Chief Operating Officer

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

The Executive Wealth Group is one of Ameriprise Financials’ fastest-growing private wealth management practices, serving high-net-worth individuals, business owners, corporate executives, and multi-generational families.

Our vision is to build one of the premier independent wealth management firms in the Northeast through exceptional client service, strategic acquisitions, operational excellence, and the development of an elite advisory team.

We’re looking for an entrepreneurial Chief Operating Officer who can help transform an already successful practice into a scalable enterprise.

The COO will serve as the firm’s operational leader and strategic partner to the Managing Partners. This individual will be responsible for designing systems, building infrastructure, leading people, improving efficiency, integrating tax practice / experienced advisor acquisitions, and ensuring the business can scale without sacrificing client experience.

This is a leadership role for someone who enjoys building organizations—not simply maintaining them.

Within 3–5 years this individual will have helped transform the firm from a founder-dependent practice into a professionally managed wealth management enterprise capable of supporting multiple advisors, acquisitions, and sustained long-term growth.

• Partner with ownership to execute the firm’s long‑term strategic plan
• Translate vision into measurable initiatives
• Establish annual and quarterly business objectives
• Develop KPIs and accountability across the organization
• Lead strategic planning meetings

• Design scalable operational processes
• Improve workflows across every department
• Build operational dashboards
• Standardize client service processes
• Increase efficiency through technology and automation
• Document Standard Operating Procedures (SOPs)

• Recruit, hire, and onboard team members
• Develop organizational structure
• Create career paths
• Manage performance reviews
• Build leadership bench strength
• Foster a culture of accountability and excellence

• One of the firm’s key growth initiatives is acquiring established advisory practices.

• Coordinate acquisition due diligence
• Lead operational integration
• Standardize client onboarding
• Manage technology conversions
• Retain staff and clients through transition
• Create repeatable acquisition playbooks

• Oversee budgeting
• Forecast expenses
• Monitor profitability
  
  Improve operational margins
• Manage vendor relationships
• Evaluate technology investments

• Ensure every client receives a consistent, high‑touch experience
• Develop scalable service models
• Improve response times
• Track service metrics
• Enhance client satisfaction

• Evaluate and implement CRM improvements
• Optimize Ameriprise technology
• Introduce AI where appropriate
• Improve cybersecurity practices
• Lead digital transformation initiatives

• Coordinate operational compliance
• Maintain documentation
• Support audits
• Work closely with Ameriprise home office

We’re seeking a builder.

Someone who enjoys creating systems, leading people, solving complex operational challenges, and helping businesses scale.

The ideal candidate has experience leading professional service organizations where client relationships are paramount.

• Bachelor’s degree required; MBA preferred
• 10+ years of leadership experience
• Experience scaling a business from approximately $500 million to $2+ billion in assets preferred
• Experience with in wealth management, financial services, RIAs, family…