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Investor Services Career Path

Salary Range - $40,750 - $68,200

 

Grade 11

 
 

Position

Notes

 

11

Team Manager

Qualifications - Must meet criteria for Grade 9 Level II or Level III Positions

   

Salary Range - $34,900 -

   

Grade 10

$58,150

 

10

Investment Support Specialist

Qualifications - CFP Designation, Investor Support Certifications, Advanced product training, Variable Compensation Program based off asset growth & revenue

   
   

Grade 9

Salary Range - OMA $30,350 - $50,550 Min Target $16.00

   

Position

Notes

$31,750-$53,100 Min Target $17.50

 

Resource Desk Officers, Specialty Team Sr. Reps

Qualifications - Minimum of three months in a grade 9 level I position. Placement is also subject to internal posting and selection processes.

9

- Level III

(NAO, Reorg / SK, IRAs, Maint, Tech Spt Options, Risk Management, Mutual Funds, Trade Inquiry)

 

9

- Level II

Private Client Services (PCS) Investment Support Specialist

Qualifications - Minimum of three months in a grade 9 level I position. Placement is also subject to internal posting and selection processes. Eligible for 30% PFP

 
 

Senior Broker - Apex (Active Trader A/B, Investor A)

Qualifications - Minimum of six months in a grade 8 level III. Must also have completed training and certification in the following areas:

9

- Level I

Mutual Funds, Risk Management, Options, Best Exec., NAO Principals, Office of the President, Senior Reorg Specialist

Best Execution, Market Structure, Order Mgmt., Advanced Margins, Advance Options, Day Trading Margin, Time & Sales and Advanced Product Knowledge. Placement may be subject to internal posting and selection processes.

DFW

 
   
 
   

Grade 8

Salary Range - OMA $26,450 - $43,900 Min Target $14.00 DFW $27,750-$46,550 Min Target $15.50

 

Position

Notes

8

- Level III

Broker - Active Trader Trading & Investor Trading, Plus & Accutrade Brokers, Restricted Stock Specialists

Entering orders (registered in all 50 states) Additional Qualifications - Must have completed broker training and shown proficiency in the following areas: First Trades, Mutual Funds, Intermediate Margins, Intermediate Options

 

8

- Level II

Registered Representative, Tech Spt, Reorganization - Safekeeping, Wires, IRA's and Transfers

Not entering orders (registered in one state)

 

8

- Level I

Registered Representative - Investor Client Service, Broker Trainee and Licensed E-mail

Not entering orders (registered in one state)

   

Salary Range - OMA $23,300-$38,700 Min Target $12.50 DFW $24,450-$40,650 Min Target $14.00

 

Grade 7

 

Position

Notes

 

Registered Rep Trainee, New Acct Operations, Client

 

7

- Level I

Service Support (Maintenance, Transfers, E-mail) and Client Service Associates (Quote / Authentication)

Non-Licensed phone and processing positions

   

As associates move up the job grade continuum, the skills required and level of position responsibilities increases

 

Increases in responsibility range from entering client orders, managing risk (margin loan portfolio), job complexity to managing relationships with Ameritrade's most valuable clients, filing regulatory reports etc.