About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Job Description The Team Lead will provide daily leadership and oversight of advisory trading workflows, ensuring the accurate and timely execution of trading activity. This role manages a small team, including work prioritization, coaching, and performance feedback, while continuing to perform complex trading functions, support escalations, and drive process improvement initiatives. The ideal candidate is highly organized, detail-oriented, and capable of effectively managing multiple priorities in a fast-paced environment.
Key Responsibilities
Leadership & Team Development
* Provide day-to-day leadership, coaching, and guidance to a team of Advisory Trading associates.
* Serve as the first point of escalation for complex trading inquiries, operational issues, and exception management.
* Assist with onboarding, training, and development of team members.
* Foster a collaborative, high-performing culture focused on client service, accuracy, accountability, and continuous improvement.
* Support performance management activities by providing ongoing feedback, coaching, and development recommendations.
Trading & Operational Execution
* Independently execute and oversee advisory trading activities, including model implementation, portfolio rebalancing, cash management, and
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Job Description The Team Lead will provide daily leadership and oversight of advisory trading workflows, ensuring the accurate and timely execution of trading activity. This role manages a small team, including work prioritization, coaching, and performance feedback, while continuing to perform complex trading functions, support escalations, and drive process improvement initiatives. The ideal candidate is highly organized, detail-oriented, and capable of effectively managing multiple priorities in a fast-paced environment.
Key Responsibilities
Leadership & Team Development
* Provide day-to-day leadership, coaching, and guidance to a team of Advisory Trading associates.
* Serve as the first point of escalation for complex trading inquiries, operational issues, and exception management.
* Assist with onboarding, training, and development of team members.
* Foster a collaborative, high-performing culture focused on client service, accuracy, accountability, and continuous improvement.
* Support performance management activities by providing ongoing feedback, coaching, and development recommendations.
Trading & Operational Execution
* Independently execute and oversee advisory trading activities, including model implementation, portfolio rebalancing, cash management, and
Team Lead-Advisory Trading in charlotte at Unknown Company
This position is listed as full time and onsite.