Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Trust Investment Officer

Expired Job

Ameriprise Financial Minneapolis , MN 55415

Posted 3 months ago

This role has fiduciary responsibility for the investment management process for accounts managed by the Ameriprise National Trust Bank, including making recommendations to process enhancements. Work directly with advisors and their clients to develop investment strategies for new trusts and monitor the execution of activities to ensure they are fulfilled by the advisor. Manage trust assets and be responsible for maintaining positive client relationships, quality customer service, positive audit results, and client retention.

Responsibilities

  • Work with advisors to develop Investment Policy statements and recommend investment strategies suitable to account objectives. Monitor account investment performance and review with advisor. Review legacy positions and recommend investment models, position concentration mitigation strategies, and the management of special assets (real estate, MOG, closely held business) with reference to clients' tax situations and recommend financial advisor's interaction with clients on findings. Help advisors to facilitate and coordinate investment activity with co-trustees. Respond to client inquiries regarding investments and conduct periodic investment reviews.

  • Act as fiduciary investment manager of portfolio of accounts including setting investment objectives, monitoring of investment objectives and performance, account investment reviews, and performing transactions as needed (distributions, rebalancing, etc.). Review and approve advisor recommended buy/sell transactions for assigned portfolios.

  • Actively participate in the Investment Sub-Committee. Participate in other projects (e.g., investment management topics, ILIT and insurance assets in trusts, proxy voting, corporate actions, etc).

  • Contribute to the investment side of the sales process for personal trust; review and analyze portfolios, propose change, and monitor account establishment and funding of trusts.

  • Review asset statements, trust agreements and other supporting documentation to gain understanding of case; coach advisors through the portfolio implementation process; review all necessary supporting materials that are provided by advisor to prepare file for account acceptance.

Required Qualifications

  • Bachelors degree or equivalent experience.

  • 5+ years' investment management experience.

  • Good written and oral communication skills.

  • Effective presentation skills.

  • Strong organizational skills and attention to detail.

  • Experience in trust investment management.

  • Good analytical and problem solving skills.

About Our Company

With the right company, life can be brilliant. At Ameriprise, we're not just in the business of managing our clients' finances we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Investment Manager Relations Securities Operations Service Specialist 3

Wells Fargo

Posted 3 days ago

VIEW JOBS 12/12/2018 12:00:00 AM 2019-03-12T00:00 Job Description At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. This position resides in the External Investment Manager (IM) Team within Investment Manager Relations (IMR), a part of Trust Operations. The External IM Team serves as the main liaison into Wells Fargo Trust Operations for the external investment manager community. Transactions are moderately complex to complex, requiring detailed communication and coordination with many other Trust Operations departments and business lines as well as requiring strong knowledge of unit functions and systems. Services include, but are not limited to: customer service, trade processing, reporting, reconciling, corporate action communication, fulfilling annual legal document requirements, inquiry research and resolution, management of exceptions, cash management, and process implementation. These IMs often utilize a straight-through processing method to communicate their fixed income and equity trades, but this team manually handles many specialized transactions such as repurchase agreements, physical &/or restricted securities, DWACs, and a variety of derivatives and corresponding collateral. Prudent management of the external IM relationship and their expectations is essential. Other duties include participating in departmental efforts and demonstrating initiative to provide successful support of our client base. Adherence to guidelines, procedures, and regulations is critical. This position works under minimal supervision. Note: Candidates for this position are unable to hold any Securities Licenses. If you have a license it will have to expire. Required Qualifications * 3+ years of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center Desired Qualifications * Strong attention to detail and accuracy skills * Intermediate Microsoft Office skills * Ability to navigate multiple computer systems, applications, and utilize search tools to find information * Excellent verbal, written, and interpersonal communication skills * Effective organizational, multi tasking, and prioritizing skills * Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment * Solid problem solving skills * Ability to work in a fast paced deadline driven environment * Customer service focus with the ability to listen to customer needs and recommend solutions * Exposure to Wells Fargo SEI Trust 3000 Wells Fargo Trust Accounting system of record Other Desired Qualifications * Trust and/or Brokerage Operations experience. * Exposure to the Omgeo confirm/affirm process as well as DTC, Frontier, iSTREAM, ePas, CEOR TIR and FileNet or other imaging platforms. * Basic understanding of various financial documents including but not limited to: collateral, agreements, derivatives, etc. Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WEALTH INV MGMT/WIM PSI 0001980 WEALTH INV MGMT/WIM PSI Wells Fargo Minneapolis MN

Trust Investment Officer

Expired Job

Ameriprise Financial