Trust Advisor Jobs in Lakeville, MN

Lead strategy and execution for Personal and Corporate Trust businesses, driving asset growth and enhancing client relationships. Influence organizational objectives in a collaborative environment whi...

Lead the charge in managing a vital operational team, ensuring high-quality service and compliance in securities operations while driving team development and mitigating risks across all internal and...

Manage personal trust accounts by collaborating with advisors to develop tailored investment strategies, monitor performance, and ensure fiduciary standards are met while contributing to client retent...

Play a key role in overseeing day-to-day operations of a wealth advisory platform, managing advisor onboarding and compensation, while enhancing client experiences through strategic partnership and op...

Manage a diverse real estate portfolio, driving strategic transaction decisions, conducting market analysis, and overseeing negotiations to maximize asset value and operational efficiency while collab...

Build your career as a financial advisor by helping clients achieve their goals. Leverage award-winning training, develop personalized plans, and manage client relationships while enjoying the flexibi...

Lead impactful retirement planning discussions and presentations to individuals, fostering relationships and achieving financial goals through data-driven strategies while collaborating with internal...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Champion end-to-end execution of complex data platform solutions, leveraging EDB Postgres AI. Collaborate with cross-functional teams to deliver mission-critical projects, ensuring the platform suppor...

Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...

Empower our broker-dealer operations by providing expert supervision and support. Leverage your deep knowledge of regulatory requirements and hands-on experience to drive compliance, streamline proces...

Shape the future of stablecoin issuance by driving strategic market initiatives, collaborating with cross-functional teams, and engaging with institutional partners to maximize go-to-market success an...

Join a dynamic team to manage relationships with high-net-worth clients, offering tailored wealth management solutions. Drive business development through collaborative strategies while ensuring a sea...

Engage in portfolio management supporting Commercial Real Estate clients. Analyze financials, evaluate loan opportunities, and ensure compliance while enhancing client relationships and mentoring team...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Elevate the wealth management experience for high-net-worth clients by seamlessly integrating banking and investment solutions. Leverage your expertise to cultivate relationships, drive growth, and de...

Advance your career by leading enterprise risk management and compliance assurance initiatives. Guide strategic oversight on risk identification, audits, and corrective actions while collaborating wit...

Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...

Join a team that's shaping the future of wealth transition by managing tax strategies, mentoring staff, and optimizing client relationships. Your experience with estate planning and transfer tax will...

Join a team that's committed to delivering tailored financial solutions through comprehensive planning. Collaborate with clients to strategize investment and insurance options while enhancing your ana...

Lead the charge in financial planning excellence by delivering tailored solutions that integrate risk and investment products, ensuring clients achieve their financial goals through strategic insights...

Join a dynamic team where you'll lead enterprise data protection deployments and shape governance practices, driving significant influence in customer success while developing a robust framework for s...

Join us to lead the contract execution process, partnering with Sales and cross-functional teams to ensure compliance, accuracy, and streamlined workflow management for all contract-related documentat...

Elevate your career as a Security Analyst, where you will protect vital systems, analyze security measures, and implement innovative solutions to strengthen information security across the organizatio...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...