Advisory Trading Specialist

Ameriprise Financial Services, LLC

. Initiate day-to-day trading and operations for all discretionary managed account products .

Posted 9/30/2026full-timeUnited StatesJunior💰 $62,300 - $93,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trading operations for discretionary managed accounts, including daily trading of Active Portfolio Mutual Funds and ETFs, while ensuring accuracy and compliance in trade validation and processing. Strong ability to collaborate with internal and external partners to support trading strategies and client requests.

Highest-signal resume keywords

Trading Operations ManagementOrder Entry for Stocks, ETFs, Bonds, Mutual Funds, and OptionsTrade Validation and Exception ProcessingCollaboration with Third-Party Money ManagersAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trading OperationsOrder EntryTrade ValidationAuto-Rebalance TradingDrift Trading ProcessModel MaintenanceResearch Escalated ItemsClient Request Processing

Soft Skills

Strong Attention to DetailHighly OrganizedStrong Work EthicStrong Communication SkillsAbility to Work Under Pressure

Tools & Technologies

APLBETABondDeskBrokerage MainframeSSRS/SharePointMS Access

Industry Keywords

Discretionary Managed AccountsActive Portfolio Mutual FundsETFsSPS Advantage ProductCapital Markets Trading

About the role

Key responsibilities & impact

Initiate day-to-day trading and operations for all discretionary managed account products
Perform daily trading of Active Portfolio Mutual Fund and/or ETF portfolios traded on-team
Execute the complex Drift trading process for internally-traded Select Separate Models Only and ETF strategies
Perform auto-rebalance trading and validation for the SPS Advantage product
Handle trade origination, pre- and post-trade validation, and reject and exception processing
Support business partners with trading and model maintenance
Process client requests and answer trade-related questions
Research escalated items
Build and maintain support relationships with internal WMS and Capital Markets Trading business partners, external money managers, and vendors
Collaborate with third-party money managers regarding model trading and client requests
Continuously develop on-team systems, tools, and process knowledge

Requirements

What you’ll need

Bachelor's degree or equivalent experience
1-3 years of relevant experience
Strong attention to detail
Highly organized
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 Stocks, ETFs, Bonds, Mutual Funds and Options
Preferred: Experience with APL, BETA, BondDesk, Brokerage Mainframe, SSRS/SharePoint, and MS Access

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Inclusive and accessible recruitment process
Reasonable accommodation support for individuals with disabilities