Wealth Management Advisor Jobs in Minneapolis, MN

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...

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 our team to support and enhance investment strategies through research and analysis. Contribute to the investment management process by gathering data, assessing fund managers, and preparing repo...

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...

Champion financial sustainability for public charter schools through advanced modeling and data analysis. Engage clients with tailored recommendations while refining analytical tools to enhance decisi...

Join a team that's dedicated to fostering a positive workplace culture by resolving employee relations issues, coaching leaders, and ensuring compliance with employment laws. Drive proactive strategie...

Unlock potential by deepening client relationships and driving portfolio growth through strategic prospecting and tailored financial solutions. Collaborate with internal teams to enhance client experi...

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

Unlock member potential by delivering tailored tax strategies, leading virtual consultations, and collaborating with financial planners. Focus solely on proactive tax planning to empower informed fina...

Lead the charge in managing research and due diligence for Liquid Alternative investments, overseeing strategy selection, performance monitoring, and engaging with external managers to ensure high-qua...

Lead the charge in enhancing our Partner ecosystem by managing relationships and driving growth initiatives. Oversee onboarding, operations, and support for System Integrators while implementing autom...

Collaborate with leaders and clients to drive innovative financial solutions for Mid-Corporate clients, managing complex transactions and fostering strategic relationships that elevate operational suc...

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...

Champion suitability supervision excellence by leading a high-performing team to ensure compliance with insurance, securities, and investment regulations while mitigating risks and fostering strategic...

Deliver strategic leadership and operational oversight in suitability supervision activities, ensuring compliance with regulatory requirements while fostering accountability, improvement, and risk mit...

Elevate emerging market debt portfolio performance through strategic management, detailed analysis, and cross-team collaboration, ensuring alignment with broader asset allocation while maintaining str...

Elevate your career by leading technical and team excellence in Salesforce. Drive innovation and deliver impactful solutions in the Wealth space while managing stakeholders and ensuring high-quality a...

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...

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...

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...

Contribute to impactful investment analysis and manager selection, enhancing research tools while effectively managing partner relationships and driving cross-organizational projects to support model...

Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...

Drive effective data governance and management practices to enhance compliance and support growth initiatives within Wealth Management, collaborating across teams to elevate data accountability and qu...

Transform financial oversight by managing quarterly statements, regulatory compliance, and capital distribution for Limited Partners. Lead and develop your team while ensuring accuracy in complex fina...