FI Product Specialist

Overview

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.

• 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 Firm’s 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.

• 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

• Excel Experience
• Bloomberg Experience
• Thomson/ Bond Desk Experience

S&O

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 River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The estimated base salary for this role is $62,000 - $82,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. 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 insurance.

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.

Full-Time

Exempt

Sales

CLEAR Clearing