Strategic Financial Planner & Client Partner
Northwestern Mutual
Northwestern Mutual is seeking a Financial Planning Specialist to support client relationships by managing financial planning proposals. This position requires a Bachelor's degree and at least 2 years of financial planning experience. Key responsibilities include maintaining accurate client data, running scenario analyses, and collaborating with the Wealth Management Advisor. The ideal candidate will have a Minnesota LAH Insurance license and strong communication skills, along with a commitment to professional development. #J-18808-Ljbffr
- ...Corp in Plymouth, Minnesota is seeking a Sr. Account Manager to service client accounts and support strategies, including managing renewals and client relationships. Responsibilities include strategic planning and project management, ensuring seamless vendor coordination...Suggested
- ...A leading telecommunications company is seeking a Client Partner for Enterprise Sales to craft tailored sales strategies, curate relationships with key stakeholders, and close high-value deals. The ideal candidate will have extensive experience in enterprise sales and...Suggested
$77.2k - $122.3k
C.H. Robinson Worldwide in Eden Prairie is seeking a Senior Financial Analyst who will lead data analysis to support strategic decision-making. This role requires preparing financial statements and collaborating with business leaders to generate value for the organization...SuggestedWorldwideFlexible hours3 days per week$95k - $110k
Wealth Enhancement Group in Plymouth, MN, seeks a Senior Financial Analyst who excels at financial modeling and analysis to drive decisions... ..., forecasting, and collaboration with other departments on strategic initiatives. Competitive salary range of $95,000 to $110,000,...Suggested$72.8k - $130k
...play a vital role in supporting our finance organization. As a Financial Consultant, you will be responsible for key financial processes... ...capital governance standards and senior management guidelines Partner with business and project stakeholders to develop, validate, and...SuggestedMinimum wageFull timeWork experience placementLocal area$145k - $190k
...for an accommodation or an alternative application process. Client Partner 4 days ago Requisition ID: 1286 Salary Range: $145,000.00 To... ...with customer stakeholders to prepare, implement, and execute strategic business plans for each account based upon information acquired...Temporary workFlexible hours$150.7k - $226.1k
...Client PartnerDXC Technology helps global companies run their mission-critical systems... ...week.Overview: We are seeking a client partner to lead and grow a portfolio of enterprise... ...incumbent displacement strategies within strategic accountsPartner with global onsite/...Full timeContract workWork at officeRemote workFlexible hours2 days per week$90k - $150k
...Pearson is looking for a Lead Specialist, Client Partner, responsible for driving growth and strategic outcomes in Saint Paul, Minnesota. This role requires ownership of complex client relationships and collaboration with internal teams to deliver comprehensive solutions...$169.5k - $305.8k
...those who demand quality and value. As a Client Partner, Enterprise Sales, you will be... ...be in technology, software, or telecom strategic solution sales Knowledge, Skills and Abilities... ...Effective at managing account relationships, financial outcomes (reducing churn, additional of...Contract workWork experience placementLocal area$160k - $180k
...transformative change in healthcare. Objective of the Role The Client Partner, Life Sciences is responsible for understanding their... ...Collaborate with cross-functional experts across Datavant in the strategic sales processes from lead generation to close, including...$123.5k - $164.7k
...storage, handling, and logistics. We proudly partner every day with our 225,000 customers... ...Mountain is seeking a highly motivated Client Partner to join our North America Sales... ...Do In this role, you will: Drive Strategic Prospecting and Deal Closure - Own and nurture...Minimum wageContract workFlexible hours- ...Strategic Client Executive, Rx Solutions Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen... ...field offices align with the deliverables from our strategic partners. Your role includes presenting results and recommendations to...Permanent employmentLocal areaNight shift
$145k - $175k
...transformative change in healthcare. Objective of the Role The Client Partner, Ecosystem in Life Sciences is responsible for driving growth... ...customers’ business goals, organizational structure, and strategic initiatives, combined with a consultative, hands-on approach...$115.5k - $222k
...customer needs. Your role is critical to establish us as the premier business partner in your accounts. Understanding and evaluating industry, business and customer trends to build strategic plans that drive sales. Developing deep relationships with your...Full timeTemporary workPart timeWork experience placementShift work$169.5k - $305.8k
...Client Partner, Enterprise Sales At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love... ...that experience must be in technology, software, or telecom strategic solution sales (Preferred) Knowledge, Skills and Abilities...Full timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours- Okta is seeking a Customer Success Executive - Enterprise in Minneapolis, MN to drive growth and retention in our Enterprise Sector. This role involves developing strong customer relationships, designing success plans, and collaborating with internal teams to ensure customer...
$115k - $130k
...Brooklyn Center, MN, is seeking an Associate Director, Business Innovations. In this pivotal role, you’ll act as a key client partner, managing both strategic execution and optimizing internal processes. With 8+ years in digital or consulting, you’ll lead client...- Collaboration.Ai in Saint Paul, MN is seeking a full-time Customer Success Manager to drive customer success and engagement through their product suite. The ideal candidate will manage a portfolio, support customers through onboarding, and facilitate upsell opportunities...Full time
- ...Associate Engagement Manager in Minneapolis, MN, to lead client interfaces in the Financial Services sector. This role requires managing a portfolio... ...through collaboration with delivery teams, and crafting strategic account plans. The ideal candidate will possess strong...
$102.3k - $140k
...count on, and a team that succeeds together. Because at UKG, your work matters—and so do you. About the Role: As a Sr Financial Analyst – Strategic Finance, you will help drive UKG’s most important strategic and financial decisions. You will develop insights, models,...Local areaShift work$60k - $70k
...A leading analytics firm is looking for an Account Manager to build strong client relationships and drive product usage and satisfaction. The ideal candidate will have 1-4+ years of experience in account management, client success, or related fields, with strong communication...- ...Infinite Campus in Minneapolis is seeking a Client Relationship Manager II to manage client accounts, ensuring satisfaction and growth. You will act as a strategic advisor, driving product adoption through effective client engagement. The ideal candidate has 3-5 years...
- ...DXC Technology Inc. is seeking a Client Partner for Healthcare & Life Sciences to manage a diverse portfolio of enterprise accounts. In... ...is a senior role that requires strong negotiation skills and financial acumen. Remote work with travel as needed. #J-18808-Ljbffr...Remote work
- ...based sales and relationship management in Minneapolis. The ideal candidate will manage a portfolio of clients and ensure exceptional experiences through holistic financial solutions. This role requires a minimum of 7 years of relevant experience, preferably with high-net-...
$80k - $110k
Boulay is seeking a Senior Financial Planner to join their Eden Prairie, Minnesota team. This role involves preparing comprehensive... ...financial plans and presentations, managing client relationships, and developing strategic financial recommendations. Candidates should...Flexible hours$150k - $210k
...Job Title: BPO Client Partner - CPG City: Minneapolis State/Province: Minnesota Posting Start Date: 6/8/26 Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building...- U.S. Bank is seeking a Credit Review Specialist in Minneapolis to conduct credit analyses and prepare reports for lending decisions. The ideal candidate will have a Bachelor's degree, typically three years of related experience, and strong analytical skills. This full-...Full time
$30 per hour
...Infosys Limited seeks a Client Partner for their Healthcare vertical based in Minneapolis. The role involves leading client interfaces for a single account or part of a large account valued between $30MM to $50MM. You will manage client relationships, drive business development...$41.71k - $69k
...advice and guidance regarding financial solutions that are in the... ...through various channels with BMO partners to deliver the desired... ...business solutions). Offers clients advice and guidance on available... ...customer conversations to provide strategic advice. Organizes work...Contract workPart timeLocal areaImmediate startDay shift- ...concierge-level delivery of financial services through superior hands... ...for Bank customers. These clients are high-income earners or... ...commercial relationships, including partnering with mortgage expert. Seek... ...and overall contribution to strategic organizational goals....Work experience placement
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