Investment Advisor Jobs in Minneapolis, MN

Provide educational seminars and financial guidance, expanding local market presence. Leverage internal resources to build trust, convert leads, and scale client relationships while enhancing personal...

Join a team that's transforming alternative investment strategies by engaging advisors and enhancing client relationships through expert product support, collaboration, and insightful education in a d...

Lead the charge in shaping alternatives investment strategies to empower financial advisors. Collaborate within a dynamic team to deliver insightful market analysis and enhance client portfolio recomm...

Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...

Elevate client satisfaction by providing tailored financial solutions, driving business development, and implementing strategic initiatives for comprehensive wealth management in collaboration with a...

Unlock potential by providing financial planning and investment advice, collaborating with a dynamic team to meet client needs. Drive new business growth through strategic sales efforts and foster lon...

Transform client relationships by preparing essential portfolio materials, coordinating communication between clients and portfolio managers, and ensuring timely processing of transactions to enhance...

Provide expert portfolio management and advisory services, guiding equity investments while collaborating with financial advisors to optimize client outcomes. Drive investment strategy and deliver act...

Join a team that's committed to compliance excellence, driving operational effectiveness and risk management across multiple functions. Influence decision-making and foster continuous improvement in a...

Deliver custom credit solutions for private capital and hedge funds. Lead complex underwriting, analyze financial profiles, and negotiate tailored financing. Collaborate with stakeholders to enhance c...

Shape investment strategy and portfolio outcomes by conducting in-depth market research and analysis while collaborating with a dynamic team to enhance institutional asset management practices...

Join a team that's enhancing trade efficiency in SMAs. Drive trade order management, collaborate with sponsors, and support model changes, ensuring timely execution and client satisfaction while mitig...

Manage daily private asset fund operations, engaging in investment analysis, accounting, GAAP audits, and compliance, while fostering collaboration and continuous improvement within the team to suppor...

Join a team that provides comprehensive financial planning and guidance for multi-generational families. You'll develop personalized strategies, coordinate with advisors, and enhance relationships to...

Lead the charge in transforming advisor marketing strategies and solutions, enabling advisors to deepen client relationships and achieve sustainable growth. Oversee in-house teams and develop impactfu...

Accelerate progress at a leading insurance company by overseeing U.S. GAAP and statutory financial reporting for investments. Collaborate with teams to enhance processes, ensure regulatory compliance...

Help us expand our strategic distribution efforts in the wealth management ecosystem by developing critical relationships and driving adoption of investment solutions across key platforms in the Midwe...

Unlock exceptional client experiences by serving as a trusted advisor, nurturing relationships and enhancing service delivery. Lead strategic client interactions, optimize operational processes, and m...

Manage a portfolio of Commercial Banking relationships, overseeing loan monitoring, underwriting, and ensuring compliance to enhance client satisfaction and mitigate risks in financial services...

Lead the charge in expanding investment advisory services for fiduciaries. Build strong client relationships, drive growth, and collaborate cross-functionally to deliver tailored solutions for complex...

Transform client experiences by driving business development, fostering relationships, and delivering integrated financial solutions. Collaborate across teams to enhance service offerings and achieve...

Join a dynamic team managing fiduciary investments, developing strategies to meet client financial goals, and driving portfolio performance within a collaborative wealth management environment...

Empower investment strategies by leading due diligence efforts across public and private markets. Analyze managers and risks to inform investment recommendations and contribute to the broader research...

Champion the financial reporting and operational oversight of mutual funds, ensuring robust controls and compliance while collaborating with third-party service providers and board members to enhance...

Grow customer engagement by enhancing digital rollover and conversion experiences in wealth solutions. Collaborate with cross-functional teams to deliver impactful product strategies and improve finan...