COO, Wealth Management: Scale & Strategy

Ameriprise Financial Services, LLC; Greenwich (CT); On-site; USD 250,000 - 400,000; Full time

Job summary

Ameriprise Financial’s Executive Wealth Group seeks a Chief Operating Officer to transform a successful practice into a scalable enterprise in the Northeast. You will design systems, lead people, manage technology, acquisitions, and client experience, reporting to Managing Partners.

This is a builder role with significant opportunity to shape strategy and growth. The ideal candidate will have extensive leadership experience in wealth management or professional services, a track record of scaling

Qualifications

• Experience building scalable wealth management practices.
• Proven track record leading professional service organizations where client relationships are paramount.
• Experience integrating acquisitions is highly desirable.
• Strong financial acumen and leadership skills.

Responsibilities

• Strategic leadership to execute long‑term plan.
• Design scalable operational processes.
• Lead acquisition due diligence and integration.
• Develop organizational structure and career paths.
• Maintain a culture of accountability and excellence.

Skills

Leadership

Strategic planning

Operations

Acquisitions integration

Financial acumen

Team development

Technology savvy

Change management

Education

Bachelor’s degree

MBA preferred

Tools

CRM systems

Financial planning software

Job description

Ameriprise Financial’s Executive Wealth Group seeks a Chief Operating Officer to transform a successful practice into a scalable enterprise in the Northeast. You will design systems, lead people, manage technology, acquisitions, and client experience, reporting to Managing Partners.

This is a builder role with significant opportunity to shape strategy and growth. The ideal candidate will have extensive leadership experience in wealth management or professional services, a track record of scaling