Tax Advisor JobotTax AdvisorMinneapolis, MNRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
NewAllianz Investment Management (AIM) Compliance Advisor | Hybrid Allianz SEAllianz Investment Management (AIM) Compliance Advisor | HybridMinneapolis, MN$69,000–$103,500 / yearHandle various routine compliance matters, including preparing responses to Know Your Customer requests from asset managers and banking counterparties, performing annual access reviews, and Star Compliance testing. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias.
NewPrivate Wealth Advisor/Client Advisor Private Bank Professions IncPrivate Wealth Advisor/Client Advisor Private BankMinneapolis, MNAs a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.
Investment Management Associate Back Bay Staffing GroupInvestment Management AssociateMinneapolis, MNCandidates should bring a strong record of advising registered investment companies , including drafting and reviewing registration statements, offering documents, board materials, and investment management agreements. We are seeking exceptional legal talent—associates and partners with proven experience under the Investment Company Act of 1940 , Investment Advisers Act , and the federal securities laws.
Sr Investment Associate Northern Trust CorpSr Investment AssociateMinneapolis, MN$70,490–$119,890 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
NewInvestment Operations Specialist - USBA Account Services U.S. BancorpInvestment Operations Specialist - USBA Account ServicesSaint Paul, MN$21.25–$28.32 / hourIn 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.
Investment 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.
NewInvestment Operations Specialist - USBA Account Services U.S. BankInvestment Operations Specialist - USBA Account ServicesSaint Paul, Minnesota$21.25–$28.32 / hourThorough knowledge of the computer applications used in the assigned area- Strong ability to manage multiple tasks/projects and deadlines simultaneously- Ability to operate various types of office equipment- Strong customer service and relations skills- Ability to identify and resolve/escalate problems- Advanced mathematical and/or accounting skills- Good data entry skills- Effective verbal and written communication skills. Basic Qualifications - High school diploma or equivalent- Four or more years of related experience Preferred Skills/Experience - Experience in financial services, banking, investments, brokerage operations, or a related industry.
NewInvestment Operations Specialist - Usba Account Services US BankInvestment Operations Specialist - Usba Account ServicesSaint Paul, MN$21.25–$28.32 / hourIn 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.
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.
Due Diligence And Investment Analyst Senior CliftonLarsonAllen LLPDue Diligence And Investment Analyst SeniorMinneapolis, MN$98,000–$168,000 / yearEvaluate and monitor investment vehicle structures, including separately managed accounts (SMAs), mutual funds, open-end funds, closed-end funds, interval funds, private funds and limited partnerships, and collective investment trusts (CITs). Conduct comprehensive qualitative and quantitative evaluations of investment managers, including investment philosophy, portfolio construction process, risk management framework, organizational structure, ownership, succession planning, and operational controls.
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.
Investment Management - Business Strategy Manager DeloitteInvestment 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.
Due Diligence And Investment Analyst Senior CliftonLarsonAllen Wealth AdvisorsDue Diligence And Investment Analyst SeniorMinneapolis, MinnesotaEvaluate and monitor investment vehicle structures, including separately managed accounts (SMAs), mutual funds, open-end funds, closed-end funds, interval funds, private funds and limited partnerships, and collective investment trusts (CITs). · Conduct comprehensive qualitative and quantitative evaluations of investment managers, including investment philosophy, portfolio construction process, risk management framework, organizational structure, ownership, succession planning, and operational controls.
Investment Product Solutions Manager - Minneapolis, MN U.S. BancorpInvestment Product Solutions Manager - Minneapolis, MNMinneapolis, MN$105,400–$124,000 / yearThis role serves as a flexible resource across multiple investment product lines, partnering with teams across Operations, Compliance, Legal, Technology, Supervision, and external vendors to support product implementation, governance, due diligence, and ongoing product management activities. The Investment Product Solutions manager supports a diverse portfolio of wealth management and investment products, helping drive product delivery, advisor support, operational excellence, and strategic initiatives.
Investment Product Solutions Manager - Minneapolis, MN US BankInvestment Product Solutions Manager - Minneapolis, MNMinneapolis, MN$105,400–$124,000 / yearThis role serves as a flexible resource across multiple investment product lines, partnering with teams across Operations, Compliance, Legal, Technology, Supervision, and external vendors to support product implementation, governance, due diligence, and ongoing product management activities. The Investment Product Solutions manager supports a diverse portfolio of wealth management and investment products, helping drive product delivery, advisor support, operational excellence, and strategic initiatives.
Investment Trading Specialist DSB Rock IslandInvestment Trading SpecialistMinnetonka, MN$70,000–$100,000 / 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 Consultant - Oakdale, MN FidelityInvestment Consultant - Oakdale, MNOakdale, 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.
NewAscent Director of Investments - Minneapolis, MN U.S. BancorpAscent Director of Investments - Minneapolis, MNMinneapolis, MN$158,310–$193,490 / yearKey daily tasks include creating personalized client portfolios and related performance reports, delivering prompt and relevant investment updates to clients, and preparing materials and models for both internal and external meetings. 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 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.