- Threadneedle group (Minneapolis, MN)
- …Director of Business Development. This role involves identifying and managing financial advisor practices for strategic transitions, specifically selling to ... Ameriprise Financial . Ideal candidates will have over 7 years of experience in financial services with a strong focus on relationship management and strategic… more
- Threadneedle group (Minneapolis, MN)
- …a pivotal role in identifying, cultivating, and managing a pipeline of financial advisor practices considering strategic transitions. These transitions may ... acumen, and operational discipline. Ideal candidates will have experience in financial services, practice management, M&A, or advisor recruiting, and… more
- Associated Bank (Minneapolis, MN)
- Senior Private Wealth Advisor Market Leader page is loaded## Senior Private Wealth Advisor Market Leaderremote type: Hybrid or On-Sitelocations: Minneapolis 45 ... a diverse team of Private Bankers, Trust Officers, Wealth Planners, Financial Advisors, and Retirement Planning Specialists, fostering high performance, professional… more
- Red Lake Nation (St. Paul, MN)
- …compliance risks are proactively identified and mitigated. Reports to Treasurer's Financial Advisor and Executive Assistant. Full-time position with benefits. ... leadership capacity. Experience in a highly regulated industry (eg, financial services, healthcare, technology) preferred. In-depth knowledge of regulatory… more
- Threadneedle group (Minneapolis, MN)
- …increase advisor and client satisfaction, while ensuring all operational, financial , and regulatory requirements are met. Provide thought leadership on process ... activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing… more
- Ernst & Young Oman (Minneapolis, MN)
- …Tax-Manager-Real Estate FSO-Remote EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate ... business unit dedicated to the financial services industry - the Financial Services...market trends, to maintain your credibility as a trusted advisor Building client relationships and demonstrating your deep knowledge… more
- Minnesota Council of Nonprofits (Minneapolis, MN)
- SUMMARY/PURPOSE The Director of Financial Planning and Analysis, reporting to the Chief Financial Officer and Treasurer, is a detail-oriented and strategic ... thinker. This role involves overseeing our financial planning, budgeting, and forecasting processes, and leading ...well within a team and act as a collaborative advisor to cost center managers. ESSENTIAL FUNCTIONS Reasonable accommodations… more
- Threadneedle group (Minneapolis, MN)
- A diversified financial services leader is seeking a leader for their clearing broker dealer settlement team in Minneapolis. Responsibilities include managing ... operations activities, resolving advisor issues, and leading process improvements. Candidates should have strong relationship management skills and 7-10 years of… more
- Baker Tilly International (Minneapolis, MN)
- …advantage in major regions of the US and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker ... is a great opportunity to be a valued business advisor delivering tax advisory and compliance services to middle...the US and in many of the world's leading financial centers - New York, London, San Francisco, Los… more
- Ernst & Young Oman (Minneapolis, MN)
- …and Partnerships) as well as high-profile individuals. That will make you a trusted advisor and role model for your clients and for our people across multiple teams, ... a related field, supported by significant tax, business or financial planning experience and a CPA certification or membership...you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.… more
- Threadneedle group (Minneapolis, MN)
- …including sales literature, digital tools and campaigns. Write communications to engage financial advisors, clients and employees. Work with your team to do audience ... analysis and develop targeted marketing and communications that help financial advisors match RiverSource product solutions to client needs. Key Responsibilities… more
- Boulay Group (Eden Prairie, MN)
- We are currently seeking a talented CAAS Chief Financial Officer to join our Client Accounting and Advisory Services department. Boulay offers accounting and ... and maintain the budgeting, forecasting, cash flow and other long-term financial planning and cost management resources Manage capital planning, risk management,… more
- Ernst & Young Oman (Minneapolis, MN)
- …view and activate them with clients, positioning EY as a comprehensive advisor on strategy, transactions, and transformation to senior government leaders. Recognized ... as both a Government expert and strategic advisor to senior clients and EY leadership, you will...leaves of absence when needed to support your physical, financial , and emotional well-being. Apply Today Are you ready… more
- Thrivent Financial (Minneapolis, MN)
- …including 5+ years' experience in IT discipline, eg, wealth management advisor solutions, 33+ years' management/supervisory experience in specific IT functional area ... plans, programs and procedures applicable to customer relationship and demand management. Financial Services industry experience 5+ years of experience in hands on… more
- IBM Computing (Minneapolis, MN)
- …features and practices and share with team. Act as senior client-facing advisor on designs and best practices. Perform hands-on delivery of workshops, configuration, ... with the Oracle Cloud ERP Financials Solutions Excellent understanding of Financial Reporting requirements and practices Experience with reporting tools (FRS,… more
- Pioneer Management Consulting (Minneapolis, MN)
- …and execution. In this role, you will serve as a trusted advisor to client leaders, helping them envisionwhat'spossible with AI, define pragmatic roadmaps, ... Exposure to industry-specific AI use cases (eg, healthcare, manufacturing, financial services, utilities). Experience contributing to AI strategy, adoption,… more
- Ernst & Young Oman (Minneapolis, MN)
- …with the latest trends in the Power & Utilities industry to be a trusted advisor /subject matter expert for our client's business Build strong teams at all levels and ... Care, and other leaves of absence when needed to support your physical, financial , and emotional well-being. Are you ready to shape your future with confidence?… more
- Wolters Kluwer NV (Minneapolis, MN)
- …dedicated to empowering individuals and businesses with tools that streamline financial management and enhance compliance. We pride ourselves on delivering ... their business.* **Client Advocacy & Feedback Management:** Act as a trusted advisor and advocate for clients within the organization. Gather feedback, understand… more
- Minnesota Bankers Association (Minneapolis, MN)
- …efficiency and growth. You'll develop trusted relationships, act as a key advisor , and identify opportunities to enhance clients' financial operations. Beyond ... ability to identify opportunities to deliver value through customized financial solutions. PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES: Develop and maintain… more
- Hologic, Inc. (Minneapolis, MN)
- …value proposition to multiple stakeholders at all levels Develop trusted advisor level relationships with key customer contacts and decision makers Responsible ... negotiation skills with supply chain (capital sales) High level business and financial acumen along with high emotional intelligence Top performer (example -… more
