Over time you may independently service Tier 3 clients with the goal of providing high quality services, retaining revenue and AUM, and seeking to expand our client relationships further.
This is an excellent opportunity at an exciting time for our company.
Key Responsibilities
- Working with Directors, serve as a point of contact for the firm's institutional clients. Maintain contact with clients on matters related to their portfolio(s) and provide firm updates. Respond to all client inquiries including, but not limited to, questions regarding performance, portfolio attribution, statements/custom client reporting, portfolio guideline changes, investment management agreements, trading-commissions-directed brokerage and soft dollars, personnel changes at firm, capabilities, etc.
- Facilitate the orchestration of client management resources to best serve our institutional clients. Work with portfolio, research, legal/compliance, product, marketing, operations, and senior management. Maintain all client interactions and current client data in Salesforce.
- Arrange logistics, create presentation materials and obtain required approvals, for upcoming client meetings. May attend in-person client meetings and/or conference calls with Directors where appropriate for Tier 1 and Tier 2 clients.
- Over time, independently service the Tier 3 Institutional clients ensuring that all client needs are met.
- Own the onboarding of new clients engaging with multiple business units including operations, client reporting, compliance, legal, sales and portfolio management.
- Broaden existing relationships through solutions-based cross-sales in partnership with sales and consultant relations. Maintain a detailed knowledge of the firms focus strategies and initiatives along with all policies and procedures relating to client facing personnel. Educate clients about Columbia's strengths and capabilities.
Required Qualifications
- 1-2 years' work experience
- Series 7 and 63, or the ability to obtain within a defined period of time
- Bachelors degree or equivalent
- Excellent communication skills
- Detail orientated with the ability to work with high volumes whilst maintaining accuracy
- Collaborative team player with flexibility and adaptability as it pertains to tasks
Preferred Qualifications
- Prior work experience from an asset management firm, brokerage house or broader financial services organization
- Salesforce experience
- Experience in PowerPoint
To be successful in this role you will be required to be flexible when needed in terms of hours to ensure coverage and an excellent client experience.
You will work within the office 4 days per week with 1 day working from home.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $80,000 - $100,000 per 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. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.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.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
ExemptJob Family Group
SalesLine of Business
AMINV US Asset Management

