Strategic COO for Wealth Management Growth

Ameriprise Financial; Greenwich (CT); On-site; USD 250,000 - 500,000; Full time

Job summary

Ameriprise Financial is seeking a Chief Operating Officer for its Executive Wealth Group, a high‑growth private wealth practice. The COO will partner with ownership to execute long‑term strategic plans, build scalable infrastructure, and lead a multidisciplinary team across operations, technology, and client services.

The role emphasizes transforming a founder‑dependent practice into a professionally managed enterprise capable of supporting multiple advisors, acquisitions, and sustained growth.

Qualifications

• Bachelor's degree required; MBA preferred.
• 10+ years of leadership experience in professional services or financial industries.
• Experience scaling a business from hundreds of millions to multi‑billion assets.
• Experience with wealth management, RIAs, or financial services is highly desirable.

Responsibilities

• Provide strategic leadership and translate vision into initiatives.
• Design scalable operational processes and SOPs across departments.
• Lead recruitment, performance management, and succession planning.
• Drive acquisitions through due diligence and operational integration.
• Oversee budgeting, forecasting, and vendor management.
• Enhance client experience with scalable service models and tech enablement.

Skills

Strategic leadership

Operations management

Acquisitions integration

Financial acumen

Technology-forward

Education

Bachelor's degree

MBA preferred

Tools

CRM systems

ERP systems

Data analytics

Job description

Ameriprise Financial is seeking a Chief Operating Officer for its Executive Wealth Group, a high‑growth private wealth practice. The COO will partner with ownership to execute long‑term strategic plans, build scalable infrastructure, and lead a multidisciplinary team across operations, technology, and client services.

The role emphasizes transforming a founder‑dependent practice into a professionally managed enterprise capable of supporting multiple advisors, acquisitions, and sustained growth.