Trust Investment Officer

Ameriprise Financial Services, LLC

Trust Investment Officer managing investment accounts at Ameriprise Financial. Collaborating with advisors and clients on investment strategies and fiduciary standards while ensuring client retention.

Posted 6/9/2026full-timeLas Vegas • Minnesota, Nevada • 🇺🇸 United StatesMid-LevelSenior💰 $93,400 - $128,400 per yearWebsite

About the role

Key responsibilities & impact

Handle the investment process of trust accounts including developing investment strategies
Communicate with Ameriprise Financial Advisor and clients
Monitor and execute investment activities in the trust account
Retain client relationships and collaborate with new business officers
Review and develop Investment Policy statements for fiduciary account
Present investment performance to advisors and clients
Recommend investment models based on client tax situations
Act as fiduciary investment manager including setting investment objectives and monitoring performance
Contribute to investment management topics and projects

Requirements

What you’ll need

Bachelor's 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
Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN)

Benefits

Comp & perks

Health, dental and life insurances
401(k)
Vacation time
Sick time
Competitive and comprehensive benefits program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment managementinvestment strategiesinvestment policy developmentfiduciary account managementinvestment performance monitoringtax situation analysisinvestment model recommendationanalytical skillsproblem solving

Soft Skills

written communicationoral communicationpresentation skillsorganizational skillsattention to detailclient relationship managementcollaboration

Certifications

Bachelor's degree