Portfolio Trading Advisor, Discretionary Accounts

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 62,000 - 94,000; Full time

Job summary

Ameriprise Financial Services, LLC in Minneapolis, MN is seeking an Advisory Trading Specialist to initiate the day-to-day trading and operations for discretionary managed accounts. You will process client requests, answer trade-related inquiries and perform research on escalated items, while collaborating with business partners.

Required: Bachelor's degree or equivalent, 1–3 years' relevant experience, attention to detail, ability to work under pressure, and strong communication skills.

Qualifications

• Bachelor's degree or equivalent experience.
• 1–3 years of relevant experience.
• Strong attention to detail and highly organized.
• Ability to work under pressure and meet deadlines with accuracy.
• Strong communication skills.

Responsibilities

• Perform daily trading of Active Portfolio Mutual Fund and/or ETF portfolios and manage complex Drift trading processes.
• Provide support to partners, process client requests, and research escalated trade items.
• Build relationships with internal and external partners and maintain system/process knowledge.
• Continually develop team systems, tools, and process knowledge.

Skills

Attention to detail

Organized

Work ethic

Under pressure

Communication skills

Education

Bachelor's degree or equivalent experience

Job description

Ameriprise Financial Services, LLC in Minneapolis, MN is seeking an Advisory Trading Specialist to initiate the day-to-day trading and operations for discretionary managed accounts. You will process client requests, answer trade-related inquiries and perform research on escalated items, while collaborating with business partners.

Required: Bachelor's degree or equivalent, 1–3 years' relevant experience, attention to detail, ability to work under pressure, and strong communication skills.