Manager, Private Equity - Fund Accounting SS&CManager, Private Equity - Fund AccountingEdina, MinnesotaIn this role, you'll oversee financial reporting, mentor and develop team members, collaborate with clients and internal stakeholders, and drive process improvements to ensure operational excellence and exceptional client service. As a Fund Accounting Manager, you will lead a team responsible for delivering accurate accounting and reporting services for hedge funds, private equity funds, and other investment products.
NewPrivate Wealth Management - Executive Assistant US BankPrivate Wealth Management - Executive AssistantMinneapolis, MN$24.18–$32.21 / 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. Other duties may include: collects and interprets data to produce reports; conducts special projects; coordinates meetings, conferences, presentations and travel arrangements; and composes correspondence and other documentation as needed.
ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE, PRIVATE WEALTH CLIENT SERVICESMinnetonka, MN$75,000–$100,000 / yearRecognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Senior Business Analyst, Private Client Endowments And Foundations Brown AdvisorySenior Business Analyst, Private Client Endowments And FoundationsWashington, MN$150,000–$200,000 / yearThe Senior Business Analyst acts as a trusted partner to senior leadership across the business, helping to connect the dots across functions, client segments, and offices, strengthen leadership capacity, and improve the quality and timeliness of strategic decision-making. Sitting at the intersection of strategy, execution, and cross-functional coordination, the role provides structure and momentum across a broad portfolio of initiatives, particularly where work spans multiple teams, offices, or leadership forums.
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte Touche Tohmatsu LtdPrivate Equity Mergers & Acquisitions Strategy & Diligence Senior ManagerMinneapolis, MN$189,200–$372,900 / yearThe team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
PWM Private Wealth Advisor US BankPWM Private Wealth AdvisorMinneapolis, MN$141,210–$172,590 / yearIn 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. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
PWM Private Wealth Advisor Partner US BankPWM Private Wealth Advisor PartnerMinneapolis, MN$92,820–$109,200 / yearIn 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. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesMinneapolis, MN$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Senior Private Banker BMO (Bank of Montreal)Senior Private BankerMinneapolis, MN$102,000–$190,000 / yearAdheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction.
NewPrivate Wealth Management - Executive Assistant U.S. BancorpPrivate Wealth Management - Executive AssistantMinneapolis, MN$24.18–$32.21 / 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. Other duties may include: collects and interprets data to produce reports; conducts special projects; coordinates meetings, conferences, presentations and travel arrangements; and composes correspondence and other documentation as needed.
Manager, Private Equity - Fund Accounting SS&C Technologies Holdings IncManager, Private Equity - Fund AccountingEdina, MN$70,000–$140,000 / yearIn this role, you'll oversee financial reporting, mentor and develop team members, collaborate with clients and internal stakeholders, and drive process improvements to ensure operational excellence and exceptional client service. As a Fund Accounting Manager, you will lead a team responsible for delivering accurate accounting and reporting services for hedge funds, private equity funds, and other investment products.
Senior Private Credit Operations Analyst Daley and AssociatesSenior Private Credit Operations AnalystMinneapolis, MN$95,000–$105,000 / yearAct as the primary point of contact between the firm and custodian banks for private investments, coordinating closings, settlements, and post-settlement activities. Resolve settlement issues, payment discrepancies, and operational challenges by working closely with fund administrators, custodians, and agency teams.
NewSenior Investment Operations Analyst - Private Credit Daley and AssociatesSenior Investment Operations Analyst - Private Creditminneapolis, MN$95,000–$105,000 / yearAct as the primary point of contact between the firm and custodian banks for private investments, coordinating closings, settlements, and post-settlement activities. Resolve settlement issues, payment discrepancies, and operational challenges by working closely with fund administrators, custodians, and agency teams.
Corporate Security Specialist (overnight) Factory Motor Parts Co.Corporate Security Specialist (overnight)Eagan, MNUnder general supervision, this position provides armed security at FMP's headquarters and performs routine security duties to protect individuals, property, and assets across multiple Factory Motor Parts facilities. DUTIES & RESPONSIBILITIES: The Security Specialist will have expertise in the following areas and will be responsible for reporting and communication as directed by the Security Supervisor: Provide physical security and customer service at FMP headquarters and events.
Private Client Banker - Forest Lake - Forest Lake, MN JPMorgan Chase & CoPrivate Client Banker - Forest Lake - Forest Lake, MNForest Lake, MNBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Woodbury Village Center - Woodbury, MN JPMorgan Chase & CoPrivate Client Banker - Woodbury Village Center - Woodbury, MNWoodbury, MNBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
J.P. Morgan Wealth Management - Private Client Advisor - Saint Paul, MN (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Saint Paul, MN (including surrounding areas)Saint Paul, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Private Client Banker-Hudson Badger DR-Hudson, WI JPMorgan Chase & CoPrivate Client Banker-Hudson Badger DR-Hudson, WIHudson, WIBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker-Minnesota Northern Market JPMorgan Chase & CoPrivate Client Banker-Minnesota Northern MarketPlymouth, MNBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
J.P. Morgan Wealth Management - Private Client Advisor - Woodbury, MN (Northern Suburbs area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Woodbury, MN (Northern Suburbs area)Forest Lake, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.