COO: Build & Scale a Premier Wealth Practice

RiverSource Life Insurance Company

Greenwich (CT)

On-site

USD 250,000 - 350,000

Full time

14 days+

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Job summary

Ameriprise Financial's Executive Wealth Group seeks an entrepreneurial Chief Operating Officer to scale a private wealth advisory practice in Greenwich, CT.

You will design scalable operations, lead a growing team, and oversee acquisitions, technology, and client experience to support long-term growth while preserving service excellence. This leadership role offers broad latitude to shape strategy, culture, and processes, working closely with founders and partners.

Qualifications

  • Bachelor’s degree required; MBA preferred.
  • 10+ years of leadership experience in professional services or financial services.
  • Experience scaling a business from a founder-led to professionally managed structure.

Responsibilities

  • Design scalable operational processes across the firm.
  • Lead strategic planning and establish KPIs with quarterly objectives.
  • Coordinate acquisition due diligence and post-merger integration.
  • Oversee budgeting, forecasting, and profitability.
  • Develop leadership bench strength and ensure accountability.

Skills

Strategic Leadership
Operations Management
Team Leadership
Process Improvement
Acquisition Integration
Financial Acumen
Project Management

Education

Bachelor's degree
MBA preferred

Tools

CRM Systems
Technology Integration

Job description

Ameriprise Financial's Executive Wealth Group seeks an entrepreneurial Chief Operating Officer to scale a private wealth advisory practice in Greenwich, CT.

You will design scalable operations, lead a growing team, and oversee acquisitions, technology, and client experience to support long-term growth while preserving service excellence. This leadership role offers broad latitude to shape strategy, culture, and processes, working closely with founders and partners.

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