Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Advisory Research Consultant

$120k

Ameriprise Financial Services, Inc.

About Our CompanyWorking 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 reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. 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. Job DescriptionIncrease Columbia Management sales through intermediary distributors by gaining and maintaining placement on research department discretionary and nondiscretionary platforms. Support smaller intermediary firms as assigned. Partner and support senior team members.ResponsibilitiesExecute sales activity to deepen relationships with each research department, diversify analyst network, identify platform opportunities, and progress through the platform placement process.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.Analyze intermediary research platform recommended lists and model portfolios to identify opportunities and risks. Prepare competitor and market analytics.QualificationsBachelors degree or equivalent5-7 years relevant experienceFINRA Series 7, Series 63/66, Series 65/66Demonstrated interest in the capital markets and understanding of the mutual fund research process.Strong relationship and sales experience in the asset management business, including distribution of mutual funds, and/or SMA strategies preferred.In-depth understanding of investment analytics.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.CFA or significant progress toward CFAVisa 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 SalaryThe 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. 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.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of Business AMINV US Asset ManagementColumbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. 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.SummaryLocation: Boston, MassachusettsType: Full time

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Advisory Research Consultant in Boston, MA vacancy
  • $110k - $125k

     ...Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around...  ...and individuals worldwide.This role provides investment research and analytical support to Municipal Credit Analysts and Portfolio... 
    Suggested
    Temporary work
    Worldwide

    Morgan Stanley

    Boston, MA
    4 days ago
  • $60k - $100k

     ...Job Description Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from...  ...Identifying transaction focus areas based on preliminary analysis Researching technical accounting topics for contemplated transactions... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Work at office
    Relocation package

    Kroll

    Boston, MA
    22 hours ago
  • $68k - $72k

     ...Insights (CAI) team. The CAI team provides an advisory service that turns Opensignal's...  ...insights. Serve as an industry expert by researching and analyzing key industry trends,...  ...analysis, market research, or management consulting. Experience planning and executing novel... 
    Suggested
    Permanent employment
    Contract work
    Summer work
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Open Signal

    Boston, MA
    22 hours ago
  • $60k - $70k

     ...Overview Cadmus seeks a Research Analyst to join its Market Research & Customer Insights team. Research Analysts are expected to conduct...  ...private organizations worldwide with technology-empowered advisory and implementation services. We help our clients achieve their... 
    Suggested
    Permanent employment
    Work experience placement
    Local area
    Worldwide
    1 day per week

    Cadmus, LLC

    Boston, MA
    1 day ago
  •  ...individual to support the execution of primary market research studies. The ideal candidate will provide direct support to consulting teams and will focus on improving Putnam’s...  ...Description Inizio Ignite is the global advisory partner for health and life sciences,... 
    Suggested
    Full time
    Work at office

    The Putnam Company

    Boston, MA
    22 hours ago
  • $85k - $100k

     ...offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership... 
    Local area
    Flexible hours

    Man Group

    Boston, MA
    1 day ago
  • $50k - $70k

     ...Location: Albany, NY; Hartford, CT; and Boston, MA (hybrid remote opportunity) Do you have experience in legal research services? Are you excited about the opportunity to join an innovative, growing law firm that has been successful for more than 165 years? Role Harris... 
    Summer work
    Work at office
    Remote work

    Harris Beach Murtha

    Boston, MA
    22 hours ago
  • $100k - $130k

     ...Job Opportunity Nashville, Tennessee Primary Responsibilities: Conducts legal and business research for attorneys, clients, and staff. Analyzes and synthesizes research findings into clear, concise, and actionable work product. Develops and maintains... 
    Work at office

    Pillsbury Winthrop Shaw Pittman

    Boston, MA
    4 days ago
  • $175k

     ...MFS International Australia Pty Ltd is seeking an experienced Equity Research Analyst focusing on Real Estate Investment Trusts (REITs). You will conduct detailed research, develop investment insights, and make stock recommendations for MFS portfolios. The ideal candidate... 

    MFS International Australia Pty Ltd

    Boston, MA
    22 hours ago
  • An innovative nonprofit organization is seeking passionate individuals to join their mission of accelerating climate interventions. This role emphasizes curiosity, analytical skills, and the ability to navigate ambiguous challenges. Team members will engage in diverse ...

    Energy Vault LLC

    Boston, MA
    22 hours ago
  •  ...Responsibilities Kforce has a client that is seeking a Senior Research Analyst in Boston, MA. Summary: We are seeking a Senior Research Finance Analyst to support grant and contract financial management within a research-focused environment. This role is responsible for... 
    Hourly pay
    Contract work

    Kforce

    Boston, MA
    22 hours ago
  •  ...Join to apply for the Research Student role at Beth Israel Deaconess Medical Center 1 day ago Be among the first 25 applicants Join...  ...– Energy Efficiency Sector Internship Opportunities with Bala Consulting Internship - Surrogate Modeling for Sound Propagation Internship... 
    Temporary work
    Part time
    Summer work
    Internship
    Shift work

    Beth Israel Deaconess Medical Center

    Boston, MA
    22 hours ago
  • $50k - $70k

     ...Research Analyst Location: Albany, NY; Hartford, CT; and Boston, MA (hybrid remote opportunity) Do you have experience in legal...  ...finance, tax, and trusts and estates. The firm's lawyers and consultants practice from offices throughout Connecticut in Bantam, Hartford... 
    Summer work
    Work at office
    Remote work

    Harris Beach Murtha

    Boston, MA
    4 days ago
  • $85k - $115k

     ...workforce with a variety of skills, workplace experiences, and backgrounds. Ballentine Partners is looking for an enthusiastic Research Analyst to join our growing Investments team. The Research Analyst will assist in identifying opportunities and conducting due diligence... 
    Temporary work
    Internship
    Worldwide
    Visa sponsorship
    Work visa
    Flexible hours

    Ballentine Partners

    Boston, MA
    3 days ago
  • $95k - $155k

     ...8+ years in growth, customer, or lifecycle marketing as an analyst, preferably in a hardware technology company OR 1-4 years of consulting experienceStrong analytical or technical skills Strong ability to interpret data and translate insights into actionable marketing... 
    Full time
    Work at office
    Worldwide
    Flexible hours

    Formlabs

    Somerville, MA
    3 days ago
  •  ...analysis and quality control. Portfolio data of this nature is utilized in a variety of contexts including RFPs, RFIs, presentations, consultant databases, and in response to many ad hoc inquiries. Build and support product messaging within pitchbooks, RFP language, and... 

    Loomis Sayles

    Boston, MA
    5 days ago
  • $124k - $280k

     ...SectorHealth ServicesSpecialismOperationsManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Research and Grant Administration Consultant, Senior Manager, you will engage with clients in the Health Services sector, providing strategic guidance and... 
    Full time
    H1b

    PwC

    Boston, MA
    1 day ago
  • $80k - $120k

    At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a...
    Full time
    Work experience placement
    Work at office
    Local area

    Brown Brothers Harriman

    Boston, MA
    2 days ago
  •  ...License, or General Lines Agent License.Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions.Demonstrates the organization’s core values, exuding... 
    Full time
    Contract work
    Work at office

    The Baldwin Group

    Boston, MA
    1 day ago
  • $95k - $115k

     ...business partners to analyze Eppendorf’s strengths and improvement areas.What sets you apart5+ years of experience in market research, consulting and/or business/market intelligence, with a strong track record of translating data into strategic recommendations.Solid... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Eppendorf

    Boston, MA
    4 days ago
  • Company DescriptionBy working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming...
    Work at office
    Work from home

    Harvard University

    Cambridge, MA
    3 days ago
  • $110k - $180k

    Machine Learning Quantitative Research Analyst (State Street Bank and Trust Company; Cambridge, MA):Will be a member of the Portfolio Management Research Team at State Street Associates, an investment research division of State Street Markets. This role will be responsible... 
    Full time
    Temporary work
    Remote work
    Flexible hours

    State Street Bank

    Cambridge, MA
    2 days ago
  • $61.85k - $126.23k

     ...Research Analyst – US Sports Media Location: Boston, MA. About the Role The US Sports Media analyst will spend approximately 50% of the time updating financial models for regional sports networks, emerging local broadcast stations, direct-to-consumer streaming deals,... 
    Contract work
    Local area
    Flexible hours

    S&P Global

    Boston, MA
    4 days ago
  • $112.88k - $164.53k

     ...Marketing, or related field.Minimum Years of Experience  8 years’ progressive experience working in the business analytics, market research and/or competitive intelligence environment.Essential Job ExpectationsWhile the specific job requirements of a DLA Piper position... 
    Full time
    Work at office
    Remote work
    Relocation
    Visa sponsorship
    Relocation package

    DLA Piper

    Boston, MA
    22 hours ago
  • $175k

     ...team of quantitative analysts and portfolio managers developing and managing a set of quant/fundamental blend equity strategies. Research enhancements to stock selection models, evaluate portfolio construction methodologies and develop production code. Serve as a member... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    MFS Investment Management

    Boston, MA
    3 days ago
  •  ...expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't... 
    Full time
    Part time
    Work experience placement
    Work at office
    Work from home
    Monday to Friday

    State of Massachusetts, USA

    Boston, MA
    5 days ago
  • $46 - $55 per hour

     ...through data analysis, reporting, and stakeholder collaboration* Strengthen organic and local search performance through keyword research, SEO maintenance, and listing accuracy* Train team members on analytics tools, tracking standards, and reporting best practices* Provide... 
    Local area

    KForce

    Boston, MA
    22 hours ago
  •  ...Temporary Legal Research Analyst (East Coast Hours) Employment Type: Full-Time, Temporary Location: Hybrid (Boston, New York locations preferred, D.C. possible) JOB SUMMARY Accufile is seeking a temporary legal research analyst to provide legal and business research,... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    accufilecareers

    Boston, MA
    2 days ago
  • $56.67k - $94.46k

     ...locations with the ability to meet in-person as needed in office. (CT-Windsor, NY-Metro, OR ATL ONLY) Profile Summary This supporting research role conducts all phases of primary and secondary research (i.e., researches, analyzes and reports on data - both quantitative and... 
    Part time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours

    Voya Financial

    Boston, MA
    4 days ago
  • $90k - $180k

     ...more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought...  ...investment adviser, investment company compliance or compliance consultant experienceBachelor's degree in finance, business... 
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Advisory Research Consultant. Be the first to apply!