Practice Operations Manager

Ameriprise • Englewood, FL

3d • Onsite

About The Position

Step into an instrumental leadership role with a rapidly growing wealth management team. We are seeking a strategic and operational leader to oversee all aspects of practice management, team development, and operational efficiency. This role is critical to ensuring the smooth day-to-day functioning of our offices while driving long-term growth initiatives and maintaining an exceptional client experience. About Us Michael Kreuziger is a Private Wealth Advisor franchisee of Ameriprise. Mike has 35 years of experience with Ameriprise. His mission – We help people make their financial lives simpler, so they can focus on doing the things they most enjoy. At Ameriprise Englewood, we are committed to helping clients achieve financial confidence and clarity through personalized advice and comprehensive planning. As an Ameriprise Financial franchise, we combine the strength of a nationally recognized firm with the personal touch of a local team dedicated to client success. Our advisors bring years of experience in wealth management, retirement planning, and investment strategies. We take the time to understand client’s unique goals—whether it’s planning for retirement, managing investments, or navigating life’s major financial decisions—and create tailored solutions to help our clients reach them.

Requirements

• Proven leadership and supervisory experience.
• Strong organizational and time management skills; detail-oriented and analytical.
• Ability to manage multiple priorities in a fast-paced environment with minimal supervision.
• Excellent written and verbal communication skills; comfortable interacting at all organizational levels.
• Goal-oriented, proactive, and enjoys being part of a team.
• Skilled at designing efficient systems and processes.
• Positive attitude, adaptable, and committed to continuous learning.
• Bachelor’s degree or equivalent required.
• 3+ years of management experience in operations or office administration.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Familiarity with Salesforce/CRM systems and general IT knowledge.

Nice To Haves

• Financial services industry experience preferred.

Responsibilities

• Strategic Leadership & Operational Oversight Partner with other practice leaders to develop and execute business plans that support revenue growth, client acquisition, and operational efficiency.
• Participate in strategic planning meetings and lead initiatives that align with firm goals.
• Oversee standard operating procedures and implement process improvements for scalability and efficiency.
• Manage technology platforms (CRM, financial planning tools) and identify opportunities for system enhancements.
• Ensure compliance with industry regulations, Ameriprise standards, and internal policies.
• Own the master project list, delegate special projects, and monitor progress.
• Team Development Lead, coach, and mentor team members; conduct weekly touchpoints, annual performance reviews, and manage individual development plans.
• Foster a positive, collaborative team environment aligned with firm values.

Benefits

• Salary: Commensurate with experience
• Bonus: Performance-based
• Benefits: Paid time off: 2 Week PTO the first year. 3 Weeks PTO the 2nd year and each year thereafter. One half day (4 hours) additional vacation each year in years 3-20. 11 paid national holidays each year. 40 hours of vacation carryover allowed at the end of the year.
• Health Insurance stipend – reimbursement of up to $550 per month for single coverage / $1,000 per month for family coverage, high-deductible plan. Bill and proof of payment to be provided.
• Offer to participate in a SIMPLE retirement plan after two full calendar years of employment. Match of up to 3% based on your contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees