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Ameriprise Financial Services, LLC · 19 hours ago

Practice Operations Manager

Englewood, Florida

Full-time

Onsite

Mid, Senior Level

3+ years exp

Ameriprise Financial Services, LLC is a wealth management firm committed to helping clients achieve financial confidence through personalized advice. The Practice Operations Manager will oversee practice management, team development, and operational efficiency, ensuring smooth day-to-day operations and driving growth initiatives.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Partner with other practice leaders to develop and execute business plans that support revenue growth, client acquisition, and operational efficiency

Participate in strategic planning meetings and lead initiatives that align with firm goals

Oversee standard operating procedures and implement process improvements for scalability and efficiency

Manage technology platforms (CRM, financial planning tools) and identify opportunities for system enhancements

Ensure compliance with industry regulations, Ameriprise standards, and internal policies

Own the master project list, delegate special projects, and monitor progress

Lead, coach, and mentor team members; conduct weekly touchpoints, annual performance reviews, and manage individual development plans

Foster a positive, collaborative team environment aligned with firm values

Qualification

Operational efficiencyFinancial services experienceLeadership experienceMicrosoft Office SuiteSalesforce/CRM familiarityTeam developmentAnalytical skillsOrganizational skillsCommunication skillsAdaptability

Required

Bachelor's degree or equivalent required

3+ years of management experience in operations or office administration

Proven leadership and supervisory experience

Strong organizational and time management skills; detail-oriented and analytical

Ability to manage multiple priorities in a fast-paced environment with minimal supervision

Excellent written and verbal communication skills; comfortable interacting at all organizational levels

Goal-oriented, proactive, and enjoys being part of a team

Skilled at designing efficient systems and processes

Positive attitude, adaptable, and committed to continuous learning

Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Familiarity with Salesforce/CRM systems and general IT knowledge

Preferred

Financial services industry experience preferred

Benefits

Paid time off: 2 Week PTO the first year. 3 Weeks PTO the 2nd year and each year thereafter. One half day (4 hours) additional vacation each year in years 3-20.

11 paid national holidays each year.

40 hours of vacation carryover allowed at the end of the year.

Health Insurance stipend – reimbursement of up to $550 per month for single coverage / $1,000 per month for family coverage, high-deductible plan. Bill and proof of payment to be provided.

Offer to participate in a SIMPLE retirement plan after two full calendar years of employment. Match of up to 3% based on your contributions.

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)