Full-Time

Trading Specialist

Posted on 1/28/2025

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Compensation Overview

$61.1k - $82.5kAnnually

+ Bonus + Commission + Long-term Incentives

Junior, Mid

Charlotte, NC, USA + 1 more

More locations: Minneapolis, MN, USA

Category
Quantitative Trading
Quantitative Finance

You match the following Ameriprise Financial's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor's degree or equivalent experience
  • 1-3 years of relevant experience
Responsibilities
  • Perform daily trading of Active Portfolio Mutual Fund and/or ETF portfolios
  • Provide support to business partners with trading and maintenance to models
  • Build and maintain support relationships with internal WMS and Capital Markets Trading business partners
  • Continuous development of on-team systems, tools, and process knowledge
Desired Qualifications
  • Experience with order entry for Stocks, ETFs, Bonds, Mutual Funds and Options
  • Experience with APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, MS Access
  • 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

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor who can help them make informed decisions. What sets Ameriprise apart from competitors is their focus on personalized financial planning and the emphasis on building a confident retirement plan tailored to individual needs. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

Company Size

10,001+

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for personalized advice can drive more clients to Ameriprise.
  • The trend of advisors moving to independent firms benefits Ameriprise's recruitment.
  • Focus on retirement planning among millennials and Gen Z expands Ameriprise's client base.

What critics are saying

  • Departure of advisors with client data poses a significant risk to Ameriprise.
  • Lawsuit over cash-sweep practices could damage Ameriprise's reputation.
  • Competition from other firms may attract advisors with significant assets away from Ameriprise.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice amid economic uncertainty and market volatility.
  • The firm integrates digital financial planning tools to enhance client experience.
  • Ameriprise focuses on sustainable and socially responsible investing products.

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Benefits

Remote Work Options

Hybrid Work Options

Company News

InvestmentNews
Feb 11th, 2025
LPL welcomes $630M sibling advisor duo from Corebridge

Meanwhile, Ameriprise Financial announced it has added Jeff Impey to its branch channel.

Yahoo
Jan 6th, 2025
Ameriprise Asks Judge to Toss Clients' Cash-Sweep Lawsuit

Four investors are suing Ameriprise in federal court in Minneapolis, accusing it of breach of fiduciary duty and contract, and saying it should have paid them a higher interest rate on uninvested cash.

Illumyfi
Jan 6th, 2025
25-Year Industry Veteran Brings $140 Million in Assets to Ameriprise Financial

MINNEAPOLIS-(BUSINESS WIRE)-Financial advisor Ben Fogarty, MBA, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with nearly $140 million in assets.

Twin Cities
Dec 22nd, 2024
Business People: Jan Malcolm, Brian Thun added to Blue Cross board

Ameriprise Financial, Minneapolis, announced that Jason Holt, an Ameriprise financial adviser with a practice in Wayzata, has received the 2025 Five Star Wealth Manager award by Five Star Professional, a third-party research firm.

Stock Titan
Dec 9th, 2024
Ameriprise Financial Names Brian Mora Senior Vice President of Experienced Advisor Recruiting

MINNEAPOLIS-(BUSINESS WIRE)- Ameriprise Financial, Inc. (NYSE: AMP) today announced that Brian Mora has been named Senior Vice President of Experienced Advisor Recruiting.

Coverage
Dec 5th, 2024
Gary Presslaff Joins Monumental Financial Planning

Financial advisor Gary Presslaff, a 40-year veteran in the financial services industry, recently joined an established independent. Ameriprise Financial <i class="fa fa-info-circle company-popover" data-content="h3Ameriprise Financial/h3. div

MarketBeat
Nov 18th, 2024
Aljian Capital Management LLC Makes New $458,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP)

Aljian Capital Management LLC makes new $458,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP).

Stock Titan
Nov 11th, 2024
Ameriprise Financial Named a Military Friendly(R) Employer for the Eleventh Consecutive Year

MINNEAPOLIS-(BUSINESS WIRE)- Ameriprise Financial, Inc. (NYSE: AMP) today announced it was named a 2025 Military Friendly(R) Employer by VIQTORY, an organization that connects the military community to civilian employment and educational opportunities.

Business Wire
Nov 7th, 2024
Ameriprise Financial Earns Five Awards for Excellence in Learning and Development from Brandon Hall Group

Ameriprise received four gold and one bronze award in the category of Human Capital Management Excellence.

ThinkAdvisor
Oct 28th, 2024
Ameriprise: Departing Advisors Took 4,500 Clients' Data to LPL

The TRO follows Ameriprise's complaint alleging that Kenoyer, who resigned from Ameriprise in September 2024 after nearly two decades of affiliation, improperly solicited clients and took proprietary information in violation of restrictive covenants.

InvestmentNews
Oct 18th, 2024
LPL charges that Ameriprise pays "lip service" to independent advisors in latest lawsuit salvo

More than two months after being sued by Ameriprise Financial Services for allegedly violating securities laws related to clients' privacy when recruiting and hiring Ameriprise advisors, LPL Financial on Thursday took a shot back at its rival, claiming in a court filing Ameriprise's complaint was a "public relations stunt masquerading as a lawsuit" and that the firm gives "lip service" to the notion of advisor independence.

INACTIVE