<p>We are looking for a dedicated Client Relationship Manager to join our client's team in Twin Cities. In this role, you will play a key part in supporting our advisors by providing planning and operational support interacting with clients. This position requires a proactive and detail-oriented individual who can manage account tools effectively and deliver exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Become the first point of contact for key clients of the firm</p><p>• Utilize financial planning software to support retirement, education, tax, charitable, estate, or insurance planning.</p><p>• Prepare and manage documentation for client onboarding, transfers, and money movement, ensuring timely submission to custodians.</p><p>• Monitor account activities to confirm proper transfer and tracking of business operations.</p><p>• Develop expertise in custodial platforms to enhance operational efficiency.</p><p>• Handle tasks to effectively support financial operations.</p><p>• Utilize CRM to document tasks and maintain accurate records.</p><p>• Perform various other duties that contribute to the success and growth of the firm.</p>
<p>We are looking for an experienced Client Relationship Manager to join our team in Greater Twin Cities area in Minnesota. In this role, you will support Financial Advisors by providing administrative and sales assistance, ensuring smooth operations and excellent client service. This position is ideal for someone with strong problem-solving skills and a passion for delivering exceptional support in a dynamic, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee all operational aspects related to client management, including paperwork processing and execution of client requests.</li><li>Deliver high-quality service by understanding clients’ individual needs and responding promptly.</li><li>Work closely with Financial Advisors to ensure compliance with company policies and procedures.</li><li>Provide backup coverage for other support staff during periods of high volume or absence.</li><li>Utilize internal computer systems to support client service and drive business efficiency.</li><li>Serve as the main operational resource and first contact for Financial Advisors’ operational needs.</li><li>Draft correspondence such as letters and memos in accordance with established procedures.</li><li>Maintain strict confidentiality at all times.</li><li>Research, resolve, and follow through on complex client account issues until resolution is achieved.</li></ul>
<p>We are looking for a dedicated Financial Advisor to join our team in Greater Minneapolis-St. Paul area. In this role, you will provide personalized financial planning and investment management services to an established client base while collaborating with colleagues in a supportive and team-oriented environment. This position offers the opportunity to build strong client relationships and contribute to their financial success.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement customized financial plans covering areas such as retirement, investment strategies, cash flow management, tax planning, asset protection, and estate planning.</p><p>• Conduct detailed financial analyses tailored to individual client goals, values, and priorities.</p><p>• Prepare for and actively participate in client meetings, ensuring comprehensive follow-up and gradually assuming full management of client relationships.</p><p>• Lead client meetings independently, explaining complex financial concepts and strategies with clarity.</p><p>• Work closely with the Client Service Team to ensure seamless client support and service delivery.</p><p>• Build new client relationships by collaborating with community strategic partners.</p><p>• Contribute to the firm’s collective goals by fostering teamwork and supporting colleagues.</p>
<p>We are looking for an experienced Tax Senior to join our team in Greater Minneapolis - St. Paul area. In this role, you will handle complex tax matters for various entities, ensuring compliance with applicable regulations while providing strategic guidance to clients. This is an excellent opportunity to contribute your expertise in tax preparation and planning within the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Tax Preparation & Review</strong></p><ul><li>Prepare and review advanced tax returns for individuals, partnerships, corporations, estates, and trusts.</li><li>Analyze financial data to ensure accuracy and completeness of all supporting documents.</li><li>Maintain up-to-date knowledge of tax codes and compliance requirements.</li><li>Proactively identify opportunities for tax savings, credits, and deferrals.</li><li>Provide assistance to the internal team during busy tax periods to ensure timely filing.</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Work with clients to gather required documents and clarify any details for tax filings.</li><li>Communicate complex tax issues in a clear and accessible manner.</li><li>Participate in client meetings to review filings, planning strategies, and offer recommendations.</li><li>Identify prospective clients and assist with onboarding as appropriate.</li></ul><p><strong>Collaboration & Team Support</strong></p><ul><li>Collaborate closely with tax team members to deliver consistent, high-quality service.</li><li>Review work prepared by other team members, providing feedback and guidance.</li><li>Work with other internal teams to ensure seamless client service.</li><li>Help identify clients’ additional service needs.</li><li>Assist in developing internal tax policies, procedures, and training initiatives.</li></ul>
We are looking for an experienced Senior Benefits Analyst to join our team in New Brighton, Minnesota. This role offers the opportunity to work in a dynamic service industry environment, where you will play a key part in managing benefits operations and strategies for a large, multi-state workforce. As a Contract to permanent position, this role provides the potential for long-term career growth while contributing to critical organizational objectives.<br><br>Responsibilities:<br>• Ensure the accuracy of eligibility and deduction processes across benefits administration platforms, addressing file feed issues and conducting root cause analysis.<br>• Generate, reconcile, and analyze audits, reports, and dashboards related to eligibility, billing, grievances, and organizational metrics.<br>• Collaborate on the planning and execution of Annual Enrollment, including preparation of materials and smooth implementation.<br>• Support configuration and validation tasks for Annual Enrollment, working closely with the Benefits Manager to ensure successful execution.<br>• Manage vendor relationships for health and wellness programs, tracking service level agreements and ensuring compliance with plan governance standards.<br>• Coordinate contract reviews and manage repositories for assigned vendors, ensuring alignment with legal and business requirements.<br>• Handle complex invoice reconciliation processes, including credits, adjustments, and financial variance analysis in partnership with the finance team.<br>• Lead benefits-related due diligence for mergers and acquisitions, including data collection, plan comparisons, and cost modeling.<br>• Develop and execute change communication strategies for acquisitions and monitor post-close stabilization metrics.<br>• Address escalated team member issues related to enrollment, coverage, claims, and leaves with precision and care, while mentoring entry level analysts on best practices.
We are looking for a skilled Commercial Lending Coordinator to join our team in Apple Valley, Minnesota. In this long-term contract role, you will provide essential support to the commercial lending operations of a financial services company. This position is ideal for professionals with experience in loan administration and insurance tracking who are eager to contribute to the success of a dynamic team.<br><br>Responsibilities:<br>• Perform administrative tasks to support commercial lending operations, ensuring smooth workflow and prioritization of team objectives.<br>• File loan-related documents, including financial statements, into appropriate systems and repositories while maintaining accuracy and organization.<br>• Monitor post-closing items such as recorded documents and titles, ensuring timely follow-ups and resolving delays as needed.<br>• Support loan payoff processing by managing satisfactions, lien releases, and loan relationship closures effectively.<br>• Track expired or past-due insurance certificates, coordinating with insurance agents to update records and maintain compliance.<br>• Ensure accurate documentation of insurance coverage and update systems to reflect current status.<br>• Maintain complete and accurate loan relationship files to uphold operational standards.<br>• Assist with general administrative duties assigned to align with team workload and priorities.<br>• Escalate unresolved issues promptly to ensure timely resolutions.<br>• Collaborate with team members to enhance efficiency and maintain high service standards.
We are looking for an experienced Senior Product Manager to lead the development and lifecycle management of innovative hardware and software solutions. In this role, you will be responsible for defining the strategic vision for critical product lines while coordinating cross-functional teams to ensure successful execution. If you're passionate about creating market-leading products and thrive in a dynamic environment, we want to hear from you.<br><br>Responsibilities:<br>• Conduct in-depth market research to identify industry trends, competitive landscapes, and emerging technologies.<br>• Collaborate with sales, marketing, and business development to uncover customer needs and whitespace opportunities.<br>• Develop and maintain a clear product vision and roadmap aligned with organizational goals and market demands.<br>• Lead all phases of the product lifecycle, including concept development, design, testing, launch, and growth.<br>• Define and prioritize product requirements, ensuring alignment with customer value and technical feasibility.<br>• Coordinate cross-functional teams, including engineering, design, operations, and supply chain, to deliver high-quality products.<br>• Manage project budgets, schedules, and scope to ensure on-time delivery within cost targets.<br>• Oversee compliance, certification, and quality assurance processes for hardware and software products.<br>• Create go-to-market strategies and collaborate with commercialization teams to drive product adoption.<br>• Monitor product performance post-launch, leveraging customer feedback and data to identify opportunities for improvement.
Position: Product Manager - Digital Transformation - Mobile Platform<br>Location: Remote <br>Salary: $110,000 - 125,000 base + bonus + excellent benefits<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br><br>Remote | Full-Time | High‑Visibility Build Role<br>Do you want to help build something from the ground up—inside an organization with the strength, credibility, and funding of a national industry leader? This is your chance to shape a brand‑new digital product that will redefine how millions experience real estate, mortgage, title, and insurance services.<br>We’re assembling an elite, remote‑first product and engineering team to launch a mobile‑first, 0→1 platform in a company that’s been a dominant brick‑and‑mortar success for 25 years. Think startup energy + enterprise stability + full executive sponsorship.<br>And we’re just getting started.<br><br>Why This Role Is Special<br> • True Greenfield Build — No legacy product. No MVP released yet. You’ll help define Version 1, shape the roadmap, and influence design decisions from day one.<br> • Startup Pace With Enterprise Backing — Innovation mindset, no funding risk, and direct support from executive leadership and a Fortune‑level CTO.<br> • Massive Industry Impact — subsidiary of a fortune 500, End‑to‑end financial services ecosystem. The product you build will touch every part of the consumer journey.<br> • A-Level Team — Carefully selected engineers, product leaders, and designers who are humble, hungry, smart, and ready to make history.<br><br>What You’ll Do<br>As a Product Manager on this newly formed digital team, you will be responsible for bringing clarity, structure, and execution discipline to a high‑velocity environment.<br>You will:<br> • Translate strategic vision into actionable product plans and customer‑centric experiences<br> • Own your feature area—roadmap, backlog, user stories, acceptance criteria<br> • Run discovery, interviews, data analysis, and funnel optimization<br> • Partner tightly with UX, engineering, DevOps, and data teams<br> • Drive Agile ceremonies with clarity and purpose<br> • Work with internal business units and external vendor partners<br> • Track outcomes, measure product performance, and iterate quickly<br> • Elevate the voice of the customer in every decision<br>This is a builder role. You’ll make tradeoffs, drive decisions, influence design, and remove ambiguity in a fast-moving environment.<br><br>You’ll Thrive Here If…<br> • You love 0→1 product work—and aren’t afraid of ambiguity<br> • You think in terms of MVP first, scale next<br> • You move fast, learn fast, and iterate even faster<br> • You’re energized by cross-functional collaboration<br> • You care deeply about customer experience and data-driven decisions<br> • You want your work to have visibility, impact, and longevity<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
