Wealth Management Operations Manager

Ameriprise Financial Services, LLC

Operations Manager enabling effective execution of Advice & Wealth Management programs. Managing operational efficiency and stakeholder engagement for transformative initiatives.

Posted 6/2/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $98,000 - $120,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

business analysisprocess analysisgap analysisfinancial managementchange managementportfolio governancerequirements documentationproject management

Soft Skills

leadershipanalytical skillsrelationship managementcommunication skillsstakeholder management

Tools & Technologies

OnePlanProject Management softwareResource management software

Certifications & Qualifications

PMPITIL

Industry Keywords

Advice & Wealth ManagementInvestment Optimizationoperating modelintake processgovernance forums

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Enable effective day-to-day operations that support Advice & Wealth Management (AWM) Investment Optimization (IO) program execution.
Manage the AWM Operating Model intake process end-to-end.
Support portfolio governance by partnering with stakeholders to validate funding sources.
Facilitate Centralized Engagement governance forums and prepare decision-ready materials.
Maintain and continuously improve intake standards, templates, and documentation.
Produce recurring intake and portfolio reporting and translate insights into a prioritized improvement backlog.
Lead business analysis for PFI initiatives, partnering with business leaders and SMEs to understand and confirm scope, analyze, and document requirements for complex, cross-functional initiatives.
Perform process and gap analysis while translating business needs into actionable analysis artifacts.

Requirements

What you’ll need

Bachelor’s degree in Finance, Business, or related field; or equivalent work experience.
4-6 years of relevant experience required
3+ years of successful track record with high comfort level in managing transformational initiatives, change management and financial management
Ability to navigate stakeholder relationships and work effectively across organizational boundaries
Strong leadership, analytical and relationship management skills
Highly effective verbal and written communication skills
Ability to explain technical information in non-technical language to drive progress
Experience with OnePlan or other Project Management / Resource management software tool
PMP, ITIL certifications

Benefits

Comp & perks

Health insurance
401(k)
Paid time off
Flexible work arrangements
Professional development opportunities