Chief Operating Officer

About Us

The Executive Wealth Group is one of Ameriprise Financial’s fastest-growing private wealth management practices, serving high-net-worth individuals, business owners, corporate executives, and multi-generational families. Our vision is to build one of the premier independent wealth management firms in the Northeast through exceptional client service, strategic acquisitions, operational excellence, and the development of an elite advisory team.

About the Role

The COO will serve as the firm’s operational leader and strategic partner to the Managing Partners. This individual will be responsible for designing systems, building infrastructure, leading people, improving efficiency, integrating tax practice/experienced advisor acquisitions, and ensuring the business can scale without sacrificing client experience. This is a leadership role for someone who enjoys building organizations—not simply maintaining them.

Within 3–5 years, this 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.

Responsibilities

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

Requirements

• Bachelor’s degree required; MBA preferred
• 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

Skills & Personal Characteristics

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

Pay

Competitive base salary plus performance bonus, long-term incentive opportunities, retirement benefits, and significant opportunity for career growth as the firm expands.

Why Join The Executive Wealth Group?

This is a rare opportunity to help build—not simply manage—a premier wealth management enterprise. You won’t inherit an existing corporate structure. You’ll help create it. Working directly alongside the firm’s founders, you’ll have meaningful influence over strategy, operations, culture, acquisitions, technology, and long-term growth. If you’re energized by building organizations, developing exceptional teams, and creating lasting impact, we’d love to meet you.

The Executive Wealth Group has earned the Circle of Success Award (2021–2025) and Client Experience Award (2020–2025).