Banking and Financial Services Jobs in Minnesota

We are seeking a dedicated and versatile Cardiovascular Technologist to join our Cath Lab team in a rural hospital setting in Brainerd.

Our program supports a 24/7 STEMI service, providing lifesaving care to our community and surrounding regions, and relies on a strong, collaborative team environment.

Working in a rural setting means being adaptable, resourceful, and ready to step in where needed. Our team prides itself on working closely together, supporting one another, and maintaining a positive, respectful culture while delivering high-quality patient care.

Ideal candidates are team-oriented, flexible, and committed to excellence in patient care, with the ability to respond quickly and effectively in urgent situations.

Duties/Responsibilities:

• Assist physicians during diagnostic and interventional cardiac procedures, including emergent STEMI cases.
• Prep patients and equipment for procedures
• Monitor patient status throughout procedures
• Ensure a safe, efficient workflow in a fast-paced environment.
• This position also includes participation in an on-call rotation to sup port our 24/7 coverage.

Qualifications:

• Must be a graduate of a Radiology Technology, Cardiovascular Technology or equivalent program.
• If not a graduate of above programs must have 4yrs of direct cath lab experience

Certification/Licensure:

• Must be currently registered Radiological Technologist or Registered Cardiovascular Invasive Specialist or must become RT(R) or RCIS certified within 18 months of hire or transfer
• Current Certification (or within 1 month of hire) as American Heart Association Healthcare Provider Basic Cardiac Life Support (BCLS)
• Current Advanced Cardiovascular Life Support (ACLS) certification (or within 6 months of hire)

Employee Benefits at Essentia Health

• Health Coverage: Medical, dental, and vision insurance options to ensure employees' well-being.
• Retirement Savings Plans: 401(k) with employer contributions to support long-term financial security.
• Professional Development: Opportunities for career growth through training, tuition reimbursement, and educational programs.
• Work-Life Balance: Flexible scheduling, paid time off, and personal leave to help employees manage their professional and personal lives.
• Employee Wellness Programs: Initiatives focused on physical, mental, and emotional health, including fitness memberships, counseling services, and wellness activities.

​

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.

Together, we can do more for your future...

At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.

We offer:

• 
  
• Competitive base compensation with additional performance-based annual earning potential
  
• Career growth potential built into every role
  
• 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  
• No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  
• Paid Time Off, Paid Holidays and Paid Volunteer Time
  
• Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  
• Dental Insurance with significant premium contribution by ANB*
  
• Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  
• Tuition Reimbursement*
  
• Gym Membership Reimbursement*
  
• Discounts on Banking and Financial needs
  

*Eligibility Criteria Apply

Job summary

The Business Banking Specialist maintains a high level of expertise in the products and services designed for business & non-profit clients. This position has knowledge of multiple financial services, including cash management, and services new and existing customers in a manner consistent with the sales, service, and operational goals of the bank. The Business Banking Specialist support the commercial banking team by preparing commercial loan documents, loan closings, and providing superior customer service.

Schedule: 40 hours per week, Monday through Friday 8:00am-5:00pm

Essential Job Duties & Responsibilities

• 
  
• Prepares and processes commercial loan documents for Commercial Bankers in preparation for loan closing and forwards file to the Loan Operations Department.
  
• Performs special projects as assigned such as business development reports, loan status reports, loan quality control reports/monitoring, and/or risk based capital reports.
  
• Preparation of various documents including subordination agreements, modification agreements, extension agreements and deeds of reconveyance.
  
• Answers customer inquiries regarding balances, payoffs, collateral, etc. Maintains thorough working knowledge of the products and services, including cash management designed for business & non-profit clients, bank/branch goals, policies, and operating procedures, as well as all current promotions.
  
• Originates consumer and small business loans for business clients. Processes advances on loans and manages loan activity.
  
• Interviews clients and sets up products and services specifically designed to meet the needs of the business and non-profit customers. Calls on existing customers to develop new and/or additional business and to protect and strengthen existing profitable customer relationships. Opens commercial, non-profit and personal deposit accounts, to include preparing signature cards, corporate resolutions and account documentation.
  
• Review daily overdraft report and work with Lender to decision whether to pay or decline check.
  
• Achieve compliance certification and use knowledge of compliance/CRA regulations in day-to-day activities.
  
• Other duties as assigned.
  

Experience and Education

• 
  
• 2+ years in banking experience, preferably commercial lending, lending administration or as a Personal Banker.
  
• High school graduate or equivalent.
  
• Possess knowledge of lending and bank operations.
  
• Ability to communicate both oral and written in a courteous and professional manner.
  
• Strong attention to detail with the ability to compare data from two sources and locate discrepancies.
  
• Ability to work with minimal supervision.
  

The expected starting range for this role is $23.00-$40.38 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.

Securian's Asset Management team is dedicated to enhancing our investment portfolios while effectively managing risks. We are a part of Securian Financial Group, a company committed to helping customers build secure tomorrows through insurance, investments and retirement solutions.

We are seeking a highly skilled and motivated Investment Risk Manager to join our dynamic team. In this role, you will be responsible for building an investment risk framework that allows us to identify, assess, and mitigate risks associated with our investment portfolios. You also will oversee the risk in portfolios related to our reinsurance trusts and other third-party managers.

As the Investment Risk Manager, you'll be required to have a deep understanding of investment risk principles and investment strategies, strong analytical skills, and the ability to communicate effectively and work collaboratively with various departments across Securian Asset Management and its parent company, Securian Financial Group.

• Collaborate with the investment, data, technology, and leadership teams to build an investment risk monitoring framework that will enable efficient monitoring of identified attributes at defined intervals.

• Utilize the investment risk monitoring framework to monitor risks within specific asset classes and across the entire client portfolio.

• Lead discussions among investment professionals and leadership on which risk attributes to monitor and appropriate guidelines for each attribute.

• Initiate notification processes when risk attributes fall outside of established guidelines.

• Conduct stress testing and scenario analysis to evaluate potential impacts on portfolios.

• Raise concerns with portfolio teams and leadership where investment risks fall outside of established guidelines or in anticipation of potential movement outside of guidelines.

• Partner with Securian's Enterprise Risk Management Team to incorporate investment risk controls into our broader enterprise risk management view.

• Maintain knowledge of industry best practices on investment risk oversight.

• Produce ad hoc reporting in support of the CIO, Securian AM leadership, and enterprise partners to provide transparency on investment risk attributes on an as-needed basis.

• Represent the investment risk function when appropriate at various forums (i.e., enterprise committees, fund boards, corporate committees, and corporate boards).

• Develop oversight framework tailored to individual 3rd party relationships, including specific investment guidelines.

• Monitor investment risk attributes of externally managed portfolios.

• Coordinate with enterprise partners on comprehensive 3rd party investment management oversight process.

• Consult with enterprise partners on investment risk considerations for potential new relationships.

Qualifications:

• Bachelor's degree in finance, economics, or a related field

• Minimum of 5 years of experience in risk management within the asset management or insurance industry, with a focus on credit risk

• Strong analytical and quantitative skills

• Demonstrated aptitude for leveraging data and systems to produce effective monitoring and reporting

• Understanding of asset risk theory, relevant analytical and numerical modeling techniques, and industry-standard risk metrics that quantify various dimensions of asset risk

• Excellent communication and presentation skills

• Ability to collaborate and gain buy-in across various teams within Securian AM and the Securian enterprise

• Ability to stand firm in risk management principles and make tough decisions

Preferred Qualifications:

• Advanced degree (e.g. MBA) or professional certification (e.g. CFA, FRM)

• Experience with Clearwater, Bloomberg, Factset, Snowflake, Tableau, Power BI

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. #LI-Hybrid

*Internal Securian Financial job title for this position is Risk Management Sr. Consultant*

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

ABOUT THE ROLE
The Investment Analyst is an integral part of the Overlay Solutions portfolio management team. The mission of the investment analyst is to develop foundational investment skills and a deep understanding of Parametric's investment solutions while supporting daily portfolio management. We are looking for a well-rounded, critical thinker who wants to be part of the future of investing. Parametric is looking for candidates that can grow and share in the firm's future success.

Parametric provides systematic solutions fueled by science and quantitative research, and takes pride in building genuine, long-term partnerships with our clients. We have a unique culture that emphasizes teamwork, problem solving, and the opportunity for one's voice to be heard. The position requires teamwork and collaboration across multiple departments and an ability to provide exceptional service through timely and accurate work.

PRIMARY RESPONSIBILITIES

• Utilize proprietary investment management software to generate customized daily reports used to implement Overlay Solutions.
• Review various data feeds and activity within client portfolios, acting as the first line of defense to ensure daily reporting accuracy for use within the portfolio management process.
• Work alongside the portfolio management team as the primary day-to-day contacts for the client relationship.
• Assist in the production of client-requested research projects in coordination with portfolio managers and a dedicated research team.
• Responsible for the creation and accuracy of customized reporting and assists in external performance reviews with clients.
• Contribute and adopt ideas to improve efficiency, reduce risk, and enhance the client experience.
• Conduct audits on client accounts across the firm to reduce firm risk and develop professional knowledge.
• Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client service.
• Undertake additional professional development such as the CFA program.
• Assume other responsibilities as required.

JOB REQUIREMENTS

• Bachelor's Degree in finance, accounting, or a related field
• Strong interest building a career in Investment Management, working with institutional investment portfolios
• Demonstrated ability to solve problems using logic, creativity, and enthusiasm
• Familiarity with or willingness to learn Excel, coding languages, and other analytical tools
• Must be a self-starter with excellent quantitative and communication skills
• High attention to detail and time management
• Initiative and demonstrated ability to work in an inclusive and collaborative team environment
• Investment management or related industry experience a plus

Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $60,000 - 90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

ABOUT MORGAN STANLEY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.

This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.

GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.

PRIMARY RESPONSIBILITIES
- Construct optimized equity index portfolios for separate accounts
- Rebalance and transition portfolios to maximize tax-efficiency
- Construct custom benchmark data
- Monitor index changes and corporate actions
- Generate after-tax return data for both portfolios and benchmarks
- Performance attribution
- Respond to client requests for analysis
- Interact across teams including Technology, Research, Marketing, Client Service, Operations
- Participate in process improvement and technology development efforts.

JOB REQUIREMENTS
- Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
- 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.

- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred

- Strong mathematical and analytical skills
- Familiarity with academic financial theory and applications
- Working knowledge of equity risk models and portfolio optimization preferred
- Analytical writing ability

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

If you want to support the professional development of Midwest manufacturers and like being a part of a small company culture, we want to meet you. The Manufacturers Alliance is looking for an individual that is reliable, organized, and likes to have fun while getting work done. This position will report to the President & CEO.

PRIMARY RESPONSIBILITIES:

·       Processes checks and online payments daily

·       Follows up with past due accounts and provides receipts to customers daily

·       Completes/submits bank deposits and required journal entries weekly

·       Pay contractors and vendors weekly

·       Manage membership changes and track daily

·       Track and update company scorecard metrics weekly

·       Send custom training and consulting invoices as needed

·       Submits payroll hours to payroll service monthly, tracks employee PTO 

·       Reconciliation of bank and credit card statements monthly

 Manages sales tax collection and payments

·       Prepares year-end reports for accountant, sends 1099s yearly

·       Review and update 401K and health and business insurance as needed

·       Audit Standard Work written instructions and training across the company

·       Track LMS IT projects, provide updates to stakeholders

·       Manages phone system updates and changes

·       Other tasks and improvements as assigned

SKILLS & QUALIFICATIONS

·       Works hard and is reliable but likes to have fun while getting things done

·       7+ years accounting admin/bookkeeping experience

·       Experience with QuickBooks, Word, Excel, PowerPoint and Outlook

·       Associates degree preferred

·       Keeping business, customer, and employee information confidential

COMPENSATION & BENEFITS

$55 – 65K Annual Salary

Holidays, PTO, Health Insurance, 401K

TAKE THE NEXT STEP:

• If you would like to learn more send a copy of your resume to 

With history dating back to 1856, American National Bank is one of the largest privately owned banks in Nebraska with branch locations in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.

Together, we can do more for your future...

At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.

We offer:

• 
  
• Competitive base compensation with additional performance-based annual earning potential
  
• Career growth potential built into every role
  
• 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  
• No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  
• Paid Time Off, Paid Holidays and Paid Volunteer Time
  
• Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  
• Dental Insurance with significant premium contribution by ANB*
  
• Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  
• Tuition Reimbursement*
  
• Gym Membership Reimbursement*
  
• Discounts on Banking and Financial needs
  

*Eligibility Criteria Apply

The Lead Teller maintains an accurate record of all cash exchanges and balancing of the vault to include ordering and tracking required levels of cash and orders of cash from the Federal Reserve Bank. They are responsible for timely completion of branch certification, serves as role model for new staff, right-hand for branch manager, and provides direction on the teller line and approval or over-ride authority for transaction and cash disbursement.

Schedule: Full-time Monday-Friday 8:00am to 5:00pm and rotating Saturdays from 8:45am-12:15pm.

Essential Job Duties & Responsibilities

• 
  
• Consistently provides high quality client service while effectively processing transactions and supporting sales.
  
• Maintains accurate records of all cash exchanges and balancing of the vault to include ordering and tracking required levels of cash.
  
• Responsible for timely completion of branch certification.
  
• Provides direction to the teller line and approval or over-ride authority for transaction and cash disbursement.
  
• Records all transactions, prepares daily settlements of teller cash, and proofs transactions according to branch procedures.
  
• Processes transactions for various bank products and services including the following: deposits, withdrawals, loan payments, cashier checks, money orders, and credit card cash advances.
  
• Performs clerical duties such as answering calls, processing incoming mail and deliveries, filing, and typing.
  

Experience and Education

• 
  
• A minimum of one year of demonstrated cash handling experience, preferably in a Teller role.
  
• Basic knowledge of branch operations; related experience may be considered.
  
• Previous lead or supervisor experience, preferred.
  
• Previous sales experience, preferred.
  
• In pursuit of a high school diploma or its equivalent is required.
  

The expected starting range for this role is $19.00-$23.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.

• 
  
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
  
• Build trust by following through on requests and ensuring customers feel valued.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  

• 
  
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  
  

• 
  
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  
  

• 
  
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  
  

• 
  
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  
  

• 
  
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent required.
  
  
• 1+ years of cashhandling and customerservice experience required.
  
  
• Prior banking or retail financialservices experience preferred.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

• 
  
  
• Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels.
  
  
• Conduct deeper financial conversations to understand short and long-term needs and recommend appropriate deposit, lending, and digital solutions.
  
  
• Serve as a trusted resource for service and account support.
  
  

• 
  
  
• Open and service consumer and small business deposit and loan accounts; complete account maintenance and ensure accuracy of documentation.
  
  
• Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
  
  
• Assist with debit/ATM issuance, safe-deposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
  
  

• 
  
  
• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
  
• Meet and exceed assigned individual and branch-level sales, service, and referral goals.
  
  

• 
  
  
• Educate customers on loan options.
  
  
• Prepare and process loan applications within authority.
  
  
• Maintain compliance in all lending interactions.
  
  

• 
  
  
• Research and resolve account discrepancies and issues.
  
  

• 
  
  
• Adhere to regulations and operational standards.
  
  
• Support teller and vault operations as needed.
  
  

• 
  
  
• Participate in team huddles and branch initiatives.
  
  
• Represent Nicolet in community outreach.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent.
  
  
• 2 years customer service/cash handling; banking preferred.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

WHO WE ARE

Proterra Investment Partners LP (“Proterra”) is an alternative investment manager focused on private debt and private equity investments across the sectors of food and agriculture. Proterra operates from a head office in Minneapolis (United States) and has field offices in London, Shanghai and Singapore.

POSITION OVERVIEW

We are seeking a highly motivated attorney to join our legal team as Corporate Counsel. This in-house role reports directly to the Managing Director of Credit Strategy and offers the opportunity to work on complex direct lending transactions. The ideal candidate will have 3–5 years of experience negotiating and drafting loan documentation, along with a strong interest in private credit and direct lending.

RESPONSIBILITIES:

• Draft, review, and negotiate loan documentation, including term sheets and credit agreements.
• Manage loan syndications, amendments, waivers, and modifications.
• Support transaction execution from initial diligence through closing.
• Collaborate with internal teams (Investment, Compliance, Operations) to ensure legal and regulatory compliance.
• Manage outside counsel to ensure efficient and cost-effective documentation.
• Provide risk-based legal guidance throughout the loan lifecycle, including workouts and restructurings.
• Negotiate and manage confidentiality agreements.
• Perform other responsibilities and special projects assigned from time to time.

REQUIRED QUALIFICATIONS:

• Juris Doctor (JD) from an accredited law school; admission to the Minnesota bar.
• 3–5 years of legal experience in banking, restructuring, finance, and/or private credit.
• Strong drafting and negotiation skills.
• Commercial mindset with the ability to balance legal risk and business objectives.
• Exceptional attention to detail and organizational skills to manage multiple transactions simultaneously.
• Excellent communication and interpersonal skills for cross-functional collaboration.
• Applicants must be presently legally authorized to work in the United States for any U.S. employer.
• Position is not eligible for employment-based visa sponsorship.

PREFERRED EXPERIENCE:

• Familiarity with cash-flow lending structures.
• Understanding of private credit markets and direct lending strategies.
• Experience with industry-specific considerations in the food and beverage sector.

COMPENSATION & BENEFITS

The expected annual base salary range for this position is $175,000 to $250,000 USD. Within the range, individual pay is determined by job-related factors, including but not limited to education and skills, and is commensurate with experience. Additional compensation and benefits include a discretionary bonus, healthcare plan, 401(k) matching program, and flexible paid time off.

Proterra is an equal employment opportunity employer

At Securian Financial the internal title for this position is Product Sr Analyst or Product Consultant. The title and salary will be determined based on experience and applied skills.

Position Overview

The Risk, Compliance and Law Technology Product Consultant is responsible for driving product direction, defining requirements, and delivering measurable value for products supporting the Risk, Compliance, and Law (RiCoLaw) domain. This role aligns business objectives, customer needs, regulatory requirements, and enterprise risk priorities to deliver reliable, user-friendly, and sustainable technology solutions.

Serving as an agile champion, this role focuses on solving business and customer problems through thoughtful product strategy, backlog prioritization, and data-driven decision making. The Analyst partners closely with stakeholders to define outcomes, identify key performance indicators, and ensure delivery of solutions that support risk-informed decisions and enterprise governance objectives.

This role also serves as a workstream lead across RiCoLaw programming and support systems, contributing to medium to large initiatives and portfolio efforts. By leveraging domain expertise and strong stakeholder engagement, the Analyst helps protect employees, customers, and enterprise value..

Responsibilities include but are not limited to:

Maintenance and System Support (60%):

• Serve as a subject matter expert for Integrated Risk Management tooling, collaborating with cross-functional teams to ensure effective system configuration, alignment with the Common Risk Framework and business strategy, and data quality. This will include development and administration activities within tools.

• Take a consultative approach to create requirements documents for system builds or changes, empowering teams to develop solutions and internal documentation with guidance and knowledge transfer.

• Act as a liaison between vendors and internal customers to identify requirements and implement necessary system changes.

• Oversee releases by reviewing new features, facilitating testing, and developing documentation and communication materials for large implementations.

• Ensure system security through role creation, security groups, and compliance with legal requirements and internal standards.

• Ensure quality, managing ET Standards quality assurance activities, test case creation and documentation.

• Manage team SLA adherence to ET department standards.

• Develop and maintain technical documentation and training materials of system processes

System Enhancements and Optimization (40%):

• Provide leadership and subject matter expertise to a diverse set of stakeholders from the business, portfolio management, governance teams (Enterprise Architecture, ECS, etc.), and technical areas to articulate the business need and ensure technical solutions meet business objectives and goals. (Business case development and value optimization)

• Collaborate with Module Leads and Business Owners, leadership, and the RiCoLaw/Corporate Services Technology team to understand end-user needs, evaluate processes, and identify automation opportunities across functional areas.

• Act as a change agent for systems in our portfolio, enhancing capabilities to drive adoption, improve efficiency, and enhance user experience.

• Provide assessment and impact analysis of feature releases and lead optimization projects to maximize system potential for business users.

• Assist the Product Owner in developing the product roadmap, aligning capabilities with business objectives, and recommending improvements to streamline processes and enhance the end-user experience.

• Serve as a technology lead to ensure the success, adoption and innovation of current and future technology solutions

Other duties:

• Perform project management activities as needed to drive technology solutions that meet business outcomes. Manage small to medium sized projects. Drive decisions related to project planning, execution and closure. Assist with the research, selection, implementation and management and roll out of new technology solutions. Continually assesses business needs and implements solutions that will ensure customer expectations are met or exceeded by enhancing system capability and performance. Contribute to the ongoing change review process and advises on priority, impact, and cost of new change requests. Serves as system administrator for required platforms and ensures our systems are ran safely and securely. Enforce ET operating principles into business strategies

• Manage the requirements effort on small, less complex assignments. Utilize knowledge and experience from requirements reviews and testing activities to produce requirements used as a guideline for application development and test planning. Apply the appropriate requirements techniques, tools and templates based on the Solution Delivery Approach (e.g., traditional or Agile), project complexity and size.

  • Develop and communicate the requirements plan.

  • Identify resources for elicitation, capture the business need, document elicitation results and confirm expressed stakeholder requirements and concerns.

  • Produce quality requirements which meet the business needs, objectives and acceptance criteria to be used for design, development, testing and user acceptance.

  • Manage the requirements approval, baseline, solution validation and change management activities.

  • Finalize and archive all requirements related documentation.

• Responsible for providing leadership to all project stakeholders to coordinate decisions related to planning, development, design, testing and implementation of business solutions. This requires extensive knowledge of multiple division products and plans, proprietary business processes and systems, business workflow, vendor systems, contractual, client and\or regulatory requirements.

Qualifications

• Bachelor's Degree or an equivalent combination of education and directly related work experience required.

• In-depth understanding of Governance, Risk, and Compliance (GRC) or Integrated Risk Management (IRM) domains and work experience.

• Experience in system life-cycle phases, requirements elicitation, analysis, design (which includes Securian Governance processes), quality assurance testing, implementation, deployment, and system upgrades.

• Ability to effectively present technical and functional information in a manner that is understandable to all levels of the organization.

• Project management experience with demonstrated ability to multi-task and prioritize.

• Advanced analytical skills including excellent problem-solving skills with an understanding of core Integrated Risk Management business practices

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

#LI-hybrid **This position will be in a hybrid working arrangement.**

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

• 
  
  
• Advanced Customer Experience & Advisory Engagement:
  
  
• Deliver a highly personalized and consultative customer experience across inperson, phone, and digital channels.
  
  
• Conduct deeper financial conversations to understand short and longterm needs and recommend appropriate deposit, lending, and digital solutions.
  
  
• Serve as a primary point of contact for more complex customer relationships, partnering internally when additional expertise is needed.
  
  

• 
  
  
• Open and service consumer and smallbusiness (as authorized) accounts; complete account maintenance and ensure accuracy of documentation.
  
  
• Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
  
  
• Assist with debit/ATM issuance, safedeposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
  
  

• 
  
  
• Lead or assist in originating consumer loans with emphasis on Home Equity Loans and Home Equity Lines of Credit (HELOCs).
  
  
• Analyze credit reports, debttoincome ratios, collateral, and applicant financials to inform product recommendations.
  
  
• Prepare and package loan applications, gather required documentation, and manage the loan process through approval, closing, and file completion.
  
  
• Stay informed on lending regulations, pricing structures, underwriting standards, and policy changes.
  
  
• Support credit administration, resolve exceptions, and maintain regulatory compliance for all lending activity.
  
  

• 
  
  
• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
  
• Meet and exceed assigned individual and branchlevel sales, service, and referral goals.
  
  

• 
  
  
• Research and resolve escalated or complex service issues, account discrepancies, loan questions, digital banking problems, and transaction disputes.
  
  
• Provide clear communication and followthrough to ensure customer confidence and satisfaction.
  
  

• 
  
  
• Maintain strong operational controls and adhere to Nicolet policies, regulatory requirements, and security protocols.
  
  
• Support branch operations including teller backup, vault duties, balancing, dualcontrol procedures, and audit preparation.
  
  
• Uphold confidentiality, fraud prevention protocols, and high standards of data integrity.
  
  

• 
  
  
• Collaborate with teammates to support branch goals, participate in daily huddles, and contribute to a positive and inclusive environment.
  
  
• Represent Nicolet in community events and build relationships that strengthen pipeline development and brand presence.
  
  
• Provide informal coaching and support for newer employees, especially on lending fundamentals.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent required; additional education in business or finance preferred.
  
  
• Minimum 2-3 years of banking experience, including personal banking or advanced teller responsibilities.
  
  
• Prior experience in consumer lending or foundational credit analysis strongly preferred.
  
  
• Demonstrated ability to meet sales, service, and referral goals.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

• Completion of an exercise physiology program.

Key Responsibilities:

• Assists in the evaluation and treatment of patients ages 13 years old and older referred to the Cardiac Rehabilitation Programs, and other programs associated with the Cardiac Rehabilitation Services.
• Involved in the ongoing development of these programs.
• Conduct Stress Tests

This position is a casual/PRN position, intended to fill in PTOs, Leaves and open shifts.

• BLS certification within 1 month of hire.
• ACLS certification within 6 months of hire.
• ACSM Certification at the exercise specialist level within 12 months of employment
• OR a current RN license in MN with Cardiac Rehabilitation certification within 12 months.

About Essentia Health:

We are a top-rated employer offering work-life balance, long term career stability, opportunities for growth, and work you can be passionate about!  Our mission guides us every day: We are called to make a healthy difference in people’s lives. This calling resonates deeply for our caregivers and our colleagues working behind the scenes, who all bring high-quality, compassionate care to the patients we are privileged to serve.  We are like nowhere else:  Employee Benefits at Essentia Health: At Essentia Health, we’re committed to supporting your well-being, growth, and work-life balance. Our comprehensive benefits include medical, dental, vision, life, and disability insurance, along with supplemental options to fit your needs. We offer a 401(k) plan with employer contributions to help you plan for the future, and we invest in your professional development through training, tuition reimbursement, and educational programs. To help you thrive both at work and at home, we provide flexible scheduling, generous time off, and wellness resources focused on your physical, mental, and emotional health. Please note that benefit eligibility may vary. For full details, refer to your benefit summary or contact our HR Service Center at (218) 576-0000. Job Location: St Marys Hospital - Detroit Lakes Shift Rotation: Day Rotation (United States of America) Shift Start/End: 7:30 am/4:00 pm Hours Per Pay Period: Varies - PRN/Casual Compensation Range: $25.22 - $37.83 / hour Union: FTE: 0 Weekends: Call Obligations: Sign On Bonus:

JOB SUMMARY
Seeking a Full-time Doctoral Psychologist to Provide Psychology services to patients, ages twelve to adult, including evaluation and assessment, treatment, education, and consultation to improve clients’ abilities to their highest feasible level. The psychologist provides services as part of a care team assembled to assure optimal customer service, and clinical and financial outcomes, under the direction of Essentia Health service line management and the referring physician.

The Essentia Health Psychology department provides integrated psychological care and serves as a resource across medical specialties to promote positive patient outcomes from an empirically based wellness approach.  

The caseload covers a wide variety of medical diagnosis including, but not limited to chronic pain, migraines, insomnia, obesity, irritable bowel syndrome, cancer, cardiovascular disease, and neurological conditions.
Services the Health Psychology Department currently provides:

• This is a full-time position
• Evaluation and treatment of the psychological adjustment and coping with medical conditions and associated mental health symptoms
• Depression and anxiety with a mind/body approach
• Cognitive Behavior Therapy
• Trauma based care, EMDR
• Biofeedback assisted treatment
• Hypnosis
• Infertility Assessments
• Pre-surgical Psychological Assessments-Bariatric weight loss surgery, spinal stimulation

QUALIFICATIONS (minimum requirements)

• Ph.D., Psy.D in Psychology, current Minnesota license
• Experience in Health Psychology or as a Clinical Psychologist a plus.  Willing to mentor someone with interest or passion for Health Psychology.
• Candidates will be encouraged to become board certified in Health Psychology while working at Essentia
• The position requires a high level of customer service skills to establish and enhance positive relationships with patients, co-workers and others.

  LOCATION

• Duluth, MN – located at the westernmost tip of Lake Superior
• 150 miles north of Minneapolis/St. Paul
• Duluth population: 86,000 with surrounding communities approx. 120,000+

• Compensation:

$50.85-$76.28.  Hired candidates may be eligible to receive additional compensation in the form of bonuses, quality incentives or production-based compensation

For more information contact:

Carri Prudhomme, Essentia Health Recruiter

Email:  

Essentia Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, sexual identity, national origin, disability, or protected Veteran Status.

Our client is seeking a Custody Operations Analyst looking to grow their career in the banking industry and join their Reference Data Support team of 6 in St. Paul, MN. This person will be inputting coding data for other teams to utilize in their system. This involves working in a shared inbox and out of queue to input codes into multiple applications as well as back end processing and running reports, while confirming accuracy. The volume of requests can vary around 20-40 a day with same day deadlines and action items. The team will run reports and searches for reconciliation and accuracy. Therefore, the ideal candidate has experience working with deadlines, maintaining a strong attention to detail, great communication, work ethic and comfortable with repetitive tasks.

Required Skills & Experience:

• Bachelor's Degree or Associates with 2 years of experience
• Corporate Office Experience / Microsoft Office Products
• Strong Attention to Detail
• Microsoft Office Products: Excel - Pivot Tables - V-Look Ups - Knowledge of Macros
• Great communication, energy, and work ethic

Nice to Have Skills & Experience:

• Accounting, Finance, Science, Business Admin (background/ education)
• Experience working with task management

Pay Rate: $18-19/hour depending on experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

We are looking for a skilled Financial Reporting Analyst to join our team in Plymouth, Minnesota. In this role, you will play a key part in preparing and analyzing financial reports, ensuring accuracy and compliance with accounting standards. You will collaborate with cross-functional teams and contribute to improving financial processes to support organizational goals.

Responsibilities:

• Prepare and consolidate financial reports on a monthly, quarterly, and annual basis using systems such as Hyperion and Oracle.

• Conduct detailed variance analyses and summarize findings in concise reports for executive review.

• Ensure financial statements adhere to established accounting standards and organizational policies.

• Collaborate with accounting teams and sales/service locations nationwide to address reporting and data requirements.

• Partner with external auditors and international corporate teams to resolve reporting inquiries and provide necessary documentation.

• Identify and implement improvements in manual reporting processes to enhance accuracy and efficiency.

• Support the monthly financial close process, including data validation and system uploads into Hyperion.

• Maintain accurate chart of accounts, reporting hierarchies, and consolidation structures.

• Contribute to financial policy compliance and strengthen internal controls related to reporting.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related.

• A minimum of 2 years of experience in financial reporting.

• Comprehensive knowledge of US GAAP standards, with IFRS experience considered a plus.

• Hands-on experience with Hyperion.

• Advanced proficiency in Microsoft Excel for data manipulation and analysis.

• Strong attention to detail and the ability to work independently in a dynamic and fast-paced environment.

• Excellent interpersonal skills and the ability to collaborate effectively with diverse teams, including international stakeholders.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Role Summary

The Marketing Specialist on the Distribution Marketing Team plays a critical role in supporting TFL’s growth strategy by helping brokers and agents succeed. This associate works closely with the Marketing Manager and the Distribution team to execute marketing plans, manage sales email campaigns and webinars, and deliver content and tools that drive leads, support sales conversion, and recruit independent brokers.

This role is ideal for someone who is energized by marketing that drives measurable results. The associate will be a strong writer, tech-savvy, and collaborative, with the ability to write content, make website updates, manage email campaigns and webinars, create social content, and generate creative ideas that help producers sell more effectively.

Key Accountabilities

• Support the Distribution Marketing Team Lead with marketing plan execution, lead-gen program development and campaign coordination.
• Take ownership of program logistics: scheduling, content collection, coordination, and execution for public-facing workshops and webinars.
• Proofread, write, and edit content for broker/agent communications; conduct research and reporting as assigned.
• Develop social media (primarily LinkedIn) and other marketing content that supports broker engagement and recruitment.
• Manage sales email, workshop and webinar communications, ensuring timely, accurate, and brand-aligned messaging to brokers and agents.
• Measure and report on campaign performance, providing insights for improvement.

Qualifications & Skills

• Bachelor’s degree in Marketing, Advertising, Communications, or related field (or equivalent experience).
• 3-5 years of experience in marketing or communications preferred. Life insurance, insurance, or financial services experience a plus.
• Strong writing, editing and proofreading skills with attention to detail.
• Familiarity with social media platforms (LinkedIn required) and email marketing tools; ability to manage campaigns end-to-end.
• Tech-savvy with experience in website CMS editors and an interest in marketing automation and analytics.
• Ability to analyze campaign performance and prepare reports.
• Collaborative mindset and ability to work closely with sales and marketing teams.
• Self-starter with strong problem-solving skills; able to work independently and create solutions without step-by-step guidance.
• Interest in learning about financial products and distribution channels.

Opportunity Overview

Anderson Center is seeking a Forum Coordinator (Program & Event Coordinator) to support its mission of developing exceptional leaders and strengthening organizations across Greater Minnesota. As a Forum Coordinator, you’ll work alongside leaders, managers, and supervisors — helping deliver powerful leadership experiences while building your own professional toolkit in operations, event management, and executive communication.

This role plays a critical part in delivering high-quality leadership and management forums by coordinating logistics, supporting participants and teaching teams, managing core administrative processes, and ensuring a seamless experience from planning through execution and follow-up. The Forum Coordinator role reports to the Chief Operating Officer and collaborates with the Senior Forum Coordinator and the Business Development & Operations Manager.

This is a high-impact, hands-on position for a detail-oriented, service-minded professional who thrives in a collaborative, fast-paced environment and enjoys creating valuable learning experiences while supporting the operational excellence of the organization. Success in this role requires exceptional attention to detail, consistent follow-through, and pride in execution.

The Position

The Forum Coordinator is responsible for the following key objectives and areas of contribution.

Event & Program Management

Bring leadership forums to life – from venue setup to participant experience to operational support, ensuring a professional, welcoming, and well-organized experience for all.

• Take ownership of the on-site or virtual experience, ensuring every forum runs seamlessly
• Coordinate facilities, lodging, meals, transportation, and on-site logistics
• Arrange food and beverage, technology, and materials for in-person forums
• Set up and manage all required technology and support Discussion Leaders in its use
• Manage Zoom logistics, calendar invitations, and virtual session hosting
• Conduct post-forum administration, documentation, and follow-up

Participant & Client Experience

Deliver exceptional customer service and serve as a trusted point of contact for participants and partners.

• Send registration confirmations, pre-forum surveys, materials, and updates
• Respond promptly to participant questions and needs
• Welcome participants, lead group announcements, facilitate opening and closing sessions, and guide transitions throughout the forum experience
• Host evening activities and remain on site during multi-day forums, including overnight travel when required
• Ensure a positive, supportive, and professional learning environment

Operations & Administration

Support the operational backbone of Anderson Center’s programming.

• Utilize the Center’s project management system ( ) to track forum timelines, deadlines, tasks, and cross-functional coordination
• Maintain inventory and order supplies in coordination with the Senior Forum Coordinator
• Maintain data for accurate reporting, documentation, and organizational records
• Support general operations and administrative functions
• Assist with continuous improvement of forum systems and processes

Curriculum & Program Support

Coordinate the preparation and distribution of learning materials and support program development.

• Distribute curriculum materials to participants and teaching teams
• Schedule and coordinate teaching team preparation meetings
• Support customized programs and Harvard Business School curriculum management
• Collaborate with internal team members to ensure program quality and consistency

Qualifications & Qualities

Education & Experience

• Two or more years of related experience through full-time or part-time work, internships, externships, or relevant coursework
• Bachelor’s degree with strong academic performance preferred, but not required
• Opportunity to begin part-time while completing college may be available

Skills

• Strong planning, organization, scheduling, and follow-through abilities
• Demonstrated ability to manage detailed tasks accurately and consistently
• Excellent written and verbal communication skills
• Comfortable speaking in front of professional audiences and guiding group communication
• Proficiency with Zoom, Microsoft Word, Excel, PowerPoint, and Outlook
• Comfort learning and utilizing , a project management system
• Strong collaboration and relationship-building skills
• Ability to manage multiple priorities and deadlines effectively

Personal Qualities

• High initiative, reliability, and exceptional attention to detail
• Demonstrated record of achievement and accountability
• Brings an enthusiastic and professional presence to participant and partner interactions
• Team-oriented, flexible, and service-minded
• High integrity, enthusiasm, and positive attitude

Work Environment, Location & Travel

Anderson Center’s main office is located in St. Cloud, Minnesota. While some flexibility is supported when role responsibilities can be met, this position works effectively with a regular in-office presence to support collaboration, preparation, and program execution.

The Forum Coordinator will travel and be on-site for assigned Center Forums from setup through close, including occasional overnight stays. Travel provides the opportunity to build relationships and see the impact of leadership development firsthand.

Compensation, Wellbeing & Benefits

Anderson Center is committed to supporting the wellbeing, growth, and long-term success of its team members.

• Competitive compensation ($50,000–$65,000 annually, commensurate with experience)
• Comprehensive benefits package
• Mileage reimbursement
• Paid time off
• Professional development support
• Ongoing access to high-quality leadership and management education

This role offers a unique opportunity to learn alongside regional business and nonprofit leaders and gain exposure to best-in-class leadership development programming.

Who Thrives in this Role

You may be a strong fit if you:

• Gain satisfaction from making events and experiences run seamlessly
• Are energized by serving others and supporting meaningful work
• Brings positive, welcoming energy to professional environments
• Value high standards and continuous improvement
• Are excited by leadership development and professional growth
• Take pride in noticing details others might overlook
• Enjoy creating structure and clarity in complex projects
• Follow through consistently and meet deadlines without reminders

Make an Impact

As a Forum Coordinator at Anderson Center, you will play a vital role in delivering transformational learning experiences that strengthen leaders, organizations, and communities across Greater Minnesota. Your attention to detail, commitment to service, enthusiastic presence, and operational excellence will directly support the success of hundreds of leaders each year.