Wealth Management Consultant Jobs in Minneapolis, MN

Transform your career by managing employee benefits for diverse clients. Collaborate with Producers and Executives to deliver exceptional service, analyze plans, and drive compliance while fostering s...

Accelerate progress at a leading investment firm by driving product distribution, enhancing client relationships, and supporting asset retention across institutional retirement markets. Leverage your...

Lead a high-performing team in consultative sales of wealth management, driving business growth and advisor engagement while influencing product strategy and enhancing advisor outcomes in a dynamic fi...

Elevate your career by guiding clients through their financial journeys. Leverage your expertise in investment strategies and relationship building to foster trust and deliver holistic financial solut...

Engage with us to provide expert guidance on fixed-income products and securities servicing. Collaborate with stakeholders to enhance operational processes, ensuring compliance and efficiency in debt...

Champion innovative wealth solutions by advising on product development, compliance, and regulatory frameworks. Collaborate with cross-functional teams to deliver integrated financial offerings that e...

Champion the transformation of Treasury Management by leading a dynamic team, driving strategic initiatives, and enhancing risk management practices to meet evolving industry demands and customer need...

Drive model validation and governance within the Model Risk Management Team, ensuring compliance and sound practices. Collaborate with stakeholders to enhance model integrity and support regulatory re...

Unlock potential by serving as a key finance partner, driving financial insights, forecasting, and reporting for operational leaders. Collaborate to enhance decision-making and ensure financial transp...

Shape the future of executive wealth planning by building strong relationships with clients. Leverage your expertise to deliver tailored financial solutions, collaborating with a dedicated team to mee...

Champion a high-performing team focused on delivering quality fiduciary advice and education. Drive onboarding, coaching, and performance management to enhance team success and participant satisfactio...

Lead the charge in managing a diverse portfolio of Affordable Housing properties, ensuring operational excellence and compliance while fostering strong resident relations and team collaboration across...

Drive strategic ERP and Finance transformations by guiding clients through assessments, technology alignment, and Workday implementations. Leverage your expertise to shape visions, foster relationship...

Accelerate client relationships by managing strategic accounts, driving revenue growth, and expanding service lines. Collaborate with internal teams to ensure client satisfaction and deliver tailored...

Shape the future of tax compliance by leading engagements, ensuring client satisfaction, and mentoring staff. Drive proactive communication and manage resources to deliver high-quality results within...

Partner with us to enhance consultant relationships in healthcare. Drive business growth by cultivating partnerships, optimizing engagement strategies, and aligning internal teams to effectively posit...

Innovate digital experiences by leading cross-functional teams, ensuring successful design, architecture, and operational excellence. Collaborate with stakeholders to deliver solutions leveraging mode...

Drive exceptional client relationships by delivering tailored wealth management solutions. Leverage your expertise to provide bespoke advice, ensuring clients maximize their wealth potential while mai...

Manage tax compliance engagements, ensuring timely service and proactive client communication. Lead a team, review tax work, and maintain expertise in high net worth individual tax matters while drivi...

Shape the future of trust services by leading strategic initiatives, managing partnerships, and driving revenue growth. Collaborate with cross-functional teams to enhance client experiences and delive...

Champion efficient trading processes while managing SMA and UMA trades. Collaborate with clients and sponsors to execute model changes and ensure seamless trade operations. Leverage your analytical sk...

Manage fiduciary and investment accounts, ensuring compliance and risk management. Collaborate with a team to service and retain accounts, leveraging expertise in trusts and estate management to resol...

Lead strategic wealth planning initiatives, collaborating with clients to enhance financial solutions. Drive complex investment strategies and cultivate strong relationships, ensuring client satisfact...

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...

Transform documentation processes by ensuring compliance, accuracy, and accessibility. Collaborate with cross-functional teams to enhance operational efficiency and support seamless integration of doc...