- Thrivent Financial (Minneapolis, MN)
- The Manager , Advisor Succession , Acquisitions and Teaming, plays a pivotal role in developing and executing our comprehensive advisor succession , ... acquisitions , aligning efforts with strategic growth initiatives and advisor readiness. + Collaborate with Practice Growth Directors and...plans. + Ability to identify and analyze trends in advisor teaming, succession , and acquisition … more
- BMO Financial Group (Roseville, MN)
- …understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass ... and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more