Operations Director
In-Office (Local or Relocation Required) | Hybrid Option After Training
Location:
In-office (local candidates preferred or willingness to relocate). Hybrid schedule available up to two remote days per week following the initial training and onboarding period.
Experience:
5+ years of leadership experience required. Financial services and/or Ameriprise experience strongly preferred.
Compensation:
$110,000–$135,000 (commensurate with experience and background)
Employment Type:
Full-time, Exempt
About the Role We are a growing wealth management practice seeking an experienced and strategic
Operations Director
to lead the operational, people, and financial functions of the firm. This role serves as a senior leader within the practice — responsible for driving operational excellence, developing team members, managing budgets, and creating scalable systems that support long-term growth.
The Operations Director will partner closely with advisors and leadership to ensure the business runs efficiently while fostering a strong culture of accountability, collaboration, and continuous improvement.
The ideal candidate is a proven leader who thrives in building structure, developing people, and overseeing complex operations in a fast-paced professional environment.
Key Responsibilities
Lead day-to-day operations of the practice, ensuring efficient workflows and consistent execution
Oversee HR functions including hiring support, team development, performance management, and regular one-on-ones
Drive accountability, culture, and professional growth across the team
Manage budgeting, expense oversight, and financial operational planning
Build strong internal and external relationships to support business growth
Identify and implement operational improvements, systems, and best practices
Partner with leadership on strategic initiatives and long-term business planning
Ensure professionalism, confidentiality, and compliance across operations
Qualifications
5+ years of leadership experience required
Strong people management and organizational leadership skills
Experience overseeing operations, budgets, and business processes
Ability to manage multiple priorities while maintaining high standards of execution
Exceptional communication, accountability, and relationship-building skills
Preferred (not required)
Previous advisor experience or background in financial services, Ameriprise, banking, insurance, or related professional industries preferred
Direct exposure to wealth management or financial planning environments
Education (Preferred but Not Required)
Associate’s or Bachelor’s degree in business, finance, management, or a related field
Equivalent professional experience will be considered in place of formal education
Compensation & Benefits We offer a competitive compensation package designed to attract and retain top leadership talent, including:
Base salary range of $110,000–$135,000 , commensurate with experience and qualifications
Comprehensive benefits package , which includes:
Health, dental, vision, life, and disability insurance
Paid time off and 10 paid holidays
401(k) retirement plan
Financial planning benefit for employees and their household
Professional development and business-related education reimbursement
Clear opportunities for career growth and advancement
And more
Why Join Our Practice This is an opportunity to step into a senior leadership role within a growing, high-performing wealth management firm that values professionalism, collaboration, and long-term career growth. The Operations Director will play a critical role in shaping the firm’s infrastructure, culture, and future success.
Our Culture & Values We hire for character, culture, and commitment, and are guided by a strong set of shared values and principles.
Core Values: Service, Integrity, Teamwork Cultural Values: Empowerment, Commitment, Sustainability
Guiding Principles: Attitude makes all the difference • Every interaction creates a story • We leverage each other’s strengths • Start where you are • Enjoy the ride • Leadership from every chair
We prioritize building a connected, high-performing team through meaningful recognition and community involvement, including annual team-focused events and organized community service initiatives.
To Apply Please submit your résumé and a brief cover letter outlining your leadership experience and operational background.
Equal Opportunity Employer We are committed to creating a diverse and inclusive workplace and encourage qualified candidates of all backgrounds to apply.
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In-office (local candidates preferred or willingness to relocate). Hybrid schedule available up to two remote days per week following the initial training and onboarding period.
Experience:
5+ years of leadership experience required. Financial services and/or Ameriprise experience strongly preferred.
Compensation:
$110,000–$135,000 (commensurate with experience and background)
Employment Type:
Full-time, Exempt
About the Role We are a growing wealth management practice seeking an experienced and strategic
Operations Director
to lead the operational, people, and financial functions of the firm. This role serves as a senior leader within the practice — responsible for driving operational excellence, developing team members, managing budgets, and creating scalable systems that support long-term growth.
The Operations Director will partner closely with advisors and leadership to ensure the business runs efficiently while fostering a strong culture of accountability, collaboration, and continuous improvement.
The ideal candidate is a proven leader who thrives in building structure, developing people, and overseeing complex operations in a fast-paced professional environment.
Key Responsibilities
Lead day-to-day operations of the practice, ensuring efficient workflows and consistent execution
Oversee HR functions including hiring support, team development, performance management, and regular one-on-ones
Drive accountability, culture, and professional growth across the team
Manage budgeting, expense oversight, and financial operational planning
Build strong internal and external relationships to support business growth
Identify and implement operational improvements, systems, and best practices
Partner with leadership on strategic initiatives and long-term business planning
Ensure professionalism, confidentiality, and compliance across operations
Qualifications
5+ years of leadership experience required
Strong people management and organizational leadership skills
Experience overseeing operations, budgets, and business processes
Ability to manage multiple priorities while maintaining high standards of execution
Exceptional communication, accountability, and relationship-building skills
Preferred (not required)
Previous advisor experience or background in financial services, Ameriprise, banking, insurance, or related professional industries preferred
Direct exposure to wealth management or financial planning environments
Education (Preferred but Not Required)
Associate’s or Bachelor’s degree in business, finance, management, or a related field
Equivalent professional experience will be considered in place of formal education
Compensation & Benefits We offer a competitive compensation package designed to attract and retain top leadership talent, including:
Base salary range of $110,000–$135,000 , commensurate with experience and qualifications
Comprehensive benefits package , which includes:
Health, dental, vision, life, and disability insurance
Paid time off and 10 paid holidays
401(k) retirement plan
Financial planning benefit for employees and their household
Professional development and business-related education reimbursement
Clear opportunities for career growth and advancement
And more
Why Join Our Practice This is an opportunity to step into a senior leadership role within a growing, high-performing wealth management firm that values professionalism, collaboration, and long-term career growth. The Operations Director will play a critical role in shaping the firm’s infrastructure, culture, and future success.
Our Culture & Values We hire for character, culture, and commitment, and are guided by a strong set of shared values and principles.
Core Values: Service, Integrity, Teamwork Cultural Values: Empowerment, Commitment, Sustainability
Guiding Principles: Attitude makes all the difference • Every interaction creates a story • We leverage each other’s strengths • Start where you are • Enjoy the ride • Leadership from every chair
We prioritize building a connected, high-performing team through meaningful recognition and community involvement, including annual team-focused events and organized community service initiatives.
To Apply Please submit your résumé and a brief cover letter outlining your leadership experience and operational background.
Equal Opportunity Employer We are committed to creating a diverse and inclusive workplace and encourage qualified candidates of all backgrounds to apply.
#J-18808-Ljbffr