Operations Director

Are you ready to join an exceptional team with a strong culture of collaboration, growth, and success? AIM Wealth Advisory Group, a Private Wealth Advisory Group of Ameriprise Financial is looking for an Operations Director to enhance our operations while contributing to a culture that prioritizes teamwork, trust, and excellence.

As part of a highly organized and supportive environment, you'll work closely with leadership to streamline processes, manage metrics, and help our practice continue to thrive.

Key Responsibilities :

Strategic Oversight : Manage organizational clarity, oversee payroll, HR, employee benefits, and compliance.

Own Profit & Loss statements, assist in business plan execution, and ensure productivity and efficiency across all divisions.

Team Leadership : Act as the "go-to" manager for key staff members, coordinating with department leaders to ensure activities are on track.

Facilitate meetings, track Key Performance Indicators (KPIs), and help solve challenges.

Financial Management : Track budgets, oversee business finances, and manage quarterly taxes.

Present Profit & Loss reports to stakeholders, and assist in the annual budgeting process.

HR & Compliance : Oversee recruiting, hiring, onboarding, and staff development.

Ensure compliance with licensing and continuing education, and handle escalated client issues.

• Operational Improvements : Identify and implement systems and process improvements, maintaining business systemization documents to ensure workflows are efficient and followed.
• Business Planning : Support business owners in developing strategic staffing plans, manage Mergers & Acquisitions (M&A) activity, and assist in coordinating the annual business planning meeting.

What Sets Us Apart :

Our practice culture is built on trust, open communication, and shared success.

We pride ourselves on having a highly motivated and close-knit team where chemistry and collaboration are key.

You’ll be stepping into an environment where people are valued and encouraged to bring their best selves to work each day.

We believe in empowering our employees and are committed to fostering personal and professional growth, with substantial opportunities to advance.

Position Requirements :

• Minimum 3+ years of leadership and people management experience.
• Previous experience in the financial services industry or with Ameriprise Financial is a plus.
• Strong strategic thinking and planning skills.
• Excellent written and oral communication skills.
• Self-directed and independent worker.
• Experience in leadership and people development.
• Results-oriented mindset.
• 4-year degree in Business, Finance, or related field.

Benefits :

• 9 paid holidays annually
• 15 PTO days to start
• Annual COLA (Cost of Living Adjustment) increase
• 100% of employee health insurance premiums paid by company at the silver plan level
• Additional health insurance options available
• Dental insurance
• Retirement plan after one year of employment
• Group life and disability insurance
• Education reimbursement
• Generous maternity / paternity leave
• Significant potential for growth to COO

Compensation :

Competitive salary : $110,000 - $140,000 based on experience and qualifications.

If you’re looking to join a team with an outstanding culture that values your contributions, drives innovation, and supports both individual and team success, we’d love to hear from you!