Wealth Advisory Strategy & Operations Lead — Equity Eligible
$200k - $250kJobleads-US
Cresset Capital is looking for a Managing Director for its Wealth Advisory team in Minnetonka, Minnesota. This role is crucial for operational excellence and strategic leadership within a top Registered Investment Advisor. The Managing Director will partner with the Advisor Leadership Team to enhance team collaboration, improve client experiences, and uphold high service standards.
The ideal candidate will possess over 10 years in leadership roles in finance, showcasing strong financial acumen and management abilities. A competitive salary of $200,000 - $250,000, alongside a comprehensive benefits package, is offered to the right candidate.
#J-18808-Ljbffr Jobleads-USVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisory Strategy & Operations Lead — Equity Eligible in Minnetonka, MN vacancy
$200k - $250k
...CCM ADMINISTRATIVE SERVICES LLC is seeking a Managing Director to lead operations for its Wealth Advisory team in Minnetonka, Minnesota. This role will focus on operational excellence, client experience, and team development. Ideal candidates will have over 10 years of...Suggested$200k - $250k
...Managing Director, Advisor Team Operations & Strategy serves as the operational... ...business leader for a large, Wealth Advisory team operating within one of the nation's leading Registered Investment Advisors... ...programs. All employees receive equity in Cresset. Equal...Employment EquityFull timeTemporary workWork at officeLocal areaFlexible hours$85k - $105k
...patterns before others do, turn operational complexity into clarity, and... ...support supply continuity strategies Support Continuous... ...qualifications, location, and internal equity considerations. The listed... .... This position is eligible to participate in a performance...Employment EquityPermanent employmentWork at office$112.7k - $193.2k
...Business Performance) Advisory Services Optum Insight... ...executive presence to lead onsite presentations... ...formal industry strategy consulting frameworks... ...recognition programs, equity stock purchase and 401... ...benefits are subject to eligibility requirements). The salary...Employment EquityRemote jobMinimum wageFull timeWork experience placementLocal area$225k - $375k
Role Scope (What Strategy Owns) Market Assessment... ...are confident operating with ambiguity,... ...Investment Themes) Lead development of Optum... ...& Executive Advisory Serve as an enterprise... ...programs, equity stock purchase and... ...contribution (subject to eligibility). All benefits are...Employment EquityFull timeWork experience placementWork at officeLocal areaRemote workShift work- ...Vice President, HR Strategy This role offers the... ...assessments, future-state HR operating model design, HR... ...group, or a human capital advisory practice with at least... ...location. Those in eligible roles may receive commission... ...and/or forfeitable equity, awarded in...Employment Equity
$71.4k - $84k
...Wealth Connect Advisor At U.S. Bank, we're... ...recommendations. This role operates within a team-based advisory model, where client... ...Build confidence leading client... ...recognition programs, equity stock purchase 401(... ...benefits are subject to eligibility requirements). Pay...Employment EquityTemporary workWork experience placementWork at officeLocal area- ...Advisory Services Senior Consultant - EDS... ...digital products, and operational performance... ...mitigation and escalation strategies to minimize... ...proven experience leading change management... ...programs, equity stock purchase and... ...benefits are subject to eligibility requirements)....Employment EquityRemote jobMinimum wageFull timeWork experience placementWork at officeLocal areaWork from homeRelocationHome officeMonday to ThursdayFlexible hours
$100.3k - $172k
..., address issues, and lead dispute resolution processes... ...levels Health plan operations and/or provider... ...contracting components and strategies such as but not... ...responsibility, internal pay equity and external market... ...this position may be eligible for incentive plan compensation...Employment EquityContract workWork experience placementWork at office3 days per weekMedica
Hopkins, MN2 days ago$75k - $100k
...seeking an Associate, Private Wealth Client Services to support a... ...potential to grow into a broader advisory capacity. Key... ...contact for client service and operational needs, delivering a responsive... ...and transportation programs. Equity in Cresset for all employees....Employment EquityFull timeTemporary workWork at officeLocal areaCCM ADMINISTRATIVE SERVICES LLC
Minnetonka, MN4 days ago$89.9k - $160.6k
...for the Planning and Strategy Analyst - Remote role... ...strategic priorities of Optum Operations by providing... ...diverse internal audiences Lead/mentor cross-... ...recognition programs, equity stock purchase and 401... ...benefits are subject to eligibility requirements). No matter...Employment EquityRemote jobMinimum wageFull timeWork experience placementLocal area$112.7k - $193.2k
...responsible for owning the strategy, prioritization, and... ...data science, network operations, actuarial, clinical,... ...Proven experience leading highly matrixed, cross... ...recognition programs, equity stock purchase and 401... ...benefits are subject to eligibility requirements). No matter...Employment EquityRemote jobMinimum wageFull timeWork experience placementWork at officeLocal area$112.7k - $193.2k
...professional to step into a highly visible advisory role where accounting expertise directly influences... ..., incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin...Employment EquityMinimum wageFull timeWork experience placementWork at officeLocal area$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management,... ...facets of hedge fund, private equity fund and mutual fund... ...Management practice, you will lead tax compliance and advisory engagements for hedge fund... ...tax issues, implement tax strategies aligned with client objectives...Employment EquityWork experience placementSummer holidayLocal areaFlexible hoursEY
Minneapolis, MN3 days ago$112.7k - $193.2k
...Director within our Technology Strategy and Operations enablement organization,... ...Primary Responsibilities Lead the design, delivery, and scaling... ...and recognition programs, equity stock purchase and 401k... ...benefits are subject to eligibility requirements). No matter where...Employment EquityRemote jobMinimum wageFull timeWork experience placementWork at officeLocal area$92.82k - $109.2k
...Private Wealth Management (PWM) Private Wealth Advisor... ...management strategies. Partner Advisors have... ...knowledge of departmental operations/policies and U.S. Bank... ...recognition programs, equity stock purchase 401(k)... ...benefits are subject to eligibility requirements). Pay Range...Employment EquityTemporary workWork experience placementWork at office$92.82k - $109.2k
...Private Wealth Advisor Partner At U.S. Bank, we... ...relationship management strategies. Partner Advisors have... ...of departmental operations/policies and U.S. Bank... ...recognition programs, equity stock purchase 401(k)... ...benefits are subject to eligibility requirements). Pay Range...Employment EquityTemporary workWork experience placementWork at office$120k - $140k
...Tax Manager, Transaction Advisory Services The Tax Manager, Transaction Advisory Services... ...overall delivery of the national TAS strategy. Our M&A Tax (TAS) practice services include... ...related to transactions that private equity and strategic corporate entities pursue...Employment Equity$130.3k - $223.4k
Director, Finance Strategy & Chief of Staff Job Category... ...quality and aligned. Operating as a member of the Finance... ...Strategic Advisor Lead execution of high-priority... ..., internal pay equity and external market salary... ..., this position may be eligible for incentive plan compensation...Employment EquityFull timeWork experience placementWork at officeShift work3 days per week$134.6k - $230.8k
...supports Optum's strategy to partner with states... ...technology, and operational challenges... ...leadership, the AE leads multi year account... ..., consulting, or advisory roles supporting... ...recognition programs, equity stock purchase... ...are subject to eligibility requirements). No...Employment EquityRemote jobMinimum wageFull timeContract workWork experience placementLocal area$56.6k - $97k
...provider contracting components and strategies Some conceptual and operational understanding of claims payment... ...and responsibility, internal pay equity and external market salary data. In... ...notice, subject to applicable law. Eligibility to work in the US: Medica does not...Employment EquityContract workWork experience placementWork at office3 days per week$104.55k - $123k
...professionals supporting the Wealth, Corporate, Commercial... ...retail brokerage and advisory services audit plan,... ...of control design and operating effectiveness... ...recognition programs, equity stock purchase 401(k)... ...benefits are subject to eligibility requirements). Pay Range...Employment EquityTemporary workWork experience placementWork at office3 days per week$113.4k - $194.4k
...The Director, Claims Operations oversees end-to-end claims... ...Build and lead a high-performing organization... ...an optimized workforce strategy, including BPO partnerships... ..., internal pay equity and external market salary... ...this position may be eligible for incentive plan...Employment EquityWork experience placementWork at office3 days per week$130.3k - $223.4k
...valued. The Director of HR Operations provides leadership... ..., and at scale while leading and developing a high‑... ..., and evaluate strategies, processes, and initiatives... ...responsibility, internal pay equity and external market... ...this position may be eligible for incentive plan...Employment EquityWork experience placementWork at office3 days per weekMedica
Minnetonka, MN4 days ago$91.7k - $163.7k
...help us advance health equity on a global scale.... ...implementing new technical or operational systems to AI-driven... ...and Experience Strategy leaders, and it involves... ...Responsibilities: Lead Payer Technology Initiatives... ...are subject to eligibility requirements). No matter...Employment EquityRemote jobMinimum wageFull timeWork experience placementWork at officeLocal area$60k - $130k
...UnitedHealth Group, is a leading information,... ...enabled services, advisory, and revenue cycle... ..., confirm patient eligibility and offer copay... ...landscape to inform sales strategy and positioning... ...Proven ability to operate and effectively... ...recognition programs, equity stock purchase and...Employment EquityRemote jobMinimum wageFull timeContract workWork experience placementWork at officeLocal areaWorldwide$92.82k - $109.2k
...Job Description Private Wealth Management (PWM))... ...relationship management strategies. Partner Advisors have... ...knowledge of departmental operations/policies and U.S. Bank... ...-based employment eligibility verification system operated... ...recognition programs, equity stock purchase 401(k)...Employment EquityFull timeTemporary workWork experience placementWork at officeLocal area$60k - $130k
...closely with their Intake, Operations and Nursing peers to achieve... ...) to execute on key selling strategies Be a Problem solver with... ...incentive and recognition programs, equity stock purchase and 401k... ...all benefits are subject to eligibility requirements). The salary...Employment EquityFull timeWork experience placementLocal areaAfternoon shift$115.4k - $197.8k
...executive compensation strategy, governance, and... ...design. This role leads executive pay... ...Partner with VP, HR Operations, Total Rewards, and... ...Analytics & Advisory Support Conduct complex... ...responsibility, internal pay equity and external... ...position may be eligible for incentive plan...Employment EquityTemporary workWork experience placementWork at office3 days per weekMedica
Minnetonka, MN13 hours ago$113.4k - $194.4k
...diagnostic capability, leads large-scale org and... ...Shape Divisional People Strategy Partner with senior leaders... ...data and internal equity dynamics, in... ...decision rights, and operating norms Diagnose complex... ...this position may be eligible for incentive plan compensation...Employment EquityWork experience placementWork at office3 days per weekMedica Services Company LLC
Minnetonka, MN4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisory Strategy & Operations Lead — Equity Eligible. Be the first to apply!
Related searches
- operations lead Minnetonka, MN
- operations leader Minnetonka, MN
- operations tech Minnetonka, MN
- pharmacy operations Minnetonka, MN
- loan operations Minnetonka, MN
- marketing operations Minnetonka, MN
- operations representative Minnetonka, MN
- hr operations Minnetonka, MN
- production operations intern Minnetonka, MN
- service operations leadership development program Minnetonka, MN