current Senior at a 4-year university pursuing a bachelor’s degree in Business Management, Economics, or related field.
Graduation date of December 2026 or May/June 2027.
Commitment to complete the full 24-month Leadership Development Program, starting June 2027.
Commitment to obtain Series 7 (or SIE and Series 7 top-off exam) and Series 66 (or 63 & 65 combined) within a defined period.
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).

Nice To Haves

High degree of self-motivation with strong integrity and ethics.
Proven organizational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication, interpersonal, and presentation skills.
Ability to work and communicate collaboratively with all levels of the organization including team members, managers, and senior leaders.
Proficient with Microsoft Office Suite, including Excel and PowerPoint.

Responsibilities

Gain hands-on experience across multiple business areas through four six-month rotations.
Contribute to projects that support business growth, strengthen client engagement, and enhance the delivery of investment solutions.
Develop marketing materials.
Support go-to-market campaigns.
Conduct market and competitor analysis.
Assist with data reporting and modelling.
Provide sales support.
Maintain client and prospect information.
Prepare business insights for meetings.
Support institutional client relationships.
Collaborate with colleagues across the organization to deliver a high level of service.
Develop and maintain marketing collateral that effectively communicates our brand, investment capabilities, and products to financial advisors and institutional investors.
Support go-to-market marketing campaigns that effectively reach our target audience through digital, event and in-person activations.
Partner with the product team to conduct competitive marketplace analysis.
Assist colleagues with data modeling and reporting.
Provide general multi-channel sales support.
Support the sales team with prospect and opportunity analysis, and meeting preparation.
Collaborate with consultant relations and relationship management teams to provide support to our institutional clients and consultant relationships.
Work with sales and relationship management teams to update prospect and client profiles in the account management system.
Create target client and prospect lists for focus strategies with consultant ratings.
Provide continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
Maintain management software and inputs to literature orders.