Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMinneapolis, MN$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
PWM Investment Portfolio Manager U.S. BankPWM Investment Portfolio ManagerMinneapolis, MinnesotaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
NewWealth Management-Investment Portfolio Manager US BankWealth Management-Investment Portfolio ManagerMinneapolis, MN$111,605–$131,300 / yearTHREE KEY COMPONENTS OF THE ROLE: The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement: Investment Management- Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.
Investment Operations Specialist - USBA Account Services U.S. BankInvestment Operations Specialist - USBA Account ServicesSaint Paul, MinnesotaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As an Investment Operations Specialist , you will be responsible for reviewing and processing investment account requests, performing quality control on documentation, and maintaining account information within brokerage systems.
Ascent Trust And Investment Onboarding Coordinator - Minneapolis, MN US BankAscent Trust And Investment Onboarding Coordinator - Minneapolis, MNMinneapolis, MN$92,820–$109,200 / yearThe Trust and Investment Onboarding Coordinator supports trust and investment account openings by reviewing statements and governing documents and using that information to establish account, payment, and monitoring setups across multiple bank systems. Ascent Private Capital Management is a leading player in the ultra-high-net-worth financial services industry, dedicated to helping our clients and families achieve their financial goals.
Strategic Media Planning + Investment Lead CLUTCHStrategic Media Planning + Investment LeadMinneapolis, MNThe ideal candidate understands these functions, can collaborate effectively with the teams responsible for them, and is willing to jump in when needed, but their primary value comes from strategic planning, media leadership, optimization, and investment guidance. We help our clients find opportunities and maximize potential from both their products and services by aligning strategy and market opportunity, marketing and sales initiatives and execution, and the skills of their customer-facing employees and partners.
Investment Management Specialist Bank of America CorpInvestment Management SpecialistWayzata, MN$75,000–$108,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Job Description:This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities.
Investment Operations Associate - Minneapolis - Hybrid Daley and AssociatesInvestment Operations Associate - Minneapolis - HybridMinneapolis, MN$100,000–$140,000 / yearThis is an excellent opportunity to join a collaborative, entrepreneurial team and play a key role in the operational execution of private credit investments across multiple strategies. This is an outstanding opportunity for a private credit operations professional looking to join a high-growth investment platform with significant visibility and cross-functional exposure.
NewInvestment Services Account Manager U.S. BancorpInvestment Services Account ManagerSaint Paul, MN$64,855–$76,300 / yearAids in reviews of Global Custody Paperwork, works with Client Services and Relationship Managers to clear any noted exceptions, responds to requests from WM&IS Risk Management, Trust Compliance and Corporate Audit Services in a timely manner. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Investment Banking Associate Wipfli Advisory LLCInvestment Banking AssociateMinneapolis, Minnesota$88,000–$118,000 / yearFull timeWCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.
Investment Banking Vice President Wipfli Advisory LLCInvestment Banking Vice PresidentMinneapolis, Minnesota$129,000–$174,000 / yearFull timeWCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorMinneapolis, MN$154,000–$286,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewInvestment Trader and Operations Specialist DSG CAPITAL ADVISORS, LLCInvestment Trader and Operations SpecialistMINNEAPOLIS, MNOurhigh-touchclient service, in addition to ourin-office culture,are a couple of items thatset us apart from largermoreinstitutional firms. This is a hands-on role where your work has a direct, visible impact on client outcomes rather than beinga small part of a large institution where you may never know the impact that you have on clients.
NewExecutive Assistant Investment Banking Piper Sandler CompaniesExecutive Assistant Investment BankingMinneapolis, MN$70,000–$80,000 / yearThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services.
Investment Banking Associate, Industrials M&A Selby Jennings LtdInvestment Banking Associate, Industrials M&AMinneapolis, MNOur client, a global middle-market investment bank, is actively seeking to add an Associate to its expanding Industrials M&A practice, supporting the team in Minneapolis. This is an opportunity to join a highly collaborative platform with meaningful execution responsibility, direct senior exposure, and a clear path for advancement.
Investment Banking Vice President | Industrials Houlihan Lokey Europe GmbHInvestment Banking Vice President | IndustrialsMinneapolis, MNOur team's extensive transaction experience and real-time market intelligence allow us to deliver highly informed perspectives on valuation, corporate strategy, and transaction execution-making us a trusted advisor to clients navigating complex strategic decisions. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Investment Research - Specialist, Fixed Income Marsh & McLennan Companies IncInvestment Research - Specialist, Fixed IncomeMinneapolis, MN$82,800–$165,600 / yearThis is an opportunity to participate and undertake detailed due diligence of fixed income strategies, ultimately proposing strategies for Mercer's recommended list by synthesizing Mercer's view through a forward looking research report that articulates why Mercer believes a manager's strategy will outperform its respective benchmark over a full market cycle. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Investment Banking Vice President - Healthcare IT Piper Sandler CompaniesInvestment Banking Vice President - Healthcare ITMinneapolis, MNOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. A successful candidate will possess the following characteristics: 5+ years of investment banking experience or MBA degree and 3+ years of investment banking or closely related experience.
Investment Consultant (Internal Wholesaler) Thrivent Financial for LutheransInvestment Consultant (Internal Wholesaler)Minneapolis, MN$50,057–$67,723 / yearThe Investment Consultant's (Internal Wholesaler) primary responsibility is to drive Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts sales through an increased phone & virtual meeting presence in the assigned regions and to complement the activities of the territory's Regional Investment Consultant (external wholesaler). The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Insurance, Investment Segment Leader Marsh & McLennan Companies IncInsurance, Investment Segment LeaderMinneapolis, MN$232,000–$348,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. What makes you stand out: 15+ years of experience advising on or overseeing insurance portfolios including complex fixed income, capital efficient investment solutions and other alternative investments.