Planning and Consulting Strategist

This role will assist in the development and refinement of analytical tools and processes to identify relative value trade ideas to assist advisors in managing their individual bond portfolios. Will learn third party models and tools used to develop investment ideas and strategy recommendations to advisors. Will present fixed income portfolio strategies to advisors and provide guidance and consulting. Distribute field facing quantitative fixed income periodicals and client/advisor educational materials.
Learn third party models and tools used to develop investment ideas and strategy recommendations to Advisors.
Leverage quantitative/technical skills to help develop scalable portfolio solutions.
Present fixed income portfolio strategies and recommendations to advisors.
Provide fixed income guidance and consulting to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account.
With guidance, understand translate the strategic economic views of the firm, IRG (Investment Research Group), our quantitative analyst 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 (Investment Research Group) and marketing.
Analyze contents of existing competitor's proposals and portfolio reporting to create portfolio recommendations from the firm's perspective.
Assist fixed income product specialists with call volume and proactive outreach when needed.
Bachelor's degree or equivalent experience.
~Demonstrated knowledge of all fixed income securities, financial markets, portfolio strategy, economics and marketing products.
~ Thorough understanding of fixed income regulatory issues.
~ Ability to build strong partnerships & relationships and coach and influence appropriately, excellent written, verbal & 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.
~ Strong proficiency in Excel. We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
We have a pay-for-performance compensation philosophy. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. 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 insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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Ameriprise Financial