FI Product Specialist

Ameriprise Financial Services, LLC•Minneapolis, MN

18h•$62,000 - $82,000

About The Position

Responsible for having an expert understanding of fixed income products in order to support advisors with growing their fixed income business. Identify and promote fixed income trading ideas and strategies. Build and maintain positive and professional relationships with advisors and other external business partners. Key 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.

Requirements

Bachelor’s degree or equivalent experience
5+ years of relevant experience
Active Series 7
Active Series 63/66
Demonstrated expert knowledge of all 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
Excellent written, verbal and presentation skills
Self-motivated with a high attention to detail and have the ability to work productively and effectively in a highly stressful, time sensitive environment all the while adhering to policies and procedures

Nice To Haves

Excel Experience
Bloomberg Experience
Thomson/ Bond Desk Experience
S&O

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.

Benefits

We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume