What are the responsibilities and job description for the Operations Director position at Ameriprise Financial - Texas?
Doyle & Associates, a Private Wealth Advisor Practice of Ameriprise Financial, is seeking highly motivated and experienced Operations Director to oversee the day-to-day operations of our firm and ensure seamless workflow, compliance, and business management.
We are a well-established private wealth advisory practice committed to delivering exceptional financial planning and investment management services.
Key Responsibilities :
Operations & Business Management :
- Oversee all operational workflows, ensuring efficiency and compliance.
- Develop and implement career paths and professional development plans for team members.
- Manage business needs, including lease agreements, contracts for equipment, and office supply management.
- Collaborate with advisors to track progress and ensure business goals are met.
- Manage processes and procedures using the firm's CRM system.
- Serve as the practice’s key operational leader in the absence of the principal advisor.
- Understand and train staff on the tools and systems necessary for the firm's success.
- Organize and manage weekly team meetings, ensuring advisors have the resources they need.
HR & Talent Management :
Client & Compliance Management :
Ideal Candidate Qualifications :
Compensation and Benefits :
If you are a strategic and detail-oriented professional looking to make a lasting impact in a dynamic wealth advisory practice, we invite you to apply.
Salary : $130,000 - $150,000
