Marketing and Sales Leadership Development Program Associate

Posted 4 Days Ago
Be an Early Applicant
Boston, MA
Entry level
Insurance • Financial Services
The Role
The Marketing and Sales Leadership Development Program Associate will participate in a 24-month program involving four 6-month rotations across various business areas, developing marketing materials, analyzing market competition, supporting sales efforts, and maintaining client data. The position emphasizes collaboration and professional growth in a dynamic environment.
Summary Generated by Built In

Are you looking for a company that values diversity, collaboration, and growth? Columbia Threadneedle Investments offers a meaningful career for emerging talent in a FORTUNE 500® company within the Financial Services industry.  

Our Leadership Development Program (LDP) provides experience in a collaborative and inclusive environment. Over the course of your program, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Columbia Threadneedle Investments offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs.   

The Sales and Marketing LDP is a 24-month experiential commitment crafted to cultivate your business knowledge, gain on-the-job training, network in an encouraging, inclusive, team-based environment, have exposure to senior leaders and contribute to the success of the company through four, 6-month rotations. With access to our Business Resource Networks – which includes the Black Employee Network, Young Professionals Network, PRIDE Network – you will increase your own sense of belonging and engage in relevant networking and development opportunities. Embark on this journey as a Leadership Development Program Associate and lay the foundation for your future.

The Sales and Marketing LDP rotates through and completes work within the following business areas: 

  • Marketing 

  • Product Development & Management 

  • Institutional Distribution

  • Intermediary Sales 

 After exploring the breadth of the business units through each rotation, LDPs may have the opportunity to post to a permanent position within Columbia Threadneedle Investments. 

 

Key Responsibilities 

Responsibilities will vary depending on current rotation and assigned projects. This could include: 

  • Developing and maintaining marketing collateral that effectively communicates our brand, investment capabilities and products to financial advisors and institutional investors. 

  • Supporting go-to-market marketing campaigns that effectively reach our target audience through digital, event and in-person activations. 

  • Partnering with the Product team to conduct competitive marketplace analysis. 

  • Assisting colleagues with data modelling and reporting. 

  • Providing general multi-channel sales support. 

  • Supporting the sales team with prospect and opportunity analysis and preparation for meetings.  

  • Working with Consultant Relations and Relationship Management to provide reports and data to clients and consultants.  

  • Updating Prospect and Client profiles in account management system working with the Sales and RM teams and using other data available.  

  • Creating target client and prospect lists for focus strategies with consultant ratings.  

  • Providing continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers. 

  • Maintaining management software and inputs literature orders. 

 

Required Qualifications 

  • Current Senior at a 4-year university pursing a bachelor’s degree 

  • Graduation date of December 2024 or May/June 2025 

  • Commitment to complete the full 24-month Leadership Development Program 

  • Commitment to obtain Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) within a defined period of time 

Preferred Qualifications 

  • High degree of self-motivation with strong integrity and ethics 

  • Proven organization skills and ability to manage time effectively 

  • Excellent communication, interpersonal, and presentation skills

  • Ability to work and communicate collaboratively with all levels of the organization including team members, managers, and senior leaders 

  • Proficient with Microsoft Office Suite 

 

The company does not offer sponsorship for this opportunity. 

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

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 time

Exempt/Non-Exempt

Exempt

Job Family Group

Human Capital

Line of Business

AMINV US Asset Management

Top Skills

Microsoft Office Suite
The Company
HQ: Boca Raton, FL
5,200 Employees
On-site Workplace
Year Founded: 1990

What We Do

For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.

Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.

Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.

Come #SoarWithUs and be a part of the Freedom family!

Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org

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