Job Description

Step into an instrumental leadership role with a rapidly growing wealth management team. We are seeking a strategic and operational leader to oversee all aspects of practice management, team development, and operational efficiency. This role is critical to ensuring the smooth day-to-day functioning of our offices while driving long-term growth initiatives and maintaining an exceptional client experience.
About Us
Michael Kreuziger is a Private Wealth Advisor franchisee of Ameriprise. Mike has 35 years of experience with Ameriprise. His mission -
We help people make their financial lives simpler, so they can focus on doing the things they most enjoy.
At Ameriprise Englewood, we are committed to helping clients achieve financial confidence and clarity through personalized advice and comprehensive planning. As an Ameriprise Financial franchise, we combine the strength of a nationally recognized firm with the personal touch of a local team dedicated to client success.
Our advisors bring years of experience in wealth management, retirement planning, and investment strategies. We take the time to understand client's unique goals-whether it's planning for retirement, managing investments, or navigating life's major financial decisions-and create tailored solutions to help our clients reach them.

Core Responsibilities

Strategic Leadership & Operational Oversight

• 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.

Team Development

• 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.

Key Traits of a Successful Candidate

• 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.

Education & Experience

• Bachelor's degree or equivalent required.
• 3+ years of management experience in operations or office administration.
• Financial services industry experience preferred.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Familiarity with Salesforce/CRM systems and general IT knowledge.

Compensation & Benefits

• Salary: Commensurate with experience
• Bonus: Performance-based

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

Work Arrangement

• This position is 100% on-site at our Englewood Office located at 10 1st Ave, Englewood, FL 34223.
• Remote work is not available for this role.

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Job Tags

Full time, Part time, Work at office, Local area, Remote work,

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