Fixed Income Product Specialist jobs in United States
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Ameriprise Financial Services, LLC · 1 day ago

Fixed Income Product Specialist

Ameriprise Financial Services, LLC is a diversified financial services leader managing over $1.5 trillion in assets. The Fixed Income Product Specialist will support advisors in growing their fixed income business by providing expert insights, promoting trading strategies, and building professional relationships within the territory.

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Responsibilities

Demonstrate an expert understanding of fixed income products and proactively provide fixed income trade ideas and strategies to Advisors
Skillfully deepen relationships with advisors within territory and articulate how capital markets trading activities and trends influence client’s product holdings
Responsible for a geographic area of coverage to support advisor sales of fixed income products
Cultivate the deep understanding and present fixed income portfolio ideas and recommendations to advisors in a proactive way
Demonstrate the communication skills, etiquette and confidence to convey fixed income concepts into information that is digestible by varied audiences
Provide expert fixed income guidance to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account
With guidance, understand and translate the strategic economic views of the firm, IRG (Investment Research Group), and the trading desk into actionable portfolio recommendations that are aligned with the Firms’ overall outlook
Provide input to help shape the investment strategy messaging in partnership with wealth management, IRG and marketing
Support fixed income trading strategists with portfolio creation and rebalancing ideas

Qualification

Fixed income products knowledgePortfolio strategyFinancial markets understandingExcel experienceBloomberg experienceThomson/Bond Desk experienceCoachingInfluencingUnderstanding regulatory issuesCommunication skillsRelationship building

Required

Bachelor's degree or equivalent experience
5+ years of relevant experience
Ability to gain Series 7 within reasonable time of hiring
Active to gain Series 63/66 within reasonable time of hiring
Demonstrated knowledge of fixed income securities, financial markets, portfolio strategy, economics and marketing products
Advanced understanding of fixed income regulatory issues
Proven ability to build strong partnerships & relationships and coach and influence appropriately

Preferred

Excel Experience
Bloomberg Experience
Thomson/ Bond Desk Experience

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurance

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.

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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Company data provided by crunchbase