Chief Operating Officer

Ameriprise Financial Services, LLC • Greenwich, CT

10d • Onsite

About The Position

The Executive Wealth Group is seeking an entrepreneurial Chief Operating Officer (COO) to help transform their fast-growing private wealth management practice into a scalable enterprise. The COO will serve as the firm’s operational leader and strategic partner to the Managing Partners, responsible for designing systems, building infrastructure, leading people, improving efficiency, integrating acquisitions, and ensuring the business can scale without sacrificing client experience. This leadership role is for someone who enjoys building organizations. Within 3-5 years, the 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.

Requirements

• Bachelor’s degree required
• 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
• High integrity
• Entrepreneurial
• Strategic thinker
• Calm under pressure
• Excellent communicator
• Extremely organized
• Data-driven
• Humble
• Bias toward action
• Obsessed with client experience

Nice To Haves

• MBA preferred
• Experience scaling a business from approximately $500 million to $2+ billion in assets
• Experience integrating acquisitions

Responsibilities

• 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
• 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)
• 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
• Coordinate acquisition due diligence
• Lead operational integration
• Standardize client onboarding
• Manage technology conversions
• Retain staff and clients through transition
• Create repeatable acquisition playbooks
• Oversee budgeting
• Forecast expenses
• Monitor profitability
• Improve operational margins
• Manage vendor relationships
• Evaluate technology investments
• Ensure every client receives a consistent, high-touch experience
• Develop scalable service models
• Improve response times
• Track service metrics
• Enhance client satisfaction
• Evaluate and implement CRM improvements
• Optimize Ameriprise technology
• Introduce AI where appropriate
• Improve cybersecurity practices
• Lead digital transformation initiatives
• Coordinate operational compliance
• Maintain documentation
• Support audits
• Work closely with Ameriprise home office

Benefits

• Competitive base salary plus performance bonus
• Long-term incentive opportunities
• Retirement benefits
• Significant opportunity for career growth as the firm expands

What This Job Offers

• Job Type: Full-time
• Career Level: Executive