Senior Director, Trust Investment Management jobs in United States
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Ameriprise Financial Services, LLC · 1 day ago

Senior Director, Trust Investment Management

positionLas Vegas, Nevada
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date7+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader with a significant presence in the industry. In this role, you will lead oversight and fiduciary responsibility for the investment management process of Personal Trust Services, managing a team and ensuring compliance with regulations while developing complex investment strategies for clients.

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H1B Sponsor Likelynote

Responsibilities

Lead a team responsible for fiduciary investment management activities of PTS
Facilitate integration of department and parent company initiatives into Trust investment management
Participate in key initiatives to support and build a personal trust business that is distributed through an advisor channel in the Broker/Dealer
Respond to client inquiries regarding complex investments & manage the investment review (Reg 9) standards and execution
Chair of the Investment Sub-Committee which is responsible for oversight of investment management duties as defined in committee charter
Monitor account investment performance & review with advisor
Prepare quarterly reporting for the Trust Committee of the Board of Directors meetings regarding trust investment management activities
Responsible for establishing overall investment management procedures to maintain strong control environment for fiduciary assets and leading processes, including coordination of internal Bank and Compliance audits and OCC regulatory audits
Effectively manage client/advisor expectations and mitigate client complaints
Provide effective leadership to direct reports incorporating performance management practices through individual performance plans, periodic reviews and feedback sessions, coaching and development

Qualification

Investment managementTrust taxationFiduciary lawCFACommunication skills

Required

7-10 years' relevant exp
Bachelor's degree required
10-20% travel required

Preferred

CFA preferred
Experience with trust taxation and fiduciary law
Investment management as it relates to trusts
In-depth knowledge of many types of trusts and complex legacy and estate planning topics
Strong communication skills

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
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)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Recent News

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Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
MarketScreener
Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase