Trust Investment Officer
4 weeks ago
We are seeking a skilled Trust Investment Associate to join our team at Ameriprise Financial. In this role, you will be responsible for trust investment duties for specific trust relationships.
Key Responsibilities- Handle basic trust investment duties for specific trust relationships.
- Develop investment allocation strategies for bundled trust accounts and perform transactions when needed.
- Member of the Investment Sub-Committee.
- Perform annual investment reviews for assigned trust relationships annually.
- Member of the Account Review Sub-Committee.
- Respond to client and advisor requests for information.
- Provide back-up support when necessary for trusts assigned to other Investment Officers.
- Support the New Business process by performing asset review work for potential new account acceptance or future nomination of the Bank in governing documents.
- 3+ years of investment management, brokerage or relevant experience.
- Associate's degree or equivalent.
- Preferred Qualifications: Bachelor's Degree, Industry certification or interest in pursuing CFA, CIMA or other, Excellent written and oral communication skills, Strong organizational skills and attention to detail, Ability to prioritize and follow through, Good analytical and problem-solving skills, Work well independently and as part of a team, Strong experience using Microsoft Excel.
-
Trust Investment Officer
4 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeJob SummaryIn this role, you will be responsible for trust investment duties for specific trust relationships at Ameriprise Financial. You will develop investment strategies for trusts and monitor execution of activities to ensure they are fulfilled, working directly or indirectly with advisors and clients when needed. This includes supporting other...
-
WM Trust Officer 3
4 weeks ago
Minneapolis, Minnesota, United States U.S. Bank Full timeAt U.S. Bank, we're dedicated to helping our customers and businesses make informed financial decisions. As a WM Trust Officer 3, you'll play a critical role in the administration, risk management, and servicing of assigned fiduciary and investment management accounts.Responsibilities may include relationship management, product specialty knowledge, and...
-
Investment Director
3 weeks ago
Minneapolis, Minnesota, United States US Bank Full timeAt U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As an Investment Director, you'll play a key role in managing individual and trust account assets, ensuring they align with our established investment objectives and strategies.Key Responsibilities Manage client account retention to meet Net Portfolio...
-
Mortgage Loan Officer
3 weeks ago
Minneapolis, Minnesota, United States First International Bank & Trust Full timeFirst International Bank and Trust, a family-owned community bank, is recognized as one of Prairie Business Magazine's 50 best places to work for 10 consecutive years.As a Mortgage Loan Officer, you will play a pivotal role in guiding clients through the mortgage process, evaluating loan applications, and ensuring a seamless and positive experience.Key...
-
Mortgage Loan Officer
4 weeks ago
Minneapolis, Minnesota, United States First International Bank & Trust Full timeMortgage Loan Officer Job SummaryFirst International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. As a Mortgage Loan Officer, you will play a crucial role in guiding clients through the mortgage process, evaluating loan applications, and ensuring a seamless and positive...
-
Investment Portfolio Manager IV
4 weeks ago
Minneapolis, Minnesota, United States Associated Banc-Corp Full timeAt Associated Bank, we strive to create an inclusive culture where diverse perspectives are valued and recognized as strengths critical to our success.We encourage growth and development, and if you thrive in an environment where your skills are encouraged and supported, then Associated Bank may be the right place for you.This position is not eligible for...
-
Investment Portfolio Manager Intern
1 month ago
Minneapolis, Minnesota, United States National Grid Renewables Full timeJob OverviewAs an Investments and Portfolio Management Intern at National Grid Renewables, you will play a key role in supporting the investment team in origination activities, portfolio analysis, and strategic decision-making. You will work closely with various teams to drive business growth and optimize the portfolio.Key ResponsibilitiesConduct market...
-
Investment Banking Vice President
4 weeks ago
Minneapolis, Minnesota, United States Wipfli Full timePosition OverviewWipfli Corporate Finance Advisors, LLC is seeking a highly motivated Vice President to join its team in the Twin Cities office. As a key member of the investment banking team, you will be responsible for supporting the execution of M&A transactions, preparing confidential information memos, and developing complex financial...
-
Senior Investment Operations Specialist
3 weeks ago
Minneapolis, Minnesota, United States Northwestern Mutual Full timeInvestment Operations Associate RoleThe Investment Operations Associate role at Northwestern Mutual is a key position in our investment process, specializing in client service and processing of variable products and other securities.This role is crucial in maintaining a compliant investment process and ensuring timely completion of investment-related tasks....
-
Commercial Loan Officer
1 month ago
Minneapolis, Minnesota, United States First International Bank & Trust Full timeJob SummaryFirst International Bank and Trust is seeking a seasoned Commercial Loan Officer to expand our commercial lending portfolio and enhance client relationships in the Twin Cities market.This role requires a strong business development background, a solid foundation in accounting and economics, and an in-depth understanding of the local market.Key...
-
Investment Banking Professional
4 weeks ago
Minneapolis, Minnesota, United States Wipfli Full timeAt Wipfli, We Foster a Culture of InclusionThe way you think makes you different. At Wipfli, we celebrate that uniqueness. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We're also focused on helping you achieve success with balance....
-
Mutual Fund Services Specialist
3 weeks ago
Minneapolis, Minnesota, United States Union Bank and Trust Full timeSeeking a highly skilled and detail-oriented Trust Operations Specialist to join our team at Union Bank and Trust. The ideal candidate will have experience in mutual fund trading, servicing, and reconciliation.Key Responsibilities:• Execute and settle mutual fund trades through multiple fund companies• Research trade and out of balance discrepancies•...
-
Multifamily Real Estate Investment Specialist
1 month ago
Minneapolis, Minnesota, United States Roers Companies LLC Full timeAbout Roers Companies LLCRoers Companies LLC is a multifamily real estate investment, development, construction, and property management company with a strong presence in the Midwest, Mountain Southwest, and Sunbelt regions. Our mission is to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing...
-
Digital Media Investments Director
4 weeks ago
Minneapolis, Minnesota, United States Colle+McVoy Full timeJob OverviewThe VP, Director of Digital Media Investments is a key leadership role responsible for driving the strategic direction and management of programmatic, paid social, paid search, affiliate marketing, and media ad operation teams within the media and data science practice at Colle McVoy.This role involves owning the strategic vision for the growth...
-
Chief Financial Officer
4 weeks ago
Minneapolis, Minnesota, United States Ovation Healthcare Full timeJob Summary:The Chief Financial Officer will play a key role in the financial and functional decision-making processes at Ovation Healthcare. This position is accountable for planning, developing, implementing, and administering financial control, analysis, operating systems, internal control, and establishing policies for the organization.Key...
-
Commercial Lending Team Lead
1 month ago
Minneapolis, Minnesota, United States First International Bank & Trust Full timeJob OpportunityFirst International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work.We are seeking an experienced and dynamic leader to head our Commercial Lending team in the Twin Cities. This pivotal role requires a strong business development background, exceptional leadership skills, and a...
-
Retail Bank Manager
4 weeks ago
Minneapolis, Minnesota, United States Union Bank and Trust Full timeJob DescriptionAt Union Bank and Trust, we are seeking a highly skilled Retail Bank Manager to oversee the management and operation of our branch. As a key member of our team, you will be responsible for ensuring excellent customer service, compliance, and daily operational excellence.Key Responsibilities:Oversee daily operations of the branch, ensuring...
-
Chief Operating Officer
4 weeks ago
Minneapolis, Minnesota, United States Northland Aluminum Products, Inc. (Nordic Ware) Full timeAbout the Role:Nordic Ware is seeking a highly skilled Chief Operating Officer to lead our operations and drive business growth. As a strategic business leader, you will be responsible for overseeing the company's financial and operational performance, ensuring seamless coordination between departments, and implementing initiatives that support our long-term...
-
Police Officer
4 weeks ago
Minneapolis, Minnesota, United States City of Minneapolis Full timeJob SummaryThe City of Minneapolis is seeking a dedicated and professional Police Officer to join our team. As a Police Officer, you will be responsible for enforcing laws, detecting and preventing crime, and protecting life and property. You will work closely with the community to build trust and provide excellent customer service.Key ResponsibilitiesPatrol...
-
Police Officer
4 weeks ago
Minneapolis, Minnesota, United States City of Minneapolis, MN Full timeJob Summary:The City of Minneapolis, MN is seeking a highly skilled and dedicated Police Officer to join our team. As a Police Officer, you will be responsible for enforcing laws, detecting and preventing crime, and protecting life and property. You will work closely with the community to build trust and provide excellent customer service.Key...