| Required Skills: | Demonstrate an expert understanding of fixed income products and proactively provide fixed income trade ideas and strategies to Advisors. Skillfully deepen relationships with advisors within territory and articulate how capital markets trading activities and trends influence client's product holdings. Responsible for a geographic area of coverage to support advisor sales of fixed income products.
Cultivate the deep understanding and present fixed income portfolio ideas and recommendations to advisors in a proactive way. Demonstrate the communication skills, etiquette and confidence to convey fixed income concepts into information that is digestible by varied audiences. Provide expert fixed income guidance to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account.
With guidance, understand and translate the strategic economic views of the firm, IRG (Investment Reseach Group), and the trading desk into actionable portfolio recommendations that are aligned with the Firms' overall outlook. Provide input to help shape the investment strategy messaging in partnership with wealth management, IRG and marketing.
Support fixed income trading strategists with portfolio creation and rebalancing ideas.
Required Qualifications
Bachelor's degree or equivalent experience.
5+ years of relevant experience.
Active Series 7.
Active Series 63/66.
Demonstrated expert knowledge of all fixed income securities, financial markets, portfolio strategy, economics and marketing products.
Advanced understanding of fixed income regulatory issues.
Proven ability to build strong partnerships & relationships and coach and influence appropriately.
Excellent written, verbal and presentation skills.
Self-motivated with a high attention to detail and have the ability to work productively and effectively in a highly stressful, time sensitive environment all the while adhering to policies and procedures.
About Our Company
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.
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
Sales
Line of Business
CLEAR Clearing |