Minneapolis

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Key Responsibilities

• Serve as lead consultant for multiple and complex projects/training solutions to meet the business priorities and

Minneapolis

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Responsibilities

• Manage accounting and reporting (monthly, quarterly and annual) processes for derivatives, seed money, low-income housing, other equity-type investments

Minneapolis

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• Key Responsibilities

This role will focus on investment performance management and oversight, including but not limited to

• Ownership and

Minneapolis

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Key Responsibilities

• Manage carrier and distribution partner relationships
• Provide insights and actionable recommendations to support advisor and client experience

Minneapolis

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Key Responsibilities

• Perform or request that all system updates related to regulatory mailings which includes but is not limited

Minneapolis

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Manage Project Life Cycle ~~ Develop Project ~~ Manage Project Resources ~~ Manage Expectations ~~ Reporting ~~ PM Champion ~~ Financial Accountability Indirect Expense $5-10MM