What are the responsibilities and job description for the Wealth Management Operations Manager position at Integrate Wealth Management?
Operations Manager – Integrate Wealth Management
A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
Location : Edina, MN – On-site 4 Days per Week
Compensation : $80,000–$110,000 per year Health & Retirement Benefits
About Us
Integrate Wealth Management (IWM) is a growing wealth management firm dedicated to delivering exceptional service and results. Guided by our core values— love each other, lead at Level 4 , follow the process, excel in execution, and grow —we are committed to fostering a supportive and high-performing workplace.
As our team expands, we are seeking an Operations Manager to oversee operational excellence and ensure smooth execution of our goals. This pivotal role will support a team of highly skilled professionals and help us reach our next level of growth.
Why Join Us?
1. Be part of a dynamic, values-driven team at an exciting stage of growth.
2. Enjoy a fun and flexible work environment that values collaboration, creativity, and personal well-being.
3. Play a key role in shaping the future of a firm with ambitious goals and a commitment to excellence.
Your Role
As Operations Manager, you will :
- Oversee and support a core team of 10 members (plus ancillary staff).
- Drive operational objectives, ensuring efficient workflows and team alignment.
- Cultivate a positive and productive work environment aligned with IWM’s culture and values.
- Manage HR functions, including people development, team dynamics, and performance management.
- Collaborate with leadership to plan and implement long-term strategies for growth.
What We’re Looking For
Next Steps
If you’re ready to bring your skills and leadership to our growing team—or if you know someone who might be a great fit—we’d love to hear from you!
Please send your resume and cover letter to Joshua.f.ely@ampf.com or reach out to Josh Ely at 952.255.6222 .
Salary : $80,000 - $110,000