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 Us

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.

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 within wealth management, financial services, RIAs, family offices, banking, or professional services

Strong financial acumen

Exceptional leadership skills

Excellent project management abilities

Process improvement mindset

Technology-forward

Experience integrating acquisitions is highly desirable

Personal Characteristics

High integrity

Entrepreneurial

Strategic thinker

Calm under pressure

Excellent communicator

Extremely organized

Data-driven

Humble

Bias toward action

Obsessed with client experience

Compensation

Competitive 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 Group

A Private Wealth Advisory practice of Ameriprise Financial Services, LLC

Circle of Success: 2021, ’22, ’23, ’24, ‘25

Client Experience Award: 2020, ’21, ’22, ’23, ’24, ‘25

Base Pay Salary

The salary will be Negotiable.

Full-Time/Part-Time

Full time

Ameriprise 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.