<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>
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. ***
We are looking for a dynamic and results-oriented Business Development Officer to drive growth through strategic partnerships and innovative solutions. This role focuses on expanding business opportunities, fostering collaboration, and creating impactful strategies that support the organization's mission. The ideal candidate will excel in building relationships and leading initiatives that enhance community development and financial solutions.<br><br>Responsibilities:<br>• Identify and pursue new business opportunities to support organizational growth and strategic objectives.<br>• Develop and maintain partnerships with key stakeholders, including community organizations, financial institutions, and investors.<br>• Lead initiatives to increase the flow of capital and resources, ensuring alignment with the organization's mission.<br>• Collaborate with internal teams to design and implement impactful programs and projects.<br>• Facilitate complex negotiations and agreements to secure funding and expand organizational reach.<br>• Conduct market research and analysis to identify trends and opportunities in community development finance.<br>• Create and execute strategies to enhance fundraising and grant-writing efforts.<br>• Represent the organization at industry events, conferences, and meetings to build visibility and connections.<br>• Manage multiple projects simultaneously, ensuring timely execution and measurable outcomes.<br>• Travel as needed to engage partners and support organizational goals.
<p>We are looking for a detail-oriented Pricing Analyst to join a team in Arden Hills, Minnesota. In this role, you will be responsible for analyzing and managing rebate contracts and administrative fees to ensure compliance and accuracy. This is a long-term contract position that offers the opportunity to collaborate across departments and contribute to critical business operations.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth analyses of customer rebate contracts to evaluate performance and compliance.</p><p>• Ensure timely processing, settlement, and payment of rebates and administrative fees.</p><p>• Collaborate with cross-functional teams to address questions related to contract language, setup, or customer requirements.</p><p>• Maintain a comprehensive understanding of contract terms to meet all obligations accurately and on schedule.</p><p>• Provide regular communications to customers regarding market share and rebate payments.</p><p>• Support the principal analyst by assisting with workload management and ad hoc requests.</p><p>• Utilize revenue management systems to manage reporting and payment processes efficiently.</p><p>• Identify opportunities for process optimization and implement improvements in administrative workflows.</p><p>• Monitor and resolve rebate or administrative fee issues by partnering with internal teams.</p><p>• Ensure data integrity and compliance by adhering to standard operating procedures and best practices.</p>
