Operations Manager

Ameriprise Financial

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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Salary

💰 $85,000 - $120,000 per year

About the role

  • Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution.
  • Lead adoption and management of practice management systems (e.g., MoneyGuide, CRM platforms, portfolio/trade tracking tools).
  • Ensure accurate processing of client-facing workflows, including account maintenance, money movement, and meeting preparation.
  • Monitor and improve operational processes that directly support advisor-client interactions.
  • Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track.
  • Assist with training and process rollouts, helping team members adapt to evolving systems and expectations.
  • Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices.
  • Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards.

Requirements

  • 2+ years of experience with Ameriprise - with direct exposure to advisor workflows, client service delivery, and practice management systems.
  • Experience supporting or collaborating with financial advisors, including participation in client meeting preparation, workflow design, or operational decision-making.
  • Strong understanding of industry systems, terminology, and operational workflows.
  • Proven ability to manage multiple priorities, coordinate across teams, and deliver on deadlines.
  • Experience with practice management or CRM systems (e.g., Salesforce, MoneyGuide, or similar).
  • Exceptional communication, problem-solving, and leadership skills.
  • Ability to take initiative and bring order to complex projects or competing priorities.
Benefits
  • 50% of health insurance premium paid for employee only, up to a monthly maximum.
  • Dental, vision and disability insurance also available.
  • Paid time off and paid holidays
  • Simple IRA with employer match
  • Group term life insurance
  • Opportunities for professional development and growth
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
practice management systemsclient service deliveryworkflow designoperational decision-makingaccount maintenancemoney movementautomationprocess improvementproject management
Soft Skills
communicationproblem-solvingleadershipinitiativeorganizational skillsadaptabilityaccountabilityteam coordinationprioritization