• Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution. • Lead adoption and management of practice management systems (e.g., MoneyGuide, CRM platforms, portfolio/trade tracking tools). • Ensure accurate processing of client-facing workflows, including account maintenance, money movement, and meeting preparation. • Monitor and improve operational processes that directly support advisor-client interactions. • Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track. • Assist with training and process rollouts, helping team members adapt to evolving systems and expectations. • Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices. • Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards.