Chief Operating Officer

Threadneedle group; Greenwich, Northern (CT, KY); Hybrid; USD 250,000 - 450,000; Full time

Job summary

The Executive Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, seeks an entrepreneurial Chief Operating Officer to transform an already successful practice into a scalable enterprise. You will design systems, build infrastructure, and lead people to improve efficiency and client experience.

Ideal candidates have 10+ years of leadership in professional services, MBA preferred, and a track record of scaling assets from roughly $500M to $2B+.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 10+ years of leadership experience in professional services or wealth management.
• Experience scaling a business from hundreds of millions to multiple billions in assets.

Responsibilities

• Design scalable operational processes and dashboards.
• Lead acquisitions integration and onboarding.
• Oversee budgeting, forecasting and profitability.
• Maintain documentation and SOPs; ensure client experience is high-touch.

Skills

Leadership

Strategic thinking

Project management

Change management

Data-driven

Education

Bachelor’s degree

MBA preferred

Tools

CRM systems

Financial systems

Job description

## Chief Operating OfficerApply: On-Site: Greenwich, Connecticut: Full time: Posted Yesterday: End Date: October 23, 2026 (15 days left to apply): R26\\_3416At 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