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Operations Manager
Location
Texas
Posted
71 days ago
Salary
$85K - $120K / year
Seniority
Mid Level
Job Description
Operations Manager
Ameriprise Financial
• 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.
Job 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
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