Operations Manager

Ameriprise Financial • Full-time • Gainesville, VA, US • 6d ago

Company Description Ameriprise Financial Services, LLC has been helping clients feel more confident about their financial future for over 130 years, offering investment advice, asset management, and insurance solutions. With a nationwide network of approximately 10,000 financial advisors and corporate locations across the U.S. and globally, Ameriprise serves a wide range of individual and institutional investors. The firm provides investment advisory products and services as a registered investment adviser and offers securities as a member of FINRA and SIPC. Ameriprise emphasizes informed decision-making, encouraging clients to seek personalized advice from financial advisors and to understand the risks associated with investment products. The organization is committed to integrity, regulatory compliance, and long-term client relationships.
Role Description The Operations Manager is a full-time, on-site role based in Gainesville, VA, responsible for overseeing daily operational activities within a financial advisory practice. This role coordinates workflow, supports advisors and staff, and ensures processes are efficient, compliant, and aligned with firm standards. Key responsibilities include managing office operations, monitoring service quality, optimizing scheduling and resource allocation, and supporting the implementation of new procedures and technology. The Operations Manager will track key performance metrics, identify process improvements, and collaborate with leadership to enhance client service and operational effectiveness. This position also involves overseeing documentation, maintaining regulatory and internal policy compliance, and supporting training and onboarding of team members.
Qualifications

Demonstrated operations management skills, including workflow coordination, process improvement, and office administration.
Strong organizational and time management abilities to prioritize tasks and manage multiple concurrent projects.
Proficiency with business software tools (e.g., CRM systems, Microsoft Office Suite) and comfort learning new financial platforms.
Solid analytical and problem-solving skills to interpret data, identify trends, and recommend operational enhancements.
Effective communication and interpersonal skills to collaborate with advisors, staff, and clients in a professional manner.
Knowledge of financial services or wealth management operations; experience in a regulated environment is highly beneficial.
Ability to ensure adherence to compliance, risk management, and documentation standards.
Bachelor’s degree in business, finance, management, or a related field, or equivalent work experience.
Prior experience in an operations or practice management role within financial services is preferred.
Capacity to work on-site full-time in Gainesville, VA and maintain a high level of reliability and confidentiality.