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 Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerMinneapolis, MNKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Investment Consultant- Edina, MN FidelityInvestment Consultant- Edina, MNEdina, MinnesotaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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.
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 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.
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.
NewInvestment 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 - 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.
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.
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.
NewInvestment Services Account Manager U.S. BankInvestment Services Account ManagerSaint Paul, MinnesotaAids 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.
NewOperations Associate III - Investment Advisor Operations Royal Bank of CanadaOperations Associate III - Investment Advisor OperationsMinneapolis, MinnesotaMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Active Learning, Billing, Communication, Critical Thinking Problem Solving (Inactive), Curious Mindset, Customer Service, Detail-Oriented, Multitasking, Process Improvements, Processing, Telephone Customer Service, Time Management Additional Job Details .