Associate National Account Manager

Location: Boston, Massachusetts, United States. Hybrid schedule with at least four days per week in the office and up to one day working from home; travel of approximately 25%–40% is required.

Base salary: $80,000–$100,000 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 strategies and solutions across major asset classes and markets through a global team of more than 2,300 people.

What you will do

• Support National Account Managers in managing home office relationships, client inquiries, onboarding activities, records, and deliverables.
• Execute platform distribution initiatives involving product availability, due diligence, approvals, launches, and shelf-space opportunities.
• Prepare client-facing presentations, business plans, due diligence questionnaires, requests for proposals, reports, and product updates.
• Analyze sales, asset-flow, platform, and KPI data to identify trends and growth opportunities.
• Coordinate client meetings, due diligence sessions, conferences, and roadshows while developing relationships with home office stakeholders.
• Collaborate with sales, product, legal, compliance, marketing, and operations teams on client commitments and strategic projects.

Requirements

• 2–5+ years of experience in asset management, wealth management, sales support, client service, or a related financial services environment.
• FINRA Series 7 and Series 66 registrations are required.
• Proficiency with Microsoft Office, CRM platforms, content management tools, analytics solutions, and data-driven reporting.
• Ability to manage multiple priorities, coordinate complex deliverables, and maintain strong attention to detail in a regulated environment.
• Strong analytical, written, and verbal communication skills, with the ability to translate data into actionable insights.
• Applicants must have U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Familiarity with Salesforce, Seismic, and analytics tools.
• Interest in pursuing CFA, CAIA, CIMA, or CPWA designations.
• Interest in business development, relationship management, and long-term sales career paths.

Culture & Benefits

• Client-centric, relationship-based work environment focused on in-person collaboration and idea sharing.
• Opportunities for career growth across investment management and related financial services businesses.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Performance-based compensation with potential bonuses, commissions, and long-term incentives.