Director of Macroeconomic Strategy

00015 Ameriprise Financial Services, LLC.; Charlotte (NC); Hybride; USD 140 000 - 193 000; Plein temps

Résumé du poste

Ameriprise Financial is seeking a Director of Macroeconomic Strategy to drive forward-looking market analysis that informs investment strategy, asset allocation, and client guidance. You will build forecasting models, dashboards, and publications, translating complex developments into clear insights for advisors and clients.

The role partners with senior leaders, supports the Chief Market Strategist, and leverages Bloomberg/FactSet to scale research capabilities across the firm.

Qualifications

• 10+ years' experience in investment research, portfolio management, or strategy.
• Bachelor’s degree or equivalent.
• FINRA Series 7 required upon hire.
• Active State securities agent registration (S63 or S66) or ability to obtain within 90 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days.

Responsabilités

• Develop market and economic outlooks, investment themes, and scenario analyses.
• Create and enhance forecasting frameworks, models, dashboards, and analyses.
• Contribute to market publications and client-facing communications.
• Translate market developments into actionable insights for clients and advisors.

Connaissances

10+ years' experience in investment

Strong knowledge in market and econ

Excellent communication skills

Proficiency in modeling skills

Ability to translate complex topics

Formation

Bachelor’s degree or equivalent

Advanced degree in economics/finance or CFA/CMT

FINRA Series 7

State securities agent registrations (S63/S66)

State IAR registration (S65/S66)

Outils

Bloomberg

FactSet

Description du poste

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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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 real difference for clients, institutions and communities around the world.

Job Description

The Director of Macroeconomic Strategy supports forward-looking market/economic analysis that informs Ameriprise's investment strategy, asset allocation, and advisor/client guidance. The role enhances the firm's market and economic research capabilities through forecasting frameworks, analytical models, dashboards, publications, and communications that identify risks, opportunities, and investment implications. Working closely with senior investment leaders, the position translates complex market and economic developments into actionable insights for clients and advisors. The Director of Macroeconomic Strategy primarily supports the Chief Market Strategist and Chief Economist at Ameriprise Financial. The role helps facilitate the following: Market & Economic Strategy Support: Partner with the Chief Market Strategist and Chief Economist to develop market and economic outlooks, investment themes, scenario analyses, and forward-looking perspectives. Help evaluate the implications of changing market and economic conditions for asset allocation, portfolio positioning, and advisor/client guidance. Research and Analysis: Conduct independent analysis of economic indicators, financial markets, earnings trends, valuations, monetary policy, and cross-asset developments. Identify emerging risks, opportunities, and shifts in market and economic conditions that may influence investment outcomes and portfolio decisions. Models, Forecasting, and Dashboards: Build, support, and enhance the firm’s market and economic forecasting frameworks, analytical models, dashboards, and scenario analysis capabilities. Develop systematic approaches for monitoring growth, inflation, policy, valuations, market conditions, and other indicators used to inform the firm’s market and economic outlook Publications and Communications: Develop and contribute content for market and economic publications, including Ameriprise's Before the Bell, Did You Know, After the Close, Weekly Market Perspectives, Economic Perspectives, market commentaries, presentations, and other advisor- and client-facing communications. Translate market and economic developments into clear, actionable insights that support investment decision-making and are consumable by retail investors. Engagement and Innovation: Support market and economic presentations, advisor and client events, media-related activities, video content, and other thought-leadership initiatives across the firm. Leverage Bloomberg, FactSet, AI-enabled research tools, and other technologies to expand market/economic research capabilities, improve analytical workflows/messaging, and strengthen research scalability.

Preferred location is Troy, Michigan, but qualified candidates will be considered in Minneapolis, MN or Charlotte, NC.

Required Qualifications

• 10+ years' experience in investment research, portfolio management, or strategy
• Bachelor’s degree or equivalent
• FINRA Series 7 required upon hire
• Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
• Active State IAR registration (S65 or S66) or ability to obtain within 90 days

Preferred Qualifications

• Advanced degree in economics or finance, Chartered Financial Analyst (CFA), or Chartered Market Technician (CMT)
• Strong knowledge in market and economic analysis
• Excellent communication skills both written and verbal
• Extensive knowledge base and understanding of various investment types (e.g. equities, fixed income, alternatives, etc.)
• Proficiency in modeling skills with the ability to combine investment knowledge and technical expertise to produce effective results
• Proficiency in Bloomberg and/or FactSet Retail advisor/client experience
• Ability to communicate complex topics in understandable terms

Visa Sponsorship

Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

Base Pay Salary The estimated base salary for this role is $140,200 - $192,800 / 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.

Full-Time/Part-Time

Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business FPPS Wealth Management Solutions

Equal Opportunity Employment

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Company History & Values

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below.