Regional Sales Director, Insurance Ameriprise FinancialRegional Sales Director, InsuranceMinneapolis, MNRemoteAt RiverSource, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's lives financially, we invite you to take your career to the next level by applying to join our team today! Day to day you can expect to make proactive outbound sales calls, take inbound sales calls, participate in virtual meetings and occasional large and small group sales presentations all of which will result in increased sales in their respective territory.
Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC Northern TrustSenior Market Leader, External Wholesaler, Mid-Atlantic/Washington DCWashington, MN$130,530–$221,920 / yearpositioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives (50 South Capital) in the marketplace. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsMinneapolis, MN$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsMinneapolis, MN$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxMinneapolis, MN$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Director of Tax Orion PlacementDirector of TaxArden Hills, Minnesota$95,000–$150,000 / yearExperience: 3. Good fit job titles/keywords for candidates: Tax Manager, Tax Senior, Senior Tax Associate, Tax Associate, Tax Accountant, Client-Facing Tax Advisor, Tax Consultant, Individual Tax, Business Tax, 1040, 1065, 1120, 1120S, CPA, EA, CCH, CCH Axcess, ProSystem fx, advisor support, financial services. They combine asset management, marketing support, and in-house planning resources to help producers grow and better serve clients — and theyre investing in expanding tax support as a key part of that mission.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystWayzata, MNOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Sr. Practice Management & Teams Consultant Royal Bank of CanadaSr. Practice Management & Teams ConsultantMinneapolis, MN$90,000–$160,000 / yearA comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities Access to a variety of job opportunities across businessThe expected salary range for this particular position is $90,000-$160,000, depending on your experience, skills, and registration status, market conditions and business needs. Strong knowledge of and aptitude in concepts related to practice management, teams, portfolio efficiency and practice transitionsFormal credentials and study hours related to practice management theory and skillsExceptional written and communication skills including proven presentation delivery skills, ability to actively listen and discern meaning underlying both verbal and non-verbal communications, and ability to inspire, persuade and hold others accountable.
Investment Trading Specialist DSB Rock IslandInvestment Trading SpecialistMinnetonka, MN$70,000–$95,000 / yearIn this role, you'll execute investment trades, support portfolio implementation, and help ensure an exceptional client experience through accurate trade execution, regulatory compliance, and operational excellence. This is an outstanding opportunity for an investment professional who thrives in a fast-paced environment, enjoys working with financial advisors, and is passionate about delivering outstanding service.
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.
Business Systems Analyst - Advisory Genesis10Business Systems Analyst - AdvisoryMinneapolis, MN$65–$80 / hourTemporaryContractorFull timeRanked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
Operations Processing Specialist TRC Talent SolutionsOperations Processing SpecialistLandfall, MNAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers. The Wealth Management Client Services Specialist supports independent financial advisors and internal teams by processing client account documentation and service requests.
Private Wealth Client Associate Bank of AmericaPrivate Wealth Client AssociateMinneapolis, MinnesotaOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Tax Senior Manager - Trust & Estate/High-Net-Worth, Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager - Trust & Estate/High-Net-Worth, Private Client ServicesMinneapolis, MN$160,000–$200,000 / yearAbout our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team works with family-owned and closely held businesses, high-net-worth individuals, family offices, fiduciaries, and multigenerational families to help them address complex tax, accounting, and financial matters. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyMinneapolis, MN$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
VP, Regional Vice President - Minnesota KKR & Co IncVP, Regional Vice President - MinnesotaMNKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.
Branch Office Examiner Osaic IncBranch Office ExaminerOakdale, MNRemote$65,000–$75,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Knowledge of the retail brokerage business, fee based advisory business and common investment products including mutual funds, variable annuities, alternative investments, stocks, and bonds.
NewSenior Sales Specialist, Separately Managed Accounts Ameriprise Financial IncSenior Sales Specialist, Separately Managed AccountsMinneapolis, MNRemote$120,000–$150,000 / yearDrive sales by supporting Regional Advisor Consultants and National Account Managers is sharing our portfolio management process and competitive advantage in tax loss harvesting solutions. Partner with Intermediary wholesaling team and National Account team to achieve sales goals and objectives through effective territory and resource planning and the use of a consultative sales process and other performance improvement systems.
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.
Branch Office Examiner OsaicBranch Office ExaminerOakdale, MNRemote$65,000–$75,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Knowledge of the retail brokerage business, fee based advisory business and common investment products including mutual funds, variable annuities, alternative investments, stocks, and bonds.