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Work directly with senior members of Institutional Sales to support the overall sales function. This includes driving analytics, industry/competitor research, and supporting territory managers to enable them to maximize time spent in the field. Coordinate with internal partners to prepare presentation content, develop sales narratives and customized materials for prospect meetings. Engage in sales training programs as needed. Based on outstanding performance, the role could evolve to outward facing prospect interaction and direct sales opportunities.
We appreciate that work-life balance is an important factor when considering your next career. Flexible work arrangements can be discussed through the interview process. If you are not located close to a physical office, remote work is considered for qualified candidates.
Sales Reporting/CRM Reporting - Maintain territory qualification reports (via MMD and Salesforce.com) and sales territory heat maps, create and maintain sales reports and sales reporting templates, serve as subject matter expert for CRM report development and maintenance (JIRA requests, etc.), develop and maintain data-driven analytical dashboard, territory and metrics report suite as needed, and respond to distribution/sales survey content as requested. Create, maintain, and update regular sales reports, including pipeline report.
Meeting Preparation - Work directly with investment institutional sales teams, product managers and other subject matter experts to draft presentation content for both internal meetings (i.e. due diligence, kick the tire, and client activity) and external meetings (i.e. key prospect). Prepare competitive analysis and briefing documents, create and finalize agendas and request custom materials. Implement institutional "Best Practices" meeting model. Attend and participate in internal meetings as necessary and appropriate.
Request for Proposal and Marketing Team Liaison - Complete and maintain quantitative RFP qualification scorecards and coordinate quantitative activity reporting and analysis for executive team. Submit RFPs to the RFP team via Salesforce on behalf of Senior Sales professionals.
Training Programs - Be involved in sales training programs as needed, including coordinating logistics for internal training programs and working closely with corporate training partners and head of marketing to create and administer combine initiatives.
Sales Administration - Manage internal communications on behalf of head of sales, including internal agendas, meeting minutes, follow-up on action items and coordination.
Bachelors degree or equivalent experience
3-5 years of relevant experience
Ability to analyze data and drive analytics to sales/product conclusions.
Familiarity with CRM systems and data warehouses, particularly Salesforce and eVestment
Ability to navigate complex systems, statistical and coding skills (i.e. Excel Macros)
Strong interpersonal skills
Strong organizational skills and attention to detail
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.