Job Description

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 DescriptionAbout 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 OverviewThe 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 LikeWithin 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 ResponsibilitiesStrategic LeadershipPartner with ownership to execute the firm’s long-term strategic planTranslate vision into measurable initiativesEstablish annual and quarterly business objectivesDevelop KPIs and accountability across the organizationLead strategic planning meetingsOperationsDesign scalable operational processesImprove workflows across every departmentBuild operational dashboardsStandardize client service processesIncrease efficiency through technology and automationDocument Standard Operating Procedures (SOPs)Team LeadershipRecruit, hire, and onboard team membersDevelop organizational structureCreate career pathsManage performance reviewsBuild leadership bench strengthFoster a culture of accountability and excellencePractice AcquisitionsOne of the firm’s key growth initiatives is acquiring established advisory practices.The COO will:Coordinate acquisition due diligenceLead operational integrationStandardize client onboardingManage technology conversionsRetain staff and clients through transitionCreate repeatable acquisition playbooksFinancial ManagementOversee budgetingForecast expensesMonitor profitabilityImprove operational marginsManage vendor relationshipsEvaluate technology investmentsClient ExperienceEnsure every client receives a consistent, high-touch experienceDevelop scalable service modelsImprove response timesTrack service metricsEnhance client satisfactionTechnologyEvaluate and implement CRM improvementsOptimize Ameriprise technologyIntroduce AI where appropriateImprove cybersecurity practicesLead digital transformation initiativesComplianceCoordinate operational complianceMaintain documentationSupport auditsWork closely with Ameriprise home officeIdeal CandidateWe’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 QualificationsBachelor’s degree required; MBA preferred10+ years of leadership experienceExperience scaling a business from approximately $500 million to $2+ billion in assets preferredExperience within wealth management, financial services, RIAs, family offices, banking, or professional servicesStrong financial acumenExceptional leadership skillsExcellent project management abilitiesProcess improvement mindsetTechnology-forwardExperience integrating acquisitions is highly desirablePersonal CharacteristicsHigh integrityEntrepreneurialStrategic thinkerCalm under pressureExcellent communicatorExtremely organizedData-drivenHumbleBias toward actionObsessed with client experienceCompensationCompetitive base salary plus performance bonus, long-term incentive opportunities, retirement benefits, and significant opportunity for career growth as the firm expands.Why Join The Executive Wealth Group?This is a rare opportunity to help build—not simply manage—a premier wealth management enterprise.You won’t inherit an existing corporate structure. You’ll help create it.Working directly alongside the firm’s founders, you’ll have meaningful influence over strategy, operations, culture, acquisitions, technology, and long-term growth.If you’re energized by building organizations, developing exceptional teams, and creating lasting impact, we’d love to meet you.The Executive Wealth GroupA Private Wealth Advisory practice of Ameriprise Financial Services, LLC Circle of Success: 2021, ’22, ’23, ’24, ‘25Client Experience Award: 2020, ’21, ’22, ’23, ’24, ‘25Base Pay SalaryThe salary will be Negotiable.Full-Time/Part-TimeFull timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.SummaryLocation: Greenwich, ConnecticutType: Full time

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