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The responsibilities include but are not limited toKey Responsibilities
- Perform daily trading of Ameriprise Active Portfolio Mutual Funds as well as the highly complex Drift trading process for internally-traded Select Separate Models Only and Exchange Traded Funds (ETFs) strategies. This includes trade origination, trade validation, and reject and exception processing.
- Plan and perform trading for scheduled rebalance trade events.
- Support crisis management of time sensitive trading or production issues.
- Provide support to business partners in processing client requests, answering trade related questions and assisting with research of escalated items.
- Build and maintain support relationships with internal Wealth Management Solutions (WMS) and Capital Markets Trading business partners, as well as external money managers and vendors.
Required Qualifications
- Bachelors Degree or equivalent experience
- 3+ years of relevant experience preferably supporting models-based Advisory products
- Strong attention to detail, highly organized, and possesses a strong work ethic
- Ability to work under pressure and meet tight deadlines while maintaining a high degree of accuracy
- Strong communication skills
Preferred Qualifications
- Experience with order entry for the following security types Stocks, Exchange Traded Funds, Bonds, Mutual Funds and Options
- Experience with the following systems APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, Microsoft Access
- Interest in obtaining FINRA licensing
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.About Our Company
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-TimeExempt/Non-ExemptJob Family GroupLine of Business
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