250 results in 54017

Information Technology, Support

Minneapolis, MN
onsite
Temporary
22 - 26 USD / Hourly
We are looking for an IT Service Desk Analyst to join our team in Golden Valley, Minnesota on a contract basis. This role involves providing in-person Level 1 IT support in a dynamic environment where service excellence is a top priority. As part of the Global Shared Services Organization, you will play a key role in enhancing the employee experience through technical expertise and innovative solutions. Responsibilities: • Provide technical troubleshooting and support for laptop hardware, software, and audiovisual equipment in conference rooms. • Research, assess, and resolve incidents and service requests efficiently. • Deliver exceptional customer service while maintaining a customer-first mindset. • Identify opportunities for process improvements to enhance operational efficiency and customer satisfaction. • Manage escalations from external service providers to ensure timely resolution. • Update standard operating procedures and service documentation to reflect current practices. • Monitor and report on key performance metrics to maintain high-quality service standards. • Collaborate cross-functionally to address technical challenges and improve processes.
2026-03-31T00:00:00Z

AR/Credit/Collections Specialist

Edina, MN
onsite
Contract / Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for an experienced AR/Credit/Collections Specialist to join our team. In this role, you will oversee accounts receivable processes, support credit operations, and handle collections efforts to ensure the company maintains a healthy financial position. This is a contract opportunity, offering a pathway to long-term employment. Responsibilities:• Oversee accounts receivable activities and identify overdue accounts requiring follow-up.• Address customer concerns and resolve billing-related issues promptly.• Prepare and submit regular reports detailing the status of unpaid accounts and payment progress.• Process debit and credit memos accurately for customer accounts.• Collaborate with Accounts Receivable Specialists to issue refund checks for customer account credits.• Adjust unapplied deposit credits by issuing appropriate credit memos when necessary.• Maintain accurate records of cash applications and ensure proper allocation.• Utilize aging reports to monitor and manage overdue accounts effectively.• Assist with B2B collections to ensure timely payments and reduce outstanding balances.• Leverage Epicor and Microsoft Excel to streamline accounts receivable operations
2026-04-01T00:00:00Z

TA Specialist- Onsite

Woodbury, MN
onsite
Temporary
32 - 40 USD / Hourly
We are looking for an experienced Healthcare Recruiter to join our team in Woodbury, Minnesota. In this long-term contract position, you will play a pivotal role in driving full-cycle recruitment efforts across various corporate and engineering roles. This opportunity is ideal for someone who thrives in a fast-paced environment and is passionate about talent acquisition. Responsibilities:• Manage the entire recruitment lifecycle, including sourcing, screening, interviewing, and onboarding candidates.• Develop and implement effective sourcing strategies to attract top talent for corporate and engineering positions.• Utilize applicant tracking systems and recruitment platforms to streamline hiring processes and maintain candidate records.• Collaborate with hiring managers to understand staffing needs and provide guidance on best hiring practices.• Build and maintain a pipeline of candidates with relevant experience for current and future openings.• Ensure compliance with all hiring regulations and company policies throughout the recruitment process.• Leverage recruitment tools such as Paradox to enhance efficiency and candidate engagement.• Conduct market research on industry trends to stay ahead in talent acquisition strategies.• Foster strong relationships with candidates to create a positive recruitment experience.• Participate in skilled nursing recruitment efforts as needed.
2026-03-20T00:00:00Z

Senior HR Generalist

New Brighton, MN
onsite
Temporary
40 - 45 USD / Hourly
We are looking for an experienced Senior HR Generalist to join our team in Arden Hills, Minnesota. In this long-term contract role, you'll play a key part in managing employee relations, overseeing HR administration, and facilitating onboarding processes. This position offers an exciting opportunity to contribute to a dynamic organization within the scientific instrument manufacturing industry. Responsibilities: • Provide comprehensive support in employee relations, addressing concerns and resolving issues effectively. • Oversee the administration of HR policies, ensuring compliance and alignment with organizational goals. • Manage onboarding processes to ensure smooth integration of new hires into the company. • Collaborate with recruitment teams to support engineering and corporate hiring needs. • Utilize Dayforce and other HR systems to manage employee data and streamline processes. • Conduct benefit functions and assist employees in understanding their options and resources. • Partner with leadership to develop and implement HR strategies that enhance employee engagement. • Maintain accurate records and documentation for compliance purposes. • Support the development of training programs to meet organizational needs. • Participate in HR-related projects and initiatives to drive continuous improvement.
2026-03-31T00:00:00Z

Financial Analyst/Manager

Saint Paul, MN
onsite
Permanent
85000 - 95000 USD / Yearly
We are looking for a dedicated and detail-oriented Finance Director to join our team in St. Paul, MN. This role is essential in supporting our mission to create equitable learning environments for underserved students and educators by ensuring efficient financial operations and compliance. The ideal candidate will bring expertise in nonprofit accounting, financial analysis, and process improvement to help drive organizational success. Responsibilities:• Oversee daily accounting activities, including general ledger management, reconciliations, and cash flow monitoring.• Prepare and analyze monthly financial statements while maintaining strong internal controls and fraud-prevention measures.• Collaborate with department heads to develop program-level budgets and support the annual budgeting process.• Lead audit preparations and maintain relationships with auditors to ensure regulatory compliance.• Manage payroll processes in partnership with HR, ensuring accuracy and compliance with benefits administration.• Monitor capital project budgets and asset management for audit purposes.• Partner with development staff to track restricted and unrestricted funding, ensuring accurate donor reporting.• Record and reconcile donations, including cash, checks, and gift cards, while maintaining proper documentation for audits.• Support improvements in financial systems and integrations to enhance efficiency and accuracy.• Ensure adherence to nonprofit regulations and grant requirements through meticulous tracking and reporting.
2026-03-30T00:00:00Z

Business Advisor

Edina, MN
onsite
Permanent
90000 - 110000 USD / Yearly
Our CPA firm client is looking for a Tax candidate with 3+ years experience to grow into a Manager role. Great firm with 55 hours during busy season and Fridays off in the Summer. If interested, please reach out to me confidentially on LinkedIn @Jennifer Exsted.
2026-03-10T00:00:00Z

Staff Accountant

Hopkins, MN
onsite
Permanent
65000 - 75000 USD / Yearly
• Collaborate with project manager on accounting aspects of the project from proposal to close out • Validate project proposals, project PO, and internal project setup documents are complete and accurate • Set up and maintain client projects within the project accounting system to ensure accurate billing and financial reporting • Understand types of billing and the specifics of how the information on the invoice should be presented to the client (i.e. cost-plus, cost-plus-to-a-max, lump-sum) • Prepare, review, and submit client invoices on a timely and accurate basis • Review and approve project-related vendor purchase orders and invoices • Conduct frequent project reviews to include validating estimated cost-to-complete calculations, month-end over/under WIP, and project variances • Understand multi-company project postings for revenue and expense • Responsible for project account receivables and collections; researching and resolving cash receipt discrepancies • Understand U.S. sales tax laws as they pertain to professional services and project materials sold • Close out projects upon completion assuring projects have been billed to the extent possible and commitments have been resolve
2026-03-09T00:00:00Z

Accounts Payable Specialist

Minneapolis, MN
onsite
Temporary
24 - 28 USD / Hourly
Robert Half in Minneapolis is seeking an Accounts Payable Specialist! The Accounts Payable Specialist will be expected to handle high volume matching, batching and coding invoices. Other responsibilities include processing expense reports, updating and reconciling sub-ledger to the general ledger and processing checks.
2026-03-31T00:00:00Z

Billing Clerk

Minneapolis, MN
onsite
Temporary
20 - 25 USD / Hourly
Robert Half's Contract Finance & Accounting team is looking for a Billing Clerk to take on an exciting job opportunity! The Billing Clerk will be responsible for creating invoices and credit memos, issuing them to customers and updating customer files. This position is located in Minneapolis. Responsibilities: - Issue invoices to customers- Issue monthly customer statements- Update customer files with issued invoices- Process credit memos- Update the customer master file with contact information- Enter invoices into customer invoicing web sites
2026-03-31T00:00:00Z

Litigation Associate Attorney

Minneapolis, MN
onsite
Permanent
160000 - 180000 USD / Yearly
Robert Half is partnering with a well respected law firm seeking to add a Litigation Associate Attorney. Bring your two to four years of commercial, business, or real estate litigation experience to join talented colleagues advocate for clients in real estate and construction matters. <ul><li>Conduct legal research and analysis including investigating facts, analyzing case precedents, and researching applicable laws and regulations. </li><li>Draft pleadings, motions, complaints, answers, and other legal documents as requests. </li><li>Assist with discovery including managing document production, preparing responses, and conducting & defending depositions. </li><li>Appear in court for hearings and trials; draft and argue motions and conduct trials; attend arbitrations and mediations. </li></ul>Benefits:<ul><li>Bonuses</li><li>401(k) / Profit Sharing Plan </li><li>Paid Parental Leave</li><li>Health Insurance</li><li>HSA/FSA</li><li>Life Insurance</li><li>CLE and Bar Dues</li></ul>
2026-03-13T00:00:00Z

Associate Attorney, Class Action Litigation

Minneapolis, MN
onsite
Permanent
130000 - 200000 USD / Yearly
A leading national law firm is seeking a highly motivated Litigation Associate Attorney with 3+ years of experience to join its Minneapolis office and contribute to a dynamic complex‑litigation practice. This role offers the opportunity to work on impactful, cutting‑edge matters alongside a collaborative team dedicated to meaningful advocacy and client-focused results. About the RoleThe ideal candidate will have a solid foundation in complex or high‑stakes litigation, along with the maturity, judgment, and organizational skills needed to handle a sophisticated, high‑volume caseload in a fast‑paced environment. The firm offers a competitive compensation package commensurate with experience, as well as a discretionary bonus.
2026-03-13T00:00:00Z

Sr. Accountant

Minneapolis, MN
onsite
Permanent
85000 - 95000 USD / Yearly
We are looking for an experienced Senior Accountant to join our team in Minneapolis, Minnesota. This role is integral to ensuring accurate accounting processes, timely financial reporting, and compliance with regulatory requirements. The ideal candidate will demonstrate strong analytical skills, attention to detail, and the ability to manage complex financial data. Responsibilities: • Oversee month-end, quarter-end, and year-end accounting close processes to ensure timely and accurate preparation of financial statements and regulatory reports. • Analyze complex financial data, reconcile accounts, prepare ledger entries, and manage inter-company transactions to maintain financial accuracy. • Conduct property valuations, compile regulatory reporting forms, and support tax filings as needed. • Lead or contribute to special projects such as system upgrades, financial analysis, and process improvement initiatives. • Provide guidance and consultation to internal stakeholders, addressing inquiries on financial reports, account codes, and project statuses. • Develop and deliver presentations, statistical reports, and schedules to management and external parties. • Stay updated on changes in local, state, and federal regulations, ensuring compliance in financial reporting and practices. • Offer training and direction to entry level analysts, fostering their growth and development.
2026-03-12T00:00:00Z

Litigation Paralegal

Minneapolis, MN
onsite
Permanent
65000 - 90000 USD / Yearly
A well‑respected plaintiffs’ litigation firm in Minneapolis is seeking an experienced Litigation Paralegal to join its growing team. This is a full‑time, immediate opening offering a hybrid schedule (2 days onsite / 3 days remote). What Makes This Role UniqueThis firm is known for:<ul><li>Mission‑driven work on impactful national cases</li><li>A collaborative environment with strong mentorship</li><li>High expectations for polished, high‑quality work product</li><li>A culture that values positivity, professionalism, and confidence</li></ul>Responsibilities<ul><li>Conduct factual and legal research for complex litigation matters</li><li>Draft, organize, and review legal documents</li><li>Manage federal court filings and ensure compliance with all requirements</li><li>Maintain detailed client and case information</li><li>Support case teams with organization, deadline tracking, and trial preparation</li></ul>
2026-03-13T00:00:00Z

EUC Engineer

Bayport, MN
onsite
Contract / Temporary to Hire
55 - 64.71 USD / Hourly
I’m partnering with a well-established organization to add an Endpoint / End User Computing Engineer to their IT team. This role will focus on designing, building, and supporting enterprise devices while helping shape the direction of endpoint technology across the environment. This position works closely with senior engineers and architects to improve how devices are deployed, managed, and secured. This person in this position will play an important role in technical decision-making and endpoint strategy. <ul><li>Designing and maintaining enterprise device configurations across multiple operating systems</li><li>Building and packaging desktop images for large-scale device deployments</li><li>Supporting enterprise endpoint management and software deployment processes</li><li>Helping define standards for device security, connectivity, and system management</li><li>Troubleshooting complex endpoint issues and partnering with support teams on resolution</li><li>Contributing to process improvements that enhance efficiency and stability across the environment</li><li>Participating in a rotating on-call schedule for critical support needs</li></ul>This is a great opportunity for someone who enjoys working on endpoint strategy, improving device management processes, and solving complex technical challenges in a large enterprise environment.If you have experience in enterprise endpoint engineering, device imaging, and endpoint management tools, I’d love to connect.
2026-03-26T00:00:00Z

Elder Law Attorney

Edina, MN
onsite
Permanent
90000 - 120000 USD / Yearly
Robert Half is partnered with a well respected law firm in search of a 3+ year Attorney to support a thriving Elder Law practice in the South West Metro of the Twin Cities, Minnesota. This role focuses on elder law transactional and litigation work and offers an opportunity to work in a dynamic environment where attention to detail and a proactive approach are highly valued by its clients. If you have experience in Elder Law/Estate Planning and Civil Litigation and a passion for serving clients with care and expertise, we encourage you to apply. Responsibilities:• Handle elder law litigation cases, ensuring efficient and effective management of legal processes.• Draft motions, briefs, and other legal documents with precision and clarity.• Conduct thorough discovery processes to gather and analyze pertinent information.• Represent clients in civil litigation matters, advocating for their rights and interests.• Collaborate with other legal professionals to develop case strategies and achieve favorable outcomes.• Provide detailed legal advice and guidance to clients on elder law issues.• Manage case files and maintain organized documentation throughout the litigation process.• Stay updated on relevant laws and regulations to ensure compliance and accuracy in legal proceedings.• Prepare for and participate in hearings, depositions, and trials as required.
2026-03-31T00:00:00Z

Customer Service/Call Center Representative

Minneapolis, MN
onsite
Temporary
17 - 19 USD / Hourly
Are you a highly motivated professional with strong communication skills and a passion for delivering exceptional customer service? Our team in Minneapolis is seeking an onsite Call Center / Customer Service Representative to provide outstanding support to our valued customers! Key Responsibilities:<ul><li>Handle inbound and outbound customer calls, ensuring a positive customer experience</li><li>Provide accurate information regarding products, services, and policies</li><li>Resolve customer issues and inquiries efficiently and courteously</li><li>Accurately document all interactions and maintain customer records in our database</li><li>Meet individual and team performance metrics for customer satisfaction, response times, and quality</li></ul>
2026-03-20T00:00:00Z

Technical Support Analyst

Anoka, MN
onsite
Temporary
23.75 - 27.5 USD / Hourly
We are seeking a customer-focused IT Support Specialist to join our team and play a key role in delivering high-quality technical support within a manufacturing environment. This individual will troubleshoot hardware, software, and network issues while ensuring minimal disruption to both office and production operations. This position is located in Anoka, MN, onsite. Responsibilities:Own and resolve assigned IT support issues, ensuring timely resolution aligned with SLAsTroubleshoot hardware, software, OS, and network-related issues across user environmentsProvide remote support for systems and applications using standard toolsEscalate complex issues and collaborate with senior team members when neededPartner with IT leadership to understand user needs, processes, and support strategiesCoordinate with team members to expedite issue resolutionDocument incidents, troubleshooting steps, and resolutions accuratelyContribute to and maintain knowledge base articlesSupport IT projects and infrastructure-related initiatives as assignedParticipate in on-call support rotation as needed
2026-03-26T00:00:00Z

Business Analyst

Saint Paul, MN
remote
Temporary
35.625 - 41.25 USD / Hourly
We are looking for an experienced Business Analyst. This role offers the opportunity to work with a global team and contribute to impactful projects. Responsibilities:• Analyze user requirements, workflows, and procedures to identify opportunities for automation or system improvement.• Collaborate with stakeholders to assess system capabilities and recommend updates or enhancements.• Oversee the testing, maintenance, and implementation of computer programs and systems.• Provide training and guidance to staff and users to ensure effective utilization of systems and tools.• Conduct interviews, surveys, or job observations to understand how data is processed and identify areas for optimization.• Lead efforts to expand or modify systems to meet evolving business needs and improve workflows.• Offer expert advice to clients on information processing and computation requirements.• Deliver constructive feedback and mentorship to team members to support their growth and development.• Facilitate communication within teams, ensuring alignment on project goals and deliverables.• Ensure adherence to Agile Scrum methodologies in project execution.
2026-03-29T00:00:00Z

Senior Associate Trade Operations

Minneapolis, MN
onsite
Permanent
90000 - 110000 USD / Yearly
We are looking for an experienced Senior Associate Trade Operations specialist to take ownership of critical aspects of the trade lifecycle within our centralized trading function. This role focuses on ensuring smooth operations across equities, fixed income securities, and mutual funds. The ideal candidate will bring hands-on expertise in trade settlement, exception management, and operational risk controls. Responsibilities: • Manage the full trade lifecycle, including allocations, settlements, and reconciliations. • Monitor and troubleshoot order execution and allocation flows, resolving issues with brokers, custodians, and internal teams. • Maintain and enhance multi-custodian connectivity and broker relationships. • Address and resolve trade exceptions while implementing robust operational controls. • Provide oversight for workflows that influence trading outcomes. • Ensure compliance with documented processes and support supervisory reviews. • Coordinate corporate actions and proxy-related workflows, focusing on voluntary events and deadline-driven operations. • Operate and optimize trade-away, step-out, and prime brokerage workflows. • Utilize multiple trading platforms and protocols to support efficient operations.
2026-03-23T00:00:00Z

Entry Level Accountant

Saint Paul, MN
onsite
Temporary
20.25 - 23.5 USD / Hourly
If you're looking to find your place in the accounting field, we're looking for Accountant candidates who create spreadsheets in their sleep. Robert Half has an exciting opportunity for an Entry Level Accountant with a highly successful organization in the Twin Cities. This role is responsible for reviewing financial statements with a heavy data entry component. Are you interested in spreadsheet creation and manipulation? You might be a fit for this entry-level temporary / contract to hire position! Major responsibilities:- Facilitating full cycle Accounts Payable and Accounts Receivable processes- Prepare monthly journal entries- Helping with audit fieldwork for both operational and financial audits- Reconciling and balancing general ledger accounts- Researching and correcting account discrepancies- Performing other related duties and participating in special projects as assigned- Data entry *Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment. Please submit your resume and call 651-293-3973 for review and consideration.
2026-03-19T00:00:00Z

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent
70000 - 80000 USD / Yearly
We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.
2026-03-27T00:00:00Z

Controller

Plymouth, MN
onsite
Permanent
125000 - 140000 USD / Yearly
We are looking for an experienced Controller to oversee financial operations and reporting for our organization. This role is critical in ensuring the accuracy and compliance of all financial data while managing the corporate accounting department's daily functions. The ideal candidate will bring expertise in financial analysis, accounting systems, and operational leadership. Responsibilities: • Supervise and guide financial reporting processes to ensure accuracy and reliability. • Maintain compliance with accounting standards, policies, and procedures. • Oversee daily operations within the corporate accounting department. • Analyze financial performance and provide actionable insights. • Manage month-end close procedures and ensure timely completion. • Handle accounts payable functions efficiently and accurately. • Administer corporate credit card programs and monitor related expenses. • Utilize Sage Intacct to improve financial operations and reporting. • Conduct internal audits to identify and mitigate risks. • Support non-profit accounting processes and ensure their proper execution.
2026-03-06T00:00:00Z

Payment/Rent Coordinator

Minneapolis, MN
onsite
Temporary
23 - 26 USD / Hourly
We are looking for a meticulous and organized Rent/Payment Coordinator for a non-profit organization. In this long-term contract role, you will play a key part in ensuring smooth financial operations within our nonprofit organization. This position offers a chance to make a meaningful impact while working in a collaborative and fast-paced environment. Responsibilities:<ul><li>Guide clients through program criteria, application steps, documentation requirements, and court-related processes, both over the phone and in person.</li><li>Walk applicants through local rent assistance websites, offering support and clear explanations.</li><li>Complete and review intake and housing forms to verify client information; obtain and check required supporting documents (e.g., proof of income, housing ledgers, property manager W-9s).</li><li>Maintain familiarity with up to five different grant programs referencing detailed checklists to provide accurate and consistent service.</li><li>Collaborate closely with case managers to process a high volume of applications, moving clients from waiting list to approval efficiently.</li><li>Prepare payment requests and supporting documentation for supervisor approval (checks issued directly to landlords/property managers).</li><li>Communicate with landlords/property managers as needed to validate information and ensure timely payment processing.</li><li>Vigilantly review applications for potential errors or fraud, escalating questionable cases for further review.</li><li>Maintain accurate records, update case notes, and ensure data privacy and security at each step.</li><li>Support overall program operations and ensure a friendly, welcoming environment for all participants.</li></ul>
2026-03-27T00:00:00Z

Tax Manager - Public

Maple Grove, MN
onsite
Permanent
80000 - 140000 USD / Yearly
We are looking for a skilled and experienced Tax Manager to join our team in the Northwest Suburbs. This role is ideal for someone who is detail-oriented, thrives in a collaborative environment, and is passionate about delivering exceptional tax and accounting services. As part of our team, you will play a key role in assisting clients with tax planning and compliance, ensuring accuracy and timeliness in financial reporting. Responsibilities: Handle the preparation and review of advanced tax filings across business entities, individuals, and trusts, ensuring accuracy and completeness. Build trusted client relationships by offering clear guidance and consistently high-quality service. Analyze nuanced tax questions and present practical recommendations to both clients and internal leadership. Partner with senior team members on assurance engagements to support thorough, well-executed deliverables. Lead annual tax provision work and monitor compliance with applicable reporting requirements. Leverage professional tax and workflow software to enhance accuracy, organization, and productivity. Coordinate multiple concurrent assignments, balancing timelines while upholding strong quality standards. Contribute to outreach and growth efforts aimed at attracting new business. Mentor entry level team members through coaching, training, and day-to-day support. Adhere to professional guidelines and regulatory expectations in all work performed.
2026-03-06T00:00:00Z

Sr. Compliance Consultant

Minneapolis, MN
remote
Temporary
63.3365 - 73.337 USD / Hourly
We are looking for an experienced Senior Compliance Consultant to join our team in Minneapolis Minnesota. This is a long-term contract position within the financial services industry, offering an opportunity to contribute expertise to develop and refine financial planning advice models and ensure regulatory compliance. The role requires a proactive individual who thrives in collaborative, cross-functional environments and is dedicated to maintaining the highest standards of fiduciary alignment and attention to detail. This role is ideally a part time position at 20 hours per week. Responsibilities:• Act as a subject matter expert in financial planning, translating organizational decisions into effective, technology-supported advice frameworks.• Collaborate closely with product, design, and engineering teams to review prototypes, refine planning logic, and optimize user experiences.• Assess the quality of financial advice, ensuring compliance with fiduciary standards and financial planning regulations.• Provide actionable feedback to enhance product workflows, methodologies, and planning strategies.• Support pilot programs and testing initiatives by delivering comprehensive financial planning in controlled environments.• Develop and contribute best practices related to financial planning, behavioral finance, and coaching techniques.• Ensure thorough documentation and adherence to compliance requirements and planning assumptions.• Stay informed on industry trends, regulatory changes, and high standards to guide decision-making and product development.• Foster effective communication across virtual, cross-functional teams to drive project success.
2026-03-27T00:00:00Z