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Ameriprise Financial Services, LLC · 12 hours ago

Advisory Trading Specialist

Minneapolis, Minnesota

Full-time

Hybrid

Entry, Mid Level

$62K/yr - $86K/yr

2+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader managing over $1.5 trillion in assets. The Advisory Trading Specialist will manage day-to-day trading operations for discretionary managed account products and collaborate with business partners to handle client requests and trade inquiries.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

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

Qualification

Trading operations experienceOrder entry for securitiesTrading systemsAttention to detailCommunication skills

Required

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

Experience 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

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)