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.

Job Description About UsThe 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.

Position Overview 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.

What Success Looks Like 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.

Key Responsibilities Strategic Leadership 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

Operations

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)
Team Leadership 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

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

The COO will:

Coordinate acquisition due diligence

Lead operational integration

Standardize client onboarding

Manage technology conversions

Retain staff and clients through transition

Create repeatable acquisition playbooks

Financial Management Oversee budgeting

Forecast expenses

Monitor profitability

Improve operational margins

Manage vendor relationships

Evaluate technology investments

Client Experience Ensure every client receives a consistent, high-touch experience

Develop scalable service models

Improve response times

Track service metrics

Enhance client satisfaction

Technology

Evaluate and implement CRM improvements

Optimize Ameriprise technology

Introduce AI where appropriate

Improve cybersecurity practices

Lead digital transformation initiatives

Compliance

Coordinate operational compliance

Maintain documentation

Support audits

Work closely with Ameriprise home office

Ideal Candidate 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.

Preferred Qualifications 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,…