Wealth Management Consultant Jobs in Minneapolis, MN

Drive your career forward by serving private equity clients as a vital partner. Harness your expertise to deliver tailored operational enhancements and guide portfolio companies through critical accou...

Partner with us to drive investment strategies through analysis and collaboration, ensuring data accuracy and efficient portfolio management while enhancing our clients' investment experience effectiv...

Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...

Join a dynamic team to manage and grow commercial banking relationships, driving new business opportunities and ensuring compliance while overseeing treasury management solutions and enhancing client...

Guide small and mid-sized business owners in executing employee ownership sales. Ensure clients understand the financial, legal, and operational impacts, while fostering strong relationships for succe...

Optimize operational processes in Treasury Management by identifying improvements and providing analytical support to enhance service delivery. Collaborate with stakeholders to resolve issues and driv...

Manage client relationships and oversee Global Capital Markets accounts, ensuring compliance, risk management, and exceptional service. Collaborate with internal and external partners to drive sustain...

Transform client engagement and operational strategy to drive retention and growth. Lead a high-performing team across diverse platforms and enhance client experience while ensuring compliance and inn...

Lead diverse equity portfolios to maximize tax efficiency while ensuring alignment with client benchmarks. Utilize quantitative analysis and advanced trading strategies to enhance portfolio performanc...

Lead the charge in enhancing advisor relationships through proactive outreach, product education, and tailored sales strategies, driving growth in Structured Products and Alternative Investments while...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Join a dynamic team as you manage an ABL credit portfolio, driving revenue growth through strong customer relationships and collaborative underwriting. Elevate your career by supporting compliance and...

Unlock potential by driving financial strategy and oversight for capital planning, partnering with leadership to enhance budgeting, forecasting, and reporting processes while mentoring a capable finan...

Lead the charge in delivering tailored software solutions for aviation clients. Utilize your expertise to enhance operational efficiency through effective implementation and configuration of best-fit...

Optimize payment and liquidity solutions for FI and NBFI clients. Lead product strategy, delivery, and governance while collaborating with cross-functional teams for scalable, compliant offerings that...

Lead the charge in managing a diverse portfolio of investment-grade utility loans. Oversee credit underwriting, financial analysis, and risk assessment while mentoring junior team members and fosterin...

Serve as a key expert in underwriting audits and external compliance. Lead audit teams, ensure adherence to best practices, and provide insights on claims analysis while fostering team development and...

Lead the charge in transforming a digital sales organization, collaborating with stakeholders to enhance growth with a focus on technology, training, and strategic relationship building. Drive broker...

Transform your career by leading impactful marketing initiatives in Financial Services. Collaborate with cross-functional teams, develop compelling content, and drive customer engagement to position o...

Bring your expertise to foster strong partnerships with major auction houses, driving strategic growth through data insights, innovative tools, and digital marketing. Collaborate closely with clients...

The Senior Consultant - Workday Financials at Makse Group will empower clients by providing expert Workday solutions that enhance their financial management processes. This role involves supporting da...

Champion exceptional IT infrastructure solutions and end-user services by leading a diverse team that ensures secure, reliable, and scalable technology operations while collaborating with key stakehol...

Drive the future of investment analysis by developing key skills and contributing to a collaborative portfolio management team dedicated to exceptional client service and innovative solutions that pro...

Shape enterprise processes and operating models by analyzing complex business challenges, facilitating workshops, and creating decision-ready artefacts to support strategic initiatives across the orga...

Empower business growth by leading innovative product strategies, defining future offerings, and driving exceptional customer satisfaction. Collaborate cross-functionally to deliver tailored solutions...