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Job description
Location 225 South 6th Street,Suite 1400,Minneapolis, MN, 55402,United States
Base Pay $239,000.00 - $329,000.00 / Year
Employee Type FT Exempt
About You
People-Centered Leader: You develop strong leaders and high-performing teams through trust, coaching, clarity, and accountability.
Strategic Operator: You translate strategy into priorities, scalable systems, and measurable results.
Experience-Minded: You understand how leadership, operations, and technology come together to improve the client, advisor, and team member experience.
The Role
We’re looking for a strategic, people-focused leader to join our Personal Office team. In this role, you’ll lead NorthRock’s Tax, Trust & Estate, Insurance, Bill Pay, Retirement Plan Services, and Advice Operations functions through their department leaders. You’ll strengthen leadership, create consistent operating disciplines, and improve how clients, advisors, and team members experience advice across NorthRock.
What You’ll Do
Coach and develop department leaders, establishing clear expectations, accountability, and strong leadership practices
Translate firm priorities into focused departmental plans, goals, KPIs, and operating rhythms
Strengthen the client, advisor, and team member experience by improving coordination, communication, ownership, and service delivery
Build scalable operating systems, processes, and governance across Advice functions while preserving specialized expertise
Lead teams through growth and change, building alignment across departments and cross-functional partners
Partner with Technology, Operations, Compliance, Investments, Private Markets, and other teams to strengthen integrated advice delivery
Advance technology, automation, data, and process improvements that increase capacity, efficiency, and scalability
Travel up to 15% for leadership meetings, team engagement, firm events, and other business needs
What You Bring
Bachelor’s degree in Business, Finance, Management, Organizational Leadership, or a related field; equivalent relevant experience may be considered
10+ years of progressive leadership experience, including meaningful experience leading leaders and multidisciplinary teams, preferably within wealth management
Proven success developing leaders, building high-performing teams, and strengthening accountability and execution
Experience leading organizational change and scaling operating models, processes, and technology
Strong understanding of client, advisor, and employee experience with the ability to lead effectively across specialized functions
Exceptional people leadership, emotional intelligence, communication, and ability to build alignment across teams
Experience with EOS or a comparable operating framework preferred
CFP®, CFA®, CPA, JD, advanced degree, or relevant leadership or operational credentials preferred
Must be authorized to work in the United States
Successful completion of a credit and criminal background check is required
The estimated base salary range for this role is $239,000 – $329,000 per year. Compensation is based on job-related knowledge, skills, experience, and geographical work location. This role may also be eligible for variable pay (bonuses, commissions, incentives).
Benefits include acompany-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous PTO.
About NorthRock Partners
At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model delivers integrated financial and lifestyle guidance tailored to each client’s unique goals.
NorthRock Partners is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
We are committed to providing reasonable accommodation throughout the application and employment process. For assistance, contact
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Worksite address
minneapolis, MN, 55400, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.