OTHER

FEED

UNKNOWN

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Business Development Officer to join our Sales team. This position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Business Development Officer to join our Sales team. As a Business Development Officer you will work to help deepen relationships with centers of influence and identify new clients in need of our customized wealth and investment management solutions.The Business Development Officer position provides a base salary with an uncapped commission structure. We also offer a complete line of benefits including pet insurance and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan. ABOUT TRUST POINT INC.For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy.Learn more about our culture here: <a href="https://youtu.be/ZG1TcYa80CE?si=WhGy3RDQuHNgiUnh" rel="noreferrer noopener nofollow" target="_blank">Trust Point Culture Video</a>Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!A DAY IN THE LIFE OF A BUSINESS DEVELOPMENT OFFICER:<ul><li style="line-height:normal">Establish, maintain, and improve the relationships between our company, our clients, and our centers of influence.</li><li style="line-height:normal">Participate in industry networking forums and other professional associations.</li><li style="line-height:normal">Develop an in-depth understanding of the services we provide to become an advocate for the needs of clients and prospects.</li><li style="line-height:normal">Prepare and present proposals to current and future clients.</li><li style="line-height:normal">Relationship building to include analyzing and providing the necessary services that are the right fit for our clients.</li><li style="line-height:normal">Establish client development communication plans</li><li style="line-height:normal">Participation in continuing education through internal and external training to stay current in investments, trusts, estate planning, and retirement planning.</li><li style="line-height:normal">Willingness to volunteer and support the local community</li><li style="line-height:normal">Maintain current regulatory and compliance knowledge</li></ul>Requirements:<ul><li style="line-height:normal">Bachelor's degree in finance or related field</li><li style="line-height:normal">3-5 years of experience in sales, required</li><li style="line-height:normal">2-3 years financial/investment experience, preferred</li><li style="line-height:normal">Proven track record of new business development</li><li style="line-height:normal">A high touch, client focused approach</li><li style="line-height:normal">Advanced interpersonal skills, professional demeanor, integrity, and goal-orientated with an entrepreneurial spirit</li><li style="line-height:normal"> Excellent written and oral communication/presentation skills.</li><li style="line-height:normal">The ability to work in a team environment alongside highly credentialed staff.</li></ul>This position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.WORK SCHEDULEThis is a full-time hybrid position working Monday-Friday, 8am-5pm.Trust Point is proud to be an equal opportunity workplace.We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results. Job Posted by ApplicantPro

Trust Point Inc.

Business Development Officer - Minneapolis

Business Development

Business Intelligence

Communication Skills

Community Support

Customer Relations

Customer Support/Service

Entrepreneurship

Estate Planning

Finance

Interpersonal Skills

Investment Management

Maintain Compliance

Presentation/Verbal Skills

Proposal Writing

Retirement Planning

Sales

Team Building

Team Player

Wealth Management

Writing Skills

Talent Acquisition

ADAPTED_NOW

Working closely with the CEO and senior leadership team, the CFAO will help guide the JCC through its next chapter by strengthening infrastructure, supporting strategic decision-making, and aligning internal operations to best serve a vibrant and growing community. Principal Responsibilities:This leader will oversee the organization's core administrative functions--including Finance, Human Resources, Technology, Security, Facilities, and Administrative Support ensuring strong systems, sound financial stewardship, and operational excellence across the enterprise.

YEAR

<div><div></div><div></div><div></div>Location and Job Title: Chief Financial and Administrative Officer Minnesota JCC 1375 St Paul Ave St Paul, MN 55116Principal Responsibilities:This leader will oversee the organization's core administrative functions--including Finance, Human Resources, Technology, Security, Facilities, and Administrative Support ensuring strong systems, sound financial stewardship, and operational excellence across the enterprise. Working closely with the CEO and senior leadership team, the CFAO will help guide the JCC through its next chapter by strengthening infrastructure, supporting strategic decision-making, and aligning internal operations to best serve a vibrant and growing community.POSITION SUMMARY The Chief Financial and Administrative Officer (CFAO) is a key member of the executive leadership team and a strategic partner to the CEO, responsible for leading Finance, Human Resources, Technology, Safety, Facilities, and Administrative Support. This role sits at the center of how the organization operates, ensuring strong financial stewardship, effective systems, and aligned infrastructure that enable the Minnesota JCC to deliver on its mission. This is an opportunity for a leader who is both strategic and operational, someone who can bring clarity to complexity, strengthen core systems, and build a cohesive administrative function that supports a dynamic, community-centered organization.Minimum Qualifications:QUALIFICATIONS<ul><li>Bachelor's degree in Accounting, Finance, or Business Administration</li><li>Minimum 7-10 years of progressively responsible experience in financial leadership, including CFO or senior-level finance roles - ideally in a nonprofit setting</li><li>Comfortable operating in a mission-driven, community focused, and values-based environment</li><li>Demonstrated experience supervising diverse operational departments</li><li>Excellent communication skills -- able to explain complex financial topics to both finance and nonfinance stakeholders</li><li>Strong organizational and strategic thinking skills with a bias for action</li><li>Strong knowledge of GAAP, budgeting, forecasting, financial analysis, AI and risk management</li><li>Experience leading audits, managing cash flow, and ensuring regulatory compliance</li><li>Proficiency in financial systems and the ability to implement or upgrade systems and processes</li><li>Willingness to transform the organization through adaptation of AI</li></ul>PREFERRED QUALIFICATIONS<ul><li>CPA, MBA Experience working in nonprofit organizations, especially those with complex programmatic and revenue structures (e.g., fee-forservice, fundraising, grants)</li><li>Experience with department based accounting</li><li>Understanding of or willingness to learn Jewish culture and values, and how they inform organizational decision-making</li></ul>LEADERSHIP QUALITIES<ul><li>Steady and grounded in complexity</li><li>Balances rigor with strong relationships</li><li>Clear and direct, willing to say no</li><li>Prioritizes effectively</li><li>Consistent focus on forward progress</li></ul>Salary:$165,000 - $180,000Agency Information:For a full century, the JCC has been a cornerstone of community life in Minneapolis and St. Paul, enriching lives through a broad range of programs and services--from Early Childhood Education and Summer Camps to Health & Wellness, Recreation, Inclusion, Youth and Teens, Supportive Services, Adult Enrichment, Inclusion Programming and Jewish Arts & Culture. With two locations and a dedicated camp property, the JCC serves nearly 14,000 people annually. Backed by a $17.6 million operating budget and nearly $50 million in assets, the JCC remains a vital, thriving institution committed to community, connection, and impact.MISSION:Inspired by Jewish values and culture, we ignite the human spirit through programs and services that promote well-being, foster inclusivity and strengthen the entire community.VALUES:The J is for Everyone: We create spaces and opportunities where people feel safe, seen, and connected. When everyone belongs, our entire community grows stronger.We Adapt for the Greater Good: We are rooted in purpose and flexible in approach. We are responsive to today and ready for tomorrow, even when the path ahead isn't completely clear.We Show Up Strong: We meet the moment. We take pride in what we deliver and how we deliver it. We aim high, prepare, and follow through, because people are counting on us.</div>

Intelligence Officer Jobs in Saint Anthony, MN

Resume Resources

Get noticed by top employers!

Intelligence Officer Jobs in Saint Anthony, MN

Business Development Officer - Minneapolis Trust Point Inc.

Chief Financial and Administrative Officer JCCs of North America

Resume Resources