UHNW Private Banker & Deal-Team Leader
Bank of Montreal
Bank of Montreal in Minneapolis seeks a senior Wealth Sales & Service professional to develop, manage, and grow a portfolio of high-net-worth clients. You will design credit and tax-favorable structures and lead deal teams to meet client needs with expert service and personalized interaction. The role requires a strong track record in relationship management, credit knowledge, and strategic planning, with the ability to collaborate across branches and regional teams while adhering to risk and #J-18808-Ljbffr Bank of Montreal
$77k - $202k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide... ...technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality work even when the path forward...SuggestedFull timeH1b$102k - $190k
...collaboratively in the branch and regional teams to identify and make referrals.... ...visibility in the marketplace.Works in a deal team environment using planning-based approach... ...banking needs.Makes recommendations to senior leaders on strategy and new initiatives, based on...SuggestedContract workPart timeLocal areaShift work$102k - $190k
...collaboratively in the branch and regional teams to identify and make referrals.... ...visibility in the marketplace. Works in a deal team environment using planning-based approach... .... Makes recommendations to senior leaders on strategy and new initiatives, based on...SuggestedPart timeShift work$205k - $260k
...along with a comprehensive benefits package including health insurance and a 401(k) plan. In this role, you will work on diverse finance transactions and take significant responsibility for deal management and client interaction. #J-18808-Ljbffr Greenberg Traurig, LLPSuggestedFull time$170k - $225k
TwinThread is seeking a Private Banker (Vice President or Executive Director) in Minneapolis, MN, to provide exceptional financial advisory services to clients. The role involves managing client relationships, generating business, and advising on wealth management strategies...Suggested- ...Minneapolis with a hybrid schedule. You will represent lenders and borrowers in complex financing, draft and close syndicated and portfolio deals, and advise on secured transactions with emphasis on UCC Article 9 and bankruptcy issues. The role requires 3+ years of relevant...Work at office
- Associated Bank is seeking a Commercial Banking Team Leader to oversee a dynamic team focused on... ...quality while leading high‑impact deals in the Minneapolis region. You will coach... ...and cross‑selling Treasury Management, Private Banking, and #J-18808-Ljbffr Associated...
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...proven Store Director to drive performance across Sales, F&I, and Fixed Operations. You will desk and close deals, build traffic from the CRM, and lead a high-energy team toward sustainable profitability. The right candidate has 5+ years in automotive management, experience...
- ...education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the...Immediate startAfternoon shift
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative... ...you. You will be working alongside a team of talented colleagues from other... ...spans over 200 years and today we are a leader in investment banking, consumer and small...Temporary workWork experience placementLocal area
- ...Ideal candidates will have 2+ years of M&A or general corporate experience, a JD from an accredited law school, and bar admission. The position entails leading due diligence, drafting agreements, and coordinating with senior attorneys on complex deals. #J-18808-Ljbffr LHHRemote workFlexible hours2 days per week
$205k - $260k
GT Restructuring in Minneapolis, Minnesota, is seeking a junior to mid-level Associate for their Corporate Finance Practice. The role offers a competitive salary range of $205,000-$260,000 per year, along with an excellent benefits package. Ideal candidates will have 3-...Full time- ...documents and negotiating with opposing counsel, collaborating with our team to close transactions. Ideal candidates have 3+ years of debt financing experience, familiarity with acquisition financing and private equity M&A, excellent writing and analytical #J-18808-Ljbffr...
- ...seeking an Associate Wealth Advisor I to deepen client relationships and grow their practice with the support of a unified in-house team of experts. You will deliver comprehensive financial planning analyses while supporting the Senior Wealth Advisor’s scalable book of...Remote job
$102k - $190k
...HNW) and ultra-high-net-worth (UHNW) clients, delivering a... ...Coordinates multi-disciplinary teams to craft and execute creative... ...Makes recommendations to senior leaders on strategy and new initiatives... ...Planner is preferred.Experience dealing with HNW clients and equivalent...Full timeContract workPart timeLocal areaShift work- Associated Bank is seeking a Commercial Banking Team Leader to oversee a high‑performing group... ...Banking segment. You will lead deal teams, drive new business, manage credit... ...expand cross‑selling of Treasury Management, Private Banking, Wealth, and International services...
- ...Associated Bank - Corp is actively seeking a Commercial Banking Team Leader to oversee business development and relationship management... ...crucial for driving new client acquisition and managing high-impact deals. Join us to contribute to a broader commitment to community...
$126.63k - $217.08k
...all new hires. The Commercial Banking Team Leader oversees a team focused on business development... ...solutions. You’ll lead high‑impact deals, develop talent, and help grow market... ...wallet by cross‑selling Treasury Management, Private Banking, Wealth, International, and...$59k - $63k
...from various staff colleagues and volunteer leaders Coordinate with staff colleagues on... ...Update webpages as needed General Office and Team Support Duties Update homepage and other... ...people. Resilience and even temperament in dealing with unexpected challenges. Takes...Work experience placementWork at officeLocal areaWeekend work- ...relationships and grow practice with in‑house specialists. You will deliver comprehensive financial planning analyses and leverage the team to advance client goals, while developing ownership and responsibilities over time. The role emphasizes fiduciary client outcomes,...
- Houlihan Lokey, a leading global investment bank, is seeking a Vice President in the Industrials group in Minneapolis. You will lead on M&A sell-side transactions, manage multiple workstreams, and contribute to growth through client development and strategic advisory. Ideal...
- ...drive process improvements across the practice. The role emphasizes leadership, mentorship, and cross-functional collaboration with Assurance and Tax teams, with opportunities to shape strategies and client relationships in a dynamic #J-18808-Ljbffr CliftonLarsonAllen
$52k - $55.68k
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- Orionplacement is looking for a finance professional in Minneapolis, MN to manage complex commercial finance transactions. You will represent institutional clients, analyze bankruptcy considerations, and collaborate with colleagues. The ideal candidate has over 3 years ...
$205k - $260k
...credit facilities, acquisition financings, and private credit facilities. Candidates should have... ...be diligent, proactive, supportive and team oriented and possess a strong academic... ...to take on significant responsibility for deal management, client interaction and work product...Full timeTemporary workFlexible hours- JPMorgan Chase in Minnesota seeks a Private Client Banker to manage and deepen banking relationships with a select group of affluent clients and other customers in the branch. You will leverage a proactive, advice-based approach to grow balances and help clients meet financial...
$158.31k - $193.49k
...Revenue Cycle Advisory and Solution Engineering Team Lead reports to the PMI Healthcare Head... ...support client growth objectives, complex deal pursuits, and long-term product strategy... ...content that position U.S. Bank as a leader in healthcare payments, treasury management...Full timeLocal area- ...Reinvention practice helps CFOs and finance leaders transform their organizations into engines... ...mentoring the cross-functional practice team, develop, maintain and continuously improve... ...Partner resources to align, manage the deal mechanics aligned to Accenture business pursuit...Full timeContract workWork experience placementLive inWork at officeLocal area
$192k - $307k
...experienced, entrepreneurial, and progressive leader to drive our Healthcare (provider, payer,... ...together diverse Slalom capability teams to address client business challenges with... ...Drives business development and complex deals, cultivating relationships within Slalom...Temporary workWork at officeLocal areaRemote work
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