Client Portfolio Manager, Municipal Bonds

Ameriprise Financial, Inc.
Minneapolis, USA
May 19, 2022
Jun 17, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Municipal Bond Client Portfolio Manager (CPM) role coordinates efforts with the investment team, product marketing, product management and product development.


• Partner closely with Municipal Investment teams/leads and viewed as proxy Portfolio Managers. Meet with clients, prospectus and/or intermediaries to explain the investment philosophy, process and performance of specific investment products.
• Provide updates on the overall financial market performance, economic trends and the firms economic outlook.
• Develop and implement new/existing product strategies which include the identification of advisor/client needs, industry trends, development and expansion of product solutions, oversight of compliance/due diligence, marketing, advisor training, sales and service for assigned product lines. Lead the negotiation of contracts, agreements and service level agreements with internal and external vendors/partners.
• Ensure ongoing compliance of regulatory and legal requirements for assigned product lines. Maintains relationships with intermediary sales, institutional sales, national accounts, compliance, finance, and other business partners.

Required Qualifications

• Bachelors degree
• Strong fixed income knowledge and demonstrated track record of success in raising assets
• 10+ years financial services experience, preferably in product development, client portfolio management or portfolio management
• Demonstrated success influencing senior leaders across a matrix internal environment, as well as third parties
• Excellent strategic and analytical skills to solve complex problems and identify new product solutions
• Strong communication and presentation skills
• Ability and willingness to travel

About Our Company

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.

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

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