National Accounts Analyst (Asset Management)

Location: Boston, Massachusetts, United States; hybrid schedule with at least four days per week in the office and one day per week from home. Travel of up to 25% may be required.

Base salary: $70,000–$90,000 per year, with potential variable compensation through bonuses, commissions, and/or long-term incentives.

Company

hirify.global and its Columbia Threadneedle Investments business provide investment management, financial services, and insurance solutions through a global team of more than 2,300 people.

What you will do

• Analyze sales, asset flows, platform activity, and market data to identify trends, risks, and growth opportunities.
• Prepare recurring reports, dashboards, territory reviews, and performance analytics for National Account Managers and business stakeholders.
• Develop client-ready presentations, business reviews, product updates, reporting packages, and platform deliverables.
• Coordinate due diligence requests, questionnaires, data collection, submission records, meetings, events, and follow-up actions.
• Maintain CRM records, platform data, pipelines, client interactions, and activity tracking.
• Partner with Product, Marketing, Legal, Compliance, Operations, and other teams to deliver business priorities on schedule.

Requirements

• 1–2 years of experience in financial services, with an interest in financial markets and asset management.
• Bachelor’s degree in Finance, Business, Economics, or a related discipline.
• FINRA Series 7 and Series 66 licenses are required.
• Strong analytical, organizational, data management, communication, collaboration, and relationship-building skills.
• Proficiency in Microsoft Copilot, Excel, Word, and PowerPoint; ability to manage multiple priorities and deadlines.
• Must have U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Familiarity with Salesforce, CRM systems, data tools, or reporting platforms.
• Knowledge of mutual funds, exchange-traded funds, separately managed accounts, model portfolios, and alternative investments.
• Interest in a long-term career in National Accounts, sales, or relationship management.
• Exposure to analytics or AI-enabled workflows.

Culture & Benefits

• Face-to-face collaboration and in-person relationship building are central to the working model.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Performance-based compensation may include bonuses, commissions, and long-term incentives.
• Inclusive and performance-based workplace focused on employee growth and development.