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.

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
  • 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

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

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

Circle of Success: 2021, ’22, ’23, ’24, ‘25
Client Experience Award: 2020, ’21, ’22, ’23, ’24, ‘25

Full-Time/Part-Time Full time

Equal Opportunity Statement

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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long‑term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high‑performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

Ameriprise US | Careers

Ameriprise India | Careers

Columbia Threadneedle Investments US | Careers

Columbia Threadneedle Investments EMEA APAC | Careers

RiverSource | Careers

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