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6 senior advisor jobs at 2 companies in Chatfield, MN

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VP, Advisor Engagement
Atlanta or Oakdale or La Vista or Scottsdale or St. Petersburg
$140k-$155k/yr HybridFull Time
Osaic
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
10+ YOE5+ Mgmt10+ years in wealth management, 5+ years managing teams, proven success building advisor relationships, strong communication, change management, and experience driving revenue and retention.
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Senior Analytics Advisor-Hybrid
Rochester, Minnesota, United States
$107k-$150k/yr HybridFull Time
Mayo Clinic (Rochester)
Mayo Clinic (Rochester): Nonprofit academic medical center providing integrated patient care, medical education, and biomedical research.
7+ YOELead analytics projects end-to-end; 7+ years analytics delivery experience or relevant degree; 4-7 years with tools like Epic, Tableau, Power BI, Looker, R, Python, Alteryx; SQL and data modeling experience; training and mentoring experience; AI/ML knowledge.
Epic, Tableau, Power BI, Looker Studio, R Studio, Python, Alteryx, Oracle, Google Cloud, SQL, Epic Cogito, Business Objects, Crystal Reports, SQL Server Management Studio (SSMS), Microsoft Fabric, BigQuery, AutoML, Looker, Oracle ERP, EPM
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Senior Analytics Advisor-Hybrid
Rochester, Minnesota, United States
$107k-$150k/yr HybridFull Time
Mayo Clinic
Mayo Clinic: Non-profit academic medical center focused on patient care.
7+ YOEBachelor's degree or 7-10 years analytics experience; 4-7 years building dashboards/models with tools like Epic, Tableau, Power BI, Looker Studio, R Studio, Python, Alteryx, Oracle, or Google Cloud; SQL and data modeling; training and AI/ML familiarity.
Epic, Tableau, Power BI, Looker Studio, R Studio, Python, Alteryx, Oracle, Google Cloud, SQL, Epic Cogito, Business Objects, Crystal Reports, SQL Server Management Studio (SSMS), Microsoft Fabric, GCP, BigQuery, AutoML, Looker, Oracle ERP, EPM
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VP, Advisor Engagement
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$140k-$155k/yr HybridFull Time
Osaic
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
10+ YOE5+ MgmtMinimum 10 years in wealth management,5+ years building relationships,prior team management,high school diploma required (BA preferred),knowledge of customer-facing technologies,preferred FINRA licenses.
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VP, Relationship Management
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$150k-$175k/yr HybridFull Time
Osaic
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
12+ YOEMinimum 12 years in wealth management, 5+ years building advisor relationships, proven team management, strong communication, bachelor's preferred (high school required), knowledge of advisor tools, and ability to drive growth and retention.
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Vice President, Advisory Consulting
United States or Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
RemoteFull Time
Osaic
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
10+ YOE5+ MgmtSeries 7 required, Bachelor's degree required (Master's preferred), 5+ years in a similar role and 10+ years related experience; ability to travel up to 75%; experience leading regional consultants and working with financial advisors.
Wealth Management Platform (WMP), CRM
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