Chief Operating Officer, Wealth Advisory Strategy (Minnetonka)
$200k - $250kCresset
Cresset seeks a Managing Director for their Wealth Advisory team in Minnetonka. This role involves operational leadership, strategic business development, and team management to enhance client experiences.
The ideal candidate has at least 10 years of experience in wealth management and strong leadership skills. Cresset offers a competitive salary ranging from $200,000 to $250,000, along with benefits including equity opportunities and comprehensive insurance plans.
#J-18808-Ljbffr$200k - $250k
...winning multi-family office and private investment... ...reimagining the way wealth is experienced. Our purpose... ..., Advisor Team Operations & Strategy serves as the operational... ...for a large, Wealth Advisory team operating within... ...serves as the chief operating partner to...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours- ...highest quality provider of wealth management services to... ...The Bahnsen Group has offices in twelve locations... ...position based in our Minnetonka, MN office. The Tax... ...planning, thoughtful advisory services, and... ...matters, explain planning strategies, and respond to tax-related...SuggestedFull timeWork at office
- ...CLA is seeking a Chief Financial Officer with logistics industry experience to lead our CAAS practice in Minneapolis, MN. You will perform CFO... ...multiple client engagements, shaping financial policy and guiding strategy. Qualified candidates have at least 8 years of relevant...SuggestedFull time
$190k - $300k
...done. We will work together as a team. Location(s) Availability: Eagan, Minnetonka, or Sioux Falls Job Summary: Lead the planning and development of the organization's operational policies and related execution under the direction and guidance of the CEO....SuggestedTemporary workMonday to Friday$190k - $300k
...Chief Operating Officer Compensation: Base Salary $190K - $300K plus bonus Location: Minnetonka, Eagan, Sioux Falls are preferred (Other locations are possible) Lakeside HR... ...with executive leadership to translate strategy into measurable operational outcomes....Suggested- ...Position Summary The Chief Executive Officer (CEO) is responsible for the overall leadership,... ...company's strategic vision while ensuring operational excellence, financial performance,... ...the company's long-term vision, growth strategy, and business objectives. Identify...
$150k - $220k
...Partner with and support the Chief Financial Officer (CFO) in providing company... ...flow modeling, capital strategy, treasury policy, investment... ...and effort are required by operational, regulatory, and stakeholder... ...* Participate as an advisory team member alongside executive...Full timeTemporary workWork at officeWorldwideFlexible hours$280k - $400k
...Senior Associate Vice President for Research Development and Strategy Overview The University of Minnesota seeks an innovative research... ...benefits and additional information is available via the Office of Human Resources website. Applications, Inquiries, and Nominations...Work at officeLocal areaImmediate startShift work- ...University of Minnesota seeks an innovative research leader to serve as the Senior Associate Vice President for Research Development and Strategy (SAVPRDS). Based in Minneapolis, this 100-percent-time professional appointment will report to the Vice President for Research...Full time
- ...effortless giving. The Grateful Giving Foundation is a 501(c)(3) nonprofit. We are seeking individuals to serve on our national Executive Advisory Board and local Giving Leadership Councils around the country. Because we are a new nonprofit, these are volunteer roles, not paid...Local areaRemote work
$124k - $335k
...stringent capital requirements, management of operational tax risks, and tax implications of... ...helping to solve complex business issues from strategy to execution. PwC Professional skills... ...Opportunity As part of the Asset and Wealth Management team you are expected to join...H1bLocal areaOverseas- ...Chief Development Officer (CDO) Job Overview The Chief Development Officer... ..., market growth strategy, and innovation direction... ...team to drive capital operations and optimize resource allocation... ...and financial advisory support, enhancing wealth management efficiency....Full time
- ...strategic, collaborative, and globally minded leader to serve as Chief Operating Officer (COO). The COO will serve as a strategic partner to the CEO... ...its brands. In this role, the COO will oversee operational strategy, infrastructure, and performance. The position also...
- ...Chief Operating Officer (COO) About the Company Innovative provider of rapid manufacturing services Industry Mechanical or... ...defining and executing global manufacturing and fulfillment strategies, leading operations across multiple facilities and regions...
- ...A leading financial services firm is seeking a Chief Development Officer (CDO) to drive business development and strategic growth. The ideal candidate will have a master's degree and over 10 years of senior management experience in finance or fintech. This role offers...Full time
$200k - $285k
...teams, solving complex problems and shaping strategies that reset what’s possible. Sometimes... ...innovation into the market. You operate at the intersection of talent & leadership... ...level of proficiency with the Microsoft Office suite ~ Passionate about leading with...Full timeTemporary workWork experience placementWork at office$45 - $48 per hour
...role in shaping the financial strategy of a growing organization.... ...organizational strategy and operational plans. Drive the long-range... ...tools and Microsoft Office applications to deliver high... ...Contract position based out of Minnetonka, MN. Pay and Benefits...Contract workTemporary workWork at officeRemote work$129k - $224k
...employees and over 130 offices nationwide, We... ...Accounting & Advisory Services) practice... ...looking to hire a Chief Financial Officer... ...driver of, the overall strategy. Drive capital... ...budgets and presents operational metrics. Ensure... ...industry-focused wealth advisory, digital,...Full timeWork at officeLocal areaNight shift- ...CliftonLarsonAllen Wealth Advisors, LLC is seeking a CAAS Chief Financial Officer for its Minneapolis, MN or Milwaukee, WI-based team. The role focuses on CFO functions within client accounting services, driving capital planning, KPI analysis, budgeting, cash flow management...Full time
$33.66 per hour
...seeking talent to join the Global Operations team under the Chief Operating Office (COO) organization for a 2027 summer... ...related to business operations, strategy, execution and transformation initiatives... ...for businesses, institutions, and wealth management clients - ensuring...Rotational programFull timeWork experience placementSummer workInternshipSummer internshipWork at office$130k - $160k
...and single-family office serving three generations... ...services across wealth planning,... ...complexity, planning strategy, and end-to-end ownership... ..., Projections & Advisory Execute... ...individuals, trusts, operating entities, and private... ...Carlson Towers in Minnetonka, with onsite...Work at office3 days per week$88.9k - $168.3k
...and Finance Consulting (AFC) practice with a focus in Financial Advisory. Changing economies, new accounting policies and evolving tax... ...make valuable introductions to others in the firm Develop a strategy to utilize relationships external to the firm with different types...Work experience placementInternshipLocal areaFlexible hours- ...traded digital manufacturing company, to identify their next Chief Operations Officer (COO). Reporting directly to President & CEO, this position... ...manufacturing, fulfillment, supply chain, operational strategy, and manufacturing partner network across internal factories...WorldwideRelocation package
$241.5k - $359k
...will oversee end-to-end supply chain operations across 30 manufacturing locations and... ...SIOP, and EHS. Dual reporting to the Chief Supply Chain Officer and Segment President, the VP ISC will... ...capabilities. Supply Chain Strategy & Transformation: Define and implement...Minimum wageFull timeTemporary workWork at officeLocal areaWorldwideFlexible hours- ...looking to support a growing financial advisory practice? An elite Financial Advisor... ...with Foster Klima is seeking an Operations Manager to lead the operational tasks... ...7, 63/66). Location & Schedule The office is located in Minnetonka. The role offers hybrid work, with 3...Work at office
$117k - $219k
...CliftonLarsonAllen LLP in Minneapolis is seeking a Chief Financial Officer with experience in the nonprofit industry. You'll perform key CFO functions, manage financial strategy, and drive client relationships. The ideal candidate will have 8 years of experience, preferably...Full time- ...Chief Executive Officer Full Time Senior Management – Tower, MN, US FLSA Status: Exempt... ...objective of attaining maximum profit on operations and return on investments. Core Duties... .... Developing Objectives and Strategies: The incumbent must be able to establish...Full timeTemporary workWork experience placement
- ...Description Finance & Accounting Advisory – Managing Director... ...Enjoy the flexibility of office, remote, and client-site work... ...engagements, including engagement strategy, staffing, execution, quality... ...reporting, transaction, regulatory, operational, or finance transformation...Work at officeRemote work
- ...Johns Hopkins Medicine seeks a Chief Administrative Officer for Pathology to lead administrative and operational functions across laboratories and outreach programs. The CAO provides budgets oversight, regulatory compliance, strategic planning, and leadership development...
- ...Minwest Bank in Minnesota is seeking a senior operations leader to plan, develop, and execute operational policies under the CEO. You will align budgets and goals to drive sustainable growth, minimize risk, and deliver consistent customer experiences. As COO, you will...Full time
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