Director of Macroeconomic Strategy

Posted 17 Hours Ago
Be an Early Applicant
3 Locations
In-Office
140K-193K Annually
Expert/Leader
Fintech • Payments • Financial Services
The Role
The Director of Macroeconomic Strategy develops economic and market outlooks, forecasting models, dashboards, scenario analyses, and investment themes supporting asset allocation and portfolio decisions. The role researches economic indicators, markets, valuations, earnings, and monetary policy; identifies risks and opportunities; and translates findings into publications, presentations, and advisor- and client-facing communications. It also supports thought leadership, media activities, events, and research innovation using Bloomberg, FactSet, and AI-enabled tools.
Summary Generated by Built In

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 Director of Macroeconomic Strategy supports forward-looking market/economic analysis that informs Ameriprise's investment strategy, asset allocation, and advisor/client guidance. The role enhances the firm's market and economic research capabilities through forecasting frameworks, analytical models, dashboards, publications, and communications that identify risks, opportunities, and investment implications. Working closely with senior investment leaders, the position translates complex market and economic developments into actionable insights for clients and advisors.

The Director of Macroeconomic Strategy primarily supports the Chief Market Strategist and Chief Economist at Ameriprise Financial. The role helps facilitate the following:

Market & Economic Strategy Support: Partner with the Chief Market Strategist and Chief Economist to develop market and economic outlooks, investment themes, scenario analyses, and forward-looking perspectives. Help evaluate the implications of changing market and economic conditions for asset allocation, portfolio positioning, and advisor/client guidance.

Research and Analysis: Conduct independent analysis of economic indicators, financial markets, earnings trends, valuations, monetary policy, and cross-asset developments. Identify emerging risks, opportunities, and shifts in market and economic conditions that may influence investment outcomes and portfolio decisions.

Models, Forecasting, and Dashboards: Build, support, and enhance the firm's market and economic forecasting frameworks, analytical models, dashboards, and scenario analysis capabilities. Develop systematic approaches for monitoring growth, inflation, policy, valuations, market conditions, and other indicators used to inform the firm's market and economic outlook

Publications and Communications: Develop and contribute content for market and economic publications, including Ameriprise's Before the Bell, Did You Know, After the Close, Weekly Market Perspectives, Economic Perspectives, market commentaries, presentations, and other advisor- and client-facing communications. Translate market and economic developments into clear, actionable insights that support investment decision-making and are consumable by retail investors.

Engagement and Innovation: Support market and economic presentations, advisor and client events, media-related activities, video content, and other thought-leadership initiatives across the firm. Leverage Bloomberg, FactSet, AI-enabled research tools, and other technologies to expand market/economic research capabilities, improve analytical workflows/messaging, and strengthen research scalability.

Preferred location is Troy, Michigan, but qualified candidates will be considered in Minneapolis, MN or Charlotte, NC.

Required Qualifications:

  • 10+ years' experience in investment research, portfolio management, or strategy

  • Bachelor's degree or equivalent

  • FINRA Series 7 required upon hire

  • Active State securities agent registration (S63 or S66) or ability to obtain within 90 days 

  • Active State IAR registration (S65 or S66) or ability to obtain within 90 days

Preferred Qualifications:

  • Advanced degree in economics or finance, Chartered Financial Analyst (CFA), or Chartered Market Technician (CMT)

  • Strong knowledge in market and economic analysis

  • Excellent communication skills both written and verbal

  • Extensive knowledge base and understanding of various investment types (e.g. equities, fixed income, alternatives, etc.)

  • Proficiency in modeling skills with the ability to combine investment knowledge and technical expertise to produce effective results

  • Proficiency in Bloomberg and/or FactSet

  • Retail advisor/client experience

  • Ability to communicate complex topics in understandable terms

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 $140,200 - $192,800 / 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  

FPPS Wealth Management Solutions

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.

Skills Required

  • 10+ years of experience in investment research, portfolio management, or strategy
  • Bachelor's degree or equivalent
  • FINRA Series 7 required upon hire
  • Active state securities agent registration (S63 or S66), or ability to obtain within 90 days
  • Active state IAR registration (S65 or S66), or ability to obtain within 90 days
  • Strong knowledge of market and economic analysis
  • Excellent written and verbal communication skills
  • Extensive knowledge of investment types, including equities, fixed income, and alternatives
  • Proficiency in modeling and ability to combine investment knowledge with technical expertise
  • Proficiency in Bloomberg and/or FactSet
  • Retail advisor or client experience
  • Ability to communicate complex topics understandably
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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