Job Description
Key Responsibilities
Perform daily trading of our Active Portfolio Mutual Fund and/or ETF portfolios traded on-team, as well as the highly complex Drift trading process for internally- traded Select Separate Models Only and ETF strategies, and auto-rebalance trading and validation for our SPS Advantage product. This includes trade origination, pre and post trade validation, and reject and exception processing.
Provide support to business partners with trading and maintenance to models, processing client requests, and answering trade related questions/assisting with research of escalated items.
Build and maintain support relationships with internal WMS and Capital Markets Trading business partners, as well as external money managers and vendors. Collaborative work with third party money managers regarding model trading and client requests.
Continuous development of on-team systems, tools, and process knowledge.
Required Qualifications
Bachelor's Degree
2+ years of relevant trading/operations experience
- *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
Experience with order entry in at least one of the following security types: Stocks, Exchange Traded Funds, Bonds, Mutual Funds and Options
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 QualificationsExperience with order entry for the following security types: Stocks, ETFs, Bonds, Mutual Funds and Options.
Experience with the following systems: APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, MS Access.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 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.
Base Pay Salary
The estimated base salary for this role is $62,300-$84,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.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 timeExempt/Non-Exempt
Non-ExemptJob Family Group
Business Support & OperationsLine of Business
CLEAR ClearingKey Responsibilities
Perform daily trading of our Active Portfolio Mutual Fund and/or ETF portfolios traded on-team, as well as the highly complex Drift trading process for internally- traded Select Separate Models Only and ETF strategies, and auto-rebalance trading and validation for our SPS Advantage product. This includes trade origination, pre and post trade validation, and reject and exception processing.
Provide support to business partners with trading and maintenance to models, processing client requests, and answering trade related questions/assisting with research of escalated items.
Build and maintain support relationships with internal WMS and Capital Markets Trading business partners, as well as external money managers and vendors. Collaborative work with third party money managers regarding model trading and client requests.
Continuous development of on-team systems, tools, and process knowledge.
Required Qualifications
Bachelor's Degree
2+ years of relevant trading/operations experience
- *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
Experience with order entry in at least one of the following security types: Stocks, Exchange Traded Funds, Bonds, Mutual Funds and Options
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 QualificationsExperience with order entry for the following security types: Stocks, ETFs, Bonds, Mutual Funds and Options.
Experience with the following systems: APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, MS Access.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 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.
Base Pay Salary
The estimated base salary for this role is $62,300-$84,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.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 timeExempt/Non-Exempt
Non-ExemptJob Family Group
Business Support & OperationsLine of Business
CLEAR Clearing
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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