Trust Investment Officer

Key Responsibilities

Partner with Financial Advisors and Trust Administration Officers to manage trust investment assets while upholding fiduciary standards and client objectives.

Review asset allocations, develop Investment Policy Statements, and recommend investment strategies aligned with client goals and risk tolerance.

Monitor portfolio performance, conduct investment reviews, and present recommendations and results to advisors, clients, and co-trustees.

Evaluate legacy holdings, concentrated positions, and special assets, including real estate and closely held businesses, and recommend appropriate management strategies.

Serve as fiduciary investment manager for assigned accounts, overseeing portfolio construction, rebalancing, distributions, investment monitoring, and transaction approvals.

Participate in investment governance activities, including investment committee initiatives, proxy voting, corporate actions, and special projects.

Support new business development by analyzing prospective portfolios, contributing investment expertise during the sales process, and assisting with trust account onboarding and funding.

Review trust agreements, asset statements, and supporting documentation to evaluate account suitability and guide advisors through implementation and account acceptance processes.

Required Qualifications

5+ years of investment management experience, including trust investment management, fiduciary account oversight, and portfolio management responsibilities

Bachelor's degree or equivalent combination of education and relevant professional experience

Preferred Qualifications

Strong knowledge of investment strategies, asset allocation, portfolio analysis, fiduciary principles, and management of complex or special assets

Ability to analyze investment performance, assess risk, and develop recommendations that support client objectives and regulatory requirements

Excellent written, verbal, and presentation skills with the ability to communicate effectively with clients, advisors, and business partners

Strong organizational skills, attention to detail, and ability to manage multiple priorities in a dynamic environment

Demonstrated problem-solving, collaboration, and relationship management capabilities; experience influencing stakeholders is preferred

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).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $93,400 - $128,400 / 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 insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

BANK Bank

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.