Top Tech Jobs & Startup Jobs

Provide high-level administrative support to senior leaders by managing complex calendars, coordinating meetings and events, handling communications, travel and expense processing, preparing presentations, supporting department operations and special projects, and mentoring/onboarding other administrative staff.

Supports experienced financial advisors while building a personal client book of business. Responsibilities include prospecting, developing a pipeline, supporting client financial planning, analyzing client data, preparing recommendations and plans, providing product expertise, executing marketing activities, managing client service processes, and maintaining regulatory and ethical standards. Required licenses include FINRA Series 7, state securities and investment adviser registrations, and state insurance product licenses within 150 days of hire.

Drive annuity sales growth across a designated territory by developing advisor relationships, executing consultative sales strategies, creating territory plans, conducting presentations, and identifying opportunities through CRM, business intelligence, and sales reporting tools. Provide annuity product expertise, monitor industry and regulatory trends, maintain compliance, collaborate with internal and external partners, and travel as needed for advisor meetings and events.

Supports experienced financial advisors by developing client relationships, building a prospect pipeline, assisting with financial planning recommendations, delivering client service, and contributing to marketing and practice operations. The role requires obtaining FINRA Series 7, securities, investment adviser representative, and state insurance licenses within 150 days.

Entry-level administrative assistant supporting multiple leaders across locations and time zones. Responsibilities include calendar, travel, and expense management; preparing reports, presentations, and correspondence; maintaining organizational records, distribution lists, and inventory; coordinating with business partners; providing backup support; and participating in training. The role requires discretion, prioritization, multitasking, strong organization, Microsoft Office proficiency, and availability for evening/night shifts.

Supports financial advisors through digital marketing, social media, website updates, email and drip campaigns, prospect outreach, CRM management, lead generation, scheduling, and performance reporting. The role builds advisor online presence, generates qualified prospects, supports client acquisition, maintains advisor relationships, and ensures compliance with regulatory requirements and service standards. Evening-shift work and regular in-office collaboration are required.

Administer and support enterprise Managed File Transfer platforms, including IBM Sterling and AWS Transfer Family. Provide production support, monitoring, troubleshooting, root-cause analysis, patching, capacity management, disaster recovery, resiliency testing, certificate and encryption lifecycle management, firewall and network coordination, partner onboarding, and incident response. Develop operational documentation and drive automation, self-service, platform reliability, and continuous improvement while supporting secure internal and external file transfers.

Drive placement of Columbia Management strategies on intermediary research platforms by building and maintaining relationships with research departments, supporting smaller intermediaries, analyzing platform recommended lists and model portfolios, partnering with product and investment teams, and supporting senior team members in sales and client service initiatives.

Supports marketing innovation initiatives across AI and emerging technology research, industry trend analysis, communications, content, presentations, stakeholder insights, and team effectiveness projects. The intern will help identify new marketing opportunities, contribute to discussions about evolving practices, collaborate with marketing professionals, and present project outcomes at the end of the internship.

The intern will analyze business and operational data, identify trends and improvement opportunities, and help develop dashboards, reports, scorecards, and visualizations. They will explore AI and automation applications, translate findings into clear recommendations, collaborate with business partners, and present project learnings. The role requires an undergraduate student graduating in December 2027 or May/June 2028, strong communication and problem-solving skills, and working knowledge of Excel and PowerPoint.