Operations Director

Operations Director In-Office (Local or Relocation Required) | Hybrid Option After Training

Location: In-office (local candidates preferred or willingness to relocate). Hybrid schedule available up to two remote days per week following the initial training and onboarding period.

Experience: 5+ years of leadership experience required. Financial services and/or Ameriprise experience strongly preferred.

Compensation: $110,000–$135,000 (commensurate with experience and background)

Employment Type: Full-time, Exempt

We are a growing wealth management practice seeking an experienced and strategic Operations Director to lead the operational, people, and financial functions of the firm. This role serves as a senior leader within the practice — responsible for driving operational excellence, developing team members, managing budgets, and creating scalable systems that support long-term growth.

The Operations Director will partner closely with advisors and leadership to ensure the business runs efficiently while fostering a strong culture of accountability, collaboration, and continuous improvement.

The ideal candidate is a proven leader who thrives in building structure, developing people, and overseeing complex operations in a fast-paced professional environment.

• Lead day-to-day operations of the practice, ensuring efficient workflows and consistent execution
• Oversee HR functions including hiring support, team development, performance management, and regular one-on-ones
• Drive accountability, culture, and professional growth across the team
• Manage budgeting, expense oversight, and financial operational planning
• Build strong internal and external relationships to support business growth
• Identify and implement operational improvements, systems, and best practices
• Partner with leadership on strategic initiatives and long-term business planning
• Ensure professionalism, confidentiality, and compliance across operations

• 5+ years of leadership experience required
• Strong people management and organizational leadership skills
• Experience overseeing operations, budgets, and business processes
• Ability to manage multiple priorities while maintaining high standards of execution
• Exceptional communication, accountability, and relationship-building skills

• Previous advisor experience or background in financial services, Ameriprise, banking, insurance, or related professional industries preferred
• Direct exposure to wealth management or financial planning environments

• Associate’s or Bachelor’s degree in business, finance, management, or a related field
• Equivalent professional experience will be considered in place of formal education

We offer a competitive compensation package designed to attract and retain top leadership talent, including:

• Base salary range of $110,000–$135,000
  , commensurate with experience and qualifications
• Comprehensive benefits package
  , which includes:
  • Health, dental, vision, life, and disability insurance
  • Paid time off and 10 paid holidays
  • 401(k) retirement plan
  • Financial planning benefit for employees and their household
  • Professional development and business-related education reimbursement
  • Clear opportunities for career growth and advancement
  • And more

This is an opportunity to step into a senior leadership role within a growing, high-performing wealth management firm that values professionalism, collaboration, and long-term career growth. The Operations Director will play a critical role in shaping the firm’s infrastructure, culture, and future success.

We hire for character, culture, and commitment, and are guided by a strong set of shared values and principles.

Core Values:
Service, Integrity, Teamwork
Cultural Values:
Empowerment, Commitment, Sustainability

Guiding Principles:
Attitude makes all the difference
• Every interaction creates a story
• We leverage each other’s strengths
• Start where you are
• Enjoy the ride
• Leadership from every chair

We prioritize building a connected, high-performing team through meaningful recognition and community involvement, including annual team-focused events and organized community service initiatives.

Please submit your résumé and a brief cover letter outlining your leadership experience and operational background.

We are committed to creating a diverse and inclusive workplace and encourage qualified candidates of all backgrounds to apply.