18 results for Relationship Manager in Minneapolis, MN

Relationship Manager We are in search of a Relationship Manager to join our team in the financial sector, based in Twin Cities. The role involves providing comprehensive client services, with a keen focus on maintaining client relationships and managing investment accounts. Responsibilities:• Uphold and manage client relations effectively and professionally• Provide internal support to the office in various financial planning processes• Offer assistance to team members unprompted, fostering a collaborative work environment• Adhere to all policies, procedures, and compliance requirements within the financial industry• Actively participate in sharing ideas and information on firm roles, responsibilities, and systems• Swiftly resolve issues and admit to mistakes without delay• Maintain a client-centric approach in all tasks, demonstrating an unwavering commitment to customer service• Manage investment accounts and provide financial planning advice to clients• Utilize Microsoft Excel, Word, and Outlook for various tasks and communication• Handle Investments and provide client support. If you are interested in joining a growing firm and further develop your career in financial advisory, please message Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided.

Commercial Lending Relationship Manager We are offering an opportunity for a Commercial Lending Relationship Manager to join our clients commercial banking team in the Twin Cities. This role is critical in establishing new banking relationships with various entities including corporations, partnerships, and not-for-profit organizations. You will be expected to have comprehensive knowledge of all commercial products and services. This role also involves a significant amount of time spent out of the office, visiting existing clients and developing new business. This position will offer you an existing portfolio of commercial banking clients to kick off your career with the bank. If you are interested in joining this well established locally owned commercial bank please reach out to Douglas Rickart on LinkedIn or call Doug at 612-249-0330. REF 02310-0013079042 Responsibilities:• Develop and maintain relationships with corporations, partnerships, and individuals conducting business• Financial Statement Analysis• Facilitate the personal interaction of the Commercial Banker with the customer/prospect to match the product and service with the customer's identified needs• Maintain a thorough understanding of the business/industry of the customer• Evaluate the amount of risk involved in entering into a relationship with customers• Ensure all loans are administered within legal and regulatory requirements• Actively participate in community organizations that meet our community social responsibility requirements• Monitor customer accounts and take appropriate action when necessary• Resolve customer inquiries efficiently and effectively• Maintain accurate customer credit records.

Relationship Manager Job Description: Financial AdvisorSummary:The primary responsibility of the Financial Advisor is to enhance the quality and timeliness of services provided to clients. This includes managing client relationships independently or with guidance from more experienced advisors. The role involves formulating and implementing financial advice while utilizing team members and strategic partners to develop recommendations. Essential Duties and Responsibilities:To successfully perform in this role, the Financial Advisor must execute the essential duties efficiently and accurately. Duties may evolve as needed by management. Key responsibilities include, but are not limited to:Trading and Monitoring Transactions:<ul><li>Execute trades on a discretionary basis through institutional platforms.</li><li>Provide backup trading support as required.</li><li>Initiate money movements based on client requests and trade requirements.</li><li>Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards.</li><li>Execute trades and rebalancing in non-discretionary accounts, including variable annuities and education savings plans.</li></ul>Client Service and Communications:<ul><li>Conduct financial reviews with clients through virtual, phone, or in-person meetings.</li><li>Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies.</li><li>Provide target allocations for externally held retirement plans such as 401(k) and 403(b) accounts.</li><li>Prepare performance reports for annual client review meetings.</li><li>Support and learn methods for creating client financial projections.</li><li>Monitor capital gains/losses and contribute to tax-efficient planning strategies.</li><li>Assist with year-end tax planning activities.</li><li>Stay current on advanced topics such as tax, retirement planning, insurance, and estate planning techniques.</li><li>Implement planning strategies discussed during client review meetings.</li></ul> Operational Support:<ul><li>Suggest new ideas or process improvements to enhance team operations.</li><li>Learn business processes and compliance systems, providing backup support as necessary.</li><li>Update client information, including contact details and life changes, in CRM systems and platforms (e.g., Salesforce, eMoney).</li></ul>Additional Responsibilities:<ul><li>Adhere to company policies as outlined in the Employee Handbook.</li><li>Utilize PCs, the Internet, email, and Microsoft Office applications daily.</li><li>Maintain flexibility in working effectively from both the office location and remote environments.</li></ul>This role provides an opportunity to contribute to client success while growing knowledge in financial planning, taxation, and investment management. Flexibility, teamwork, and attention to detail are key to excelling in this position.

Client Account Manager Robert Half is looking for an experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal candidate will have an exceptional understanding of financial planning, investment strategy, and confidence in conveying client objectives to the team. This role offers an attractive salary of up to $95K annually, plus bonuses and benefits.Key Responsibilities:<ul><li>Establish and maintain strong, trusting relationships with high net worth and corporate clients.</li><li>Understand, articulate, and work towards client goals and objectives.</li><li>Collaborate with the team to design effective financial and investment options to meet client goals.</li><li>Maintain high levels of confidentiality and sensitivity in managing client information.</li></ul>

Digital Marketing Manager We are introducing an exciting opportunity in the Manufacturing industry, based in Minneapolis, Minnesota. The role is for a Digital Marketing Manager who will be a part of our dynamic team. The workplace is a 5 day per week on-site role. Responsibilities: • Lead the strategic analysis and reporting of digital customer journeys • Ensure the optimization and accuracy of data management • Foster cross-functional collaboration with a focus on increasing ecommerce conversions and website traffic • Develop robust tracking solutions and navigate privacy regulations • Manage marketing analytics tools and maintain data accuracy • Direct the creation of dashboards and data visualization • Spearhead A/B testing and tagging initiatives • Oversee a team and maintain budget accountability • Collaborate across web, digital marketing, and IT teams to enhance digital experiences and customer acquisition • Ensure brand awareness and consumer awareness through effective campaign planning.

Sr. Financial Analyst We are on the lookout for a meticulous Sr. Financial Analyst to join our team in the manufacturing industry, based in Saint Paul, Minnesota. As a Sr. Financial Analyst, your duties will involve providing comprehensive financial reports, working closely with finance and business management and supporting the organization's growth through various analyses and projects. Responsibilities: • Delivering analytical support by developing and maintaining Key Performance Indicator (KPI) reporting. • Conducting financial analysis to identify trends, risks, and opportunities that influence company performance. • Collaborating with cross-functional teams to evaluate the financial impact of business initiatives. • Assisting in the preparation of presentations for senior management and stakeholders. • Creating financial models to project the financial implications of capital projects, including ROI and cash flow impacts. • Supporting the development of the annual budget and long-term financial plans. • Analyzing cost structures and recommending cost-saving measures to enhance profitability. • Preparing and presenting monthly, quarterly, and annual financial reports for management and stakeholders. • Monitoring performance and identifying areas for improvement by developing KPIs for vital department metrics. • Participating in ad hoc financial analysis and projects as required.

Credit Analyst We are creating an opportunity for a diligent Credit Analyst to be a part of our team based in Bloomington, Minnesota. In this role, you will be tasked with the management of customer accounts, the processing of credit applications, and the maintenance of accurate customer records. You will also be entrusted with the resolution of customer inquiries and the consistent monitoring of accounts, ensuring timely actions are taken when necessary. Responsibilities: • Efficiently process and manage customer credit applications • Maintain precise records of customer credit details • Resolve customer inquiries promptly • Monitor customer accounts regularly and take appropriate actions when needed • Assist in the generation of weekly, monthly, and quarterly reports on accounts receivable aging, cash flow, and collections performance • Maintain detailed records of communication and collection efforts • Handle the completion of Lien Waivers and Vendor ACH forms • Utilize Accounting Software Systems, ADP - Financial Services, CRM, and ERP - Enterprise Resource Planning for optimal performance • Apply knowledge of Accounts Receivable (AR), Cash Flow Analysis, Collection Processes, and Credit in daily tasks • Process credit applications ensuring all procedures and controls are adhered to.

Corporate Attorney We are partnering with a mid-sized prestigious law firm in the Twin Cities Metro seeking an experienced Corporate Attorney. The ideal candidate will have 10+ years' experience handling both traditional and complex transactions, including corporate finance, mergers and acquisitions, closely held business structuring, and tax planning. This is an excellent opportunity for an attorney looking to join an established practice and further develop their expertise. Whether you're coming from private practice or an in-house legal role, this is the ideal position for those seeking to advance their career with a top-tier firm. Key Responsibilities:<ul><li>Advise clients on medium and large mergers & acquisitions, including due diligence, structuring, negotiation, and closing.</li><li>Represent growth-stage entities in various corporate matters, including financing and governance.</li><li>Handle private placements and financing transactions, including equity, debt, and mezzanine financing.</li><li>Structure and restructure debt and equity transactions, ensuring compliance with legal and regulatory requirements.</li><li>Manage sale-leaseback transactions and advise clients on private equity matters.</li><li>Draft, review, and negotiate transactional documents to facilitate smooth closings.</li><li>Provide strategic guidance on closely held business structuring and tax planning considerations.</li></ul>

Customer Service Representative We are in the process of hiring a Customer Service Representative based in Shakopee, Minnesota. The role is pivotal to our operations in the sector, providing a unique opportunity to those interested in a long term contract employment opportunity. The job requires a keen focus on customer service and account management. Responsibilities • Efficiently handle and resolve customer inquiries • Monitor customer accounts and execute appropriate actions • Process applications for customer credit with precision • Ensure the upkeep of accurate records pertaining to customer credit • Provide exceptional customer service at all times

Senior Executive Assistant Our client, a reputable organization based in Minneapolis, is seeking a highly skilled and dedicated Senior Executive Assistant to provide comprehensive support to their dynamic and fast-paced CEO. This role requires a professional who can anticipate needs, manage competing priorities, and maintain a high level of discretion while ensuring the CEO’s time and efforts are focused on strategic business objectives. If you thrive in an executive-level administrative role and are looking for a challenging, rewarding opportunity, we want to hear from you! Key Responsibilities: Executive Support: Serve as the primary point of contact for the CEO, managing correspondence, scheduling, and travel arrangements to ensure alignment with organizational priorities. (Source: US Demand for Skilled Talent Q1 2025.pdf) Calendar Management: Proactively manage and coordinate complex calendars, balancing internal and external meetings, priority deliverables, and personal commitments. Communication Management: Screen and prioritize emails, calls, and documents on behalf of the CEO. Draft, proofread, and edit correspondence with impeccable accuracy. Meeting Coordination: Prepare agendas, presentations, briefing materials, and follow-up items for executive meetings. Take detailed meeting notes and manage the tracking of action items. Project Management: Support special projects by conducting research, gathering data, and preparing reports or presentations. Work cross-functionally with internal teams as needed. Travel Management: Plan and coordinate domestic and international travel arrangements, ensuring all logistics and itineraries are handled seamlessly. Relationship Management: Build and maintain relationships with board members, stakeholders, clients, and staff while representing the CEO professionally and respectfully. Confidentiality and Discretion: Handle sensitive information with the utmost confidentiality and professionalism.

Director of Logistics The Director of Logistics will lead and optimize logistics operations while overseeing end-to-end project management, team leadership, and client relationship management. This position will focus on driving efficiency, improving processes, and contributing to revenue growth and cost reduction. The ideal candidate will have a strong background in 3PL, distribution, fulfillment, and supply chain management, with proven expertise in carrier relations, routing, and procurement. Responsibilities:<ul><li>Provide leadership by mentoring and motivating team members to achieve project goals and meet key milestones.</li><li>Oversee daily workload distribution, ensuring appropriate coverage and prioritization of tasks.</li><li>Demonstrate financial acumen by creating and presenting reports on project financials, including budgets, forecasts, and margin optimization.</li><li>Oversee vendor and carrier relationships, negotiating contracts and ensuring timely, cost-effective delivery of goods.</li><li>Ensure accurate fulfillment and distribution, oversee inventory process, including daily analysis, inbound and outbound management, and discrepancy resolution.</li><li>Own the full project lifecycle, including onboarding, planning, execution, and completion of multiple simultaneous projects.</li><li>Manage project scopes, timelines, budgets, and deliverables while proactively addressing scope changes and risks.</li><li>Lead internal and external project meetings, providing clear updates on progress, challenges, and solutions.</li><li>Create and maintain project documentation, including processes, procedures, and reporting.</li><li>Identify and implement strategies to enhance operational efficiency, reduce costs, and optimize performance.</li><li>Act as a key liaison with executive leadership, providing regular updates on department performance and strategic initiatives.</li><li>Foster collaboration across departments to align logistics operations with overall business objectives.</li></ul>

Property Administrator We are currently seeking a Property Administrator to join our team in Little Canada, Minnesota. This role offers a contract to hire employment opportunity. The successful candidate will play a crucial role in handling customer relationship management and administrative tasks to support our team. Responsibilities:• Professionally and promptly handle incoming calls, demonstrating excellent telephone etiquette• Exhibit self-motivation and flexibility in job growth, with a positive and outgoing personality• Use Microsoft Suite including Excel, Word, and Microsoft Outlook for various administrative tasks• Demonstrate expertise in residential property management, including residential homes and real estate• Display strong communication skills to effectively interact with residents and team members• Manage multiple phone lines, ensuring all calls are answered and directed appropriately• Contribute to the overall positive and relaxed atmosphere of the property administration office• Show adaptability and willingness to perform tasks as a rental agent when required• Maintain accurate records and reports related to residential properties.

Return-to-Work Accommodations/ ADA Specialist (REMOTE) **TEMPORARY 6 MONTHS **REMOTE We are seeking a dedicated and detail-oriented Return to Work Accommodations Specialist to join our HR team temporarily. In this role, you will be instrumental in facilitating the smooth transition of employees returning from leave, ensuring compliance with applicable laws while providing thoughtful support during their reintegration into the workplace. <ol><li>Accommodations for people coming back from leave</li><li>Pre-employment accommodations- rights for ADA/policies</li><li>Understands HR and the business</li><li>Relationship skills with the managers, HR and site safety</li><li>Workers compensation return to work matters</li><li>Return to work- reviewing forms- knowing when to ask questions</li><li>Able to see when their could be red flags</li><li>Case management- high volume- 100-125 cases managing, emails, phone calls</li></ol>

Paralegal Supervisor We are seeking an experienced Paralegal Manager to lead and oversee our paralegal support function across multiple practice areas. This is an excellent opportunity for a candidate with significant people management experience in a law firm setting who is passionate about fostering professional development, driving team performance, and ensuring exceptional support for attorneys and clients.In this role, you will have the unique opportunity to make a meaningful impact by leveraging your leadership, organizational, and relationship-building skills to shape the success of the paralegal team and actively contribute to the firm's operational excellence.Key Responsibilities:<ul><li>Leadership & Oversight: Lead and manage the paralegal support function, including recruiting, hiring, onboarding, training, utilization, and professional development.</li><li>Orientation & Training: Coordinate and participate in the orientation and onboarding of new paralegals, ensuring they receive appropriate training and access to essential resources.</li><li>Employee Relations: Handle performance management, employee relations issues, counseling, and career coaching for paralegals in collaboration with Human Resources.</li><li>Performance Evaluations: Lead and manage the performance evaluation process, including soliciting lawyer feedback, reviewing evaluations, and conducting annual performance reviews with supervisees.</li><li>Engagement with Attorneys: Actively engage with practice groups and individual lawyers to understand their needs and the skills of the paralegals, ensuring high-quality legal work and efficient support is provided.</li><li>Workflow Management: Manage paralegal workflow, capacity, utilization, and assignments to enable timely and efficient attorney support.</li><li>Time Management Approvals: Approve employee PTO requests and timesheets via the Time and Attendance System.</li><li>General Management Duties: Participate in additional projects or provide supplemental support to Practice Group Directors as assigned.</li></ul>

Account Manager Are you a results-driven professional with exceptional relationship-building skills? Do you enjoy working closely with clients to meet their needs while identifying opportunities for growth? We are seeking an Account Manager to join our team in the Twin Cities, MN! This is a fully on-site role, providing the opportunity to work face-to-face with clients and colleagues in a collaborative, fast-paced environment. Key Responsibilities:<ul><li>Serve as the primary point of contact for a portfolio of clients, ensuring their needs are met and fostering strong, lasting relationships.</li><li>Manage and coordinate client account activities, including onboarding, project updates, and ongoing support.</li><li>Understand client goals and proactively identify opportunities to add value or expand service offerings.</li><li>Communicate regularly with clients to address concerns, provide updates, and ensure satisfaction.</li><li>Collaborate with internal teams to ensure seamless delivery of products or services according to client expectations.</li><li>Monitor performance metrics, track account status, and prepare reports on client success and engagement.</li><li>Ensure all client interactions comply with company standards and maintain a high level of professionalism.</li><li>Support business development efforts by identifying new leads, participating in meetings, and contributing to strategic initiatives.</li></ul>

Director of Product Management (Interim) We are offering a contract to permanent employment opportunity for an Interim Director of Product Management in the Healthcare/NHS industry, based in Plymouth, Minnesota. In this role, you will be responsible for managing a team, leading implementation/migration projects, collaborating with cross-functional teams, planning product roadmaps, and monitoring performance. Responsibilities:• Lead a team of product managers/product owners to support the delivery of features and enhancements for the patient experience and specific requirements for our business and third-party care units• Oversee migrations/onboarding for new clients our app/web experience, working closely with business and market leaders to ensure successful delivery and post-launch experience.• Collaborate with business leaders, designers, engineers, marketers, and operations to align and successfully deliver digital product initiatives for our patient experiences.• Maintain and prioritize the product roadmap focused on improving patient interactions and outcomes, ensuring successful delivery of roadmap commitments.• Monitor key performance indicators (KPIs) related to patient engagement and satisfaction, develop post-launch tracking, and partner with the analytics team for required reporting.• Maintain open lines of communication with all stakeholders involved in the migration process, regularly update them on progress, address any concerns promptly, and gather feedback to continuously improve the migration strategy.• Utilize software tools including PowerPoint for storytelling and executive-level communications, Aha, Miro, and Figma.

Accounts Payable Specialist We are offering a permanent employment opportunity for a dynamic Accounts Payable Specialist in the insurance industry. As an Accounts Payable Specialist, you will be tasked with various accounting functions, maintaining a detail-oriented relationship with vendors, branch and corporate departments, and ensuring efficient and accurate processing of invoices and payments. Responsibilities:• Efficiently execute daily payment runs for multiple accounts• Accurately enter approved invoices and other payment requests into the AP system• Handle the organization and preparation of payments for mailing, including matching attachments with appropriate payments, stuffing, and sealing envelopes• Conduct research and execute stop payments on checks, void/reissue payments as necessary• Maintain and update accounting records, ensuring accuracy and integrity of data• Prepare cash receipts for AP refund checks and manage backup to reconciliation of Purchase Card AP transactions• Investigate past due invoices for various locations• Prepare monthly journal entries for posting as required• Uphold a detail-oriented working relationship with vendors, branch, and corporate departments• Manage and maintain files of checks, drafts, invoices, reports, etc.

Product Marketing Specialist We are in search of a Product Marketing Specialist to join our manufacturing team in Minneapolis, Minnesota. As a Product Marketing Specialist, you'll ensure the effective and efficient processing of product data, create compelling copy, and contribute to the enrichment of our content. This role provides an opportunity for long-term contract employment. Responsibilities • Efficiently manage and process product data to ensure accuracy • Contribute to content enrichment by auditing existing content, updating imagery, and adding related products • Utilize Excel for various tasks related to job functions • Create compelling copy to enhance product marketing efforts • Collaborate with a small team to achieve the best results • Utilize AI and Cloud Technologies to improve efficiency and effectiveness • Leverage CRM and Facebook Insights to gain customer insights and improve campaign planning • Contribute to brand awareness through effective communication and collateral management • Participate in budget processes to ensure cost-effective campaign planning.