Trading Strategy Advisor for Mutual Funds & ETFs

00052 American Enterprise Investment; Minneapolis (MN); On-site; USD 62,000 - 94,000; Full time

Job summary

Ameriprise Financial is seeking an Advisory Trading Specialist to lead day-to-day trading and operations for discretionary managed accounts. You will collaborate across teams to process client requests, answer inquiries, and research escalated items, while supporting model trading and system enhancements.

The role emphasizes accuracy under pressure, strong communication, and the ability to navigate complex trading workflows within a large financial services environment.

Qualifications

• Bachelor's degree or equivalent experience.
• 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.

Responsibilities

• Perform daily trading of Active Portfolio Mutual Fund and/or ETF portfolios; manage drift trading and auto-rebalance processes; handle pre/post trade validation and exceptions.
• Support partners with trading and model maintenance; process client requests and research escalations.
• Build and maintain relationships with internal teams, external managers and vendors.
• Collaborate with third party managers on model trading and client requests; continuously improve systems and processes.

Skills

Attention to detail

Work under pressure

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

APL

BETA

BondDesk

Brokerage Mainframe

SSRS/SharePoint

MS Access

Job description

Ameriprise Financial is seeking an Advisory Trading Specialist to lead day-to-day trading and operations for discretionary managed accounts. You will collaborate across teams to process client requests, answer inquiries, and research escalated items, while supporting model trading and system enhancements.

The role emphasizes accuracy under pressure, strong communication, and the ability to navigate complex trading workflows within a large financial services environment.