;

11 results for Software And Applications Manager in Minneapolis, MN

Relevance

Date Posted

Create a Job Alert

Email me about new Software And Applications Manager jobs in Minneapolis, MN

Are you sure you want to pass on this job?

Job Description: Financial Advisor

Summary:

The primary responsibility of the Financial Advisor is to enhance the quality and timeliness of services provided to clients. This includes managing client relationships independently or with guidance from more experienced advisors. The role involves formulating and implementing financial advice while utilizing team members and strategic partners to develop recommendations.

Essential Duties and Responsibilities:

To successfully perform in this role, the Financial Advisor must execute the essential duties efficiently and accurately. Duties may evolve as needed by management. Key responsibilities include, but are not limited to:

Trading and Monitoring Transactions:

Execute trades on a discretionary basis through institutional platforms.
Provide backup trading support as required.
Initiate money movements based on client requests and trade requirements.
Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards.
Execute trades and rebalancing in non-discretionary accounts, including variable annuities and education savings plans.

Client Service and Communications:

Conduct financial reviews with clients through virtual, phone, or in-person meetings.
Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies.
Provide target allocations for externally held retirement plans such as 401(k) and 403(b) accounts.
Prepare performance reports for annual client review meetings.
Support and learn methods for creating client financial projections.
Monitor capital gains/losses and contribute to tax-efficient planning strategies.
Assist with year-end tax planning activities.
Stay current on advanced topics such as tax, retirement planning, insurance, and estate planning techniques.
Implement planning strategies discussed during client review meetings.

Operational Support:

Suggest new ideas or process improvements to enhance team operations.
Learn business processes and compliance systems, providing backup support as necessary.
Update client information, including contact details and life changes, in CRM systems and platforms (e.g., Salesforce, eMoney).

Additional Responsibilities:

Adhere to company policies as outlined in the Employee Handbook.
Utilize PCs, the Internet, email, and Microsoft Office applications daily.
Maintain flexibility in working effectively from both the office location and remote environments.

This role provides an opportunity to contribute to client success while growing knowledge in financial planning, taxation, and investment management. Flexibility, teamwork, and attention to detail are key to excelling in this position.

Qualifications

Series 7 and 66 securities licenses and life/health insurance license
Bachelor's degree
5-6 years of experience in the financial services industry is preferred but is not required. CFP® designation preferred but not required.
Highly proficient in MS Office; experience with any financial industry software a plus
Excellent communication, organizational and interpersonal skills (integrity, humility, respect, empathy, and a healthy sense of humor).
Ability to work independently but also be a proactive contributing team member
Strong attention to detail and ability to follow through on projects effectively

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

11 results for Software And Applications Manager in Minneapolis, MN

Relationship Manager Job Description: Financial AdvisorSummary:The primary responsibility of the Financial Advisor is to enhance the quality and timeliness of services provided to clients. This includes managing client relationships independently or with guidance from more experienced advisors. The role involves formulating and implementing financial advice while utilizing team members and strategic partners to develop recommendations. Essential Duties and Responsibilities:To successfully perform in this role, the Financial Advisor must execute the essential duties efficiently and accurately. Duties may evolve as needed by management. Key responsibilities include, but are not limited to:Trading and Monitoring Transactions:<ul><li>Execute trades on a discretionary basis through institutional platforms.</li><li>Provide backup trading support as required.</li><li>Initiate money movements based on client requests and trade requirements.</li><li>Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards.</li><li>Execute trades and rebalancing in non-discretionary accounts, including variable annuities and education savings plans.</li></ul>Client Service and Communications:<ul><li>Conduct financial reviews with clients through virtual, phone, or in-person meetings.</li><li>Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies.</li><li>Provide target allocations for externally held retirement plans such as 401(k) and 403(b) accounts.</li><li>Prepare performance reports for annual client review meetings.</li><li>Support and learn methods for creating client financial projections.</li><li>Monitor capital gains/losses and contribute to tax-efficient planning strategies.</li><li>Assist with year-end tax planning activities.</li><li>Stay current on advanced topics such as tax, retirement planning, insurance, and estate planning techniques.</li><li>Implement planning strategies discussed during client review meetings.</li></ul> Operational Support:<ul><li>Suggest new ideas or process improvements to enhance team operations.</li><li>Learn business processes and compliance systems, providing backup support as necessary.</li><li>Update client information, including contact details and life changes, in CRM systems and platforms (e.g., Salesforce, eMoney).</li></ul>Additional Responsibilities:<ul><li>Adhere to company policies as outlined in the Employee Handbook.</li><li>Utilize PCs, the Internet, email, and Microsoft Office applications daily.</li><li>Maintain flexibility in working effectively from both the office location and remote environments.</li></ul>This role provides an opportunity to contribute to client success while growing knowledge in financial planning, taxation, and investment management. Flexibility, teamwork, and attention to detail are key to excelling in this position.

PeopleSoft Change Manager/Sr. Consultant We are offering a long-term contract position for a PeopleSoft Change Manager/Sr. Consultant in Saint Paul, Minnesota. This role is primarily in the IT industry, where you will be responsible for driving project-level change strategies, conducting stakeholder analysis, and creating and executing enterprise-wide change strategies. Responsibilities • Implement project-level change strategies that align with the organization's vision and goals. • Analyze stakeholders, identify key individuals, and devise strategies for engagement and communication. • Identify change impacts for various stakeholder groups through current state assessments. • Develop and implement enterprise-wide change strategies and address any potential resistance. • Use stakeholder readiness assessment data to engage impacted audiences in relation to the processes and technical systems involved in the projects. • Ensure eligibility to work in the U.S. to shape and sustain stakeholder behavior. • Work with the internal communication department to develop a detailed communication plan, ensuring a unified approach. • Communicate effectively across organizational levels, using a variety of communication modes to deliver clear and concise messages to different audiences. • Utilize skills in Atlassian Jira, Cisco Technologies, Cloud Technologies, CRM, Database, About Time, Agile Scrum, Budget Processes, Change Management, Communication, ADKAR, Organizational Change Management, PeopleSoft Application, and PeopleSoft.

Product Manager We are seeking a Product Manager to join our team in the manufacturing industry, based in Minneapolis, Minnesota. In this role, you will work closely with the Product Engineering team, define program scope, and manage various aspects of product and project management. This role offers a long term contract employment opportunity. Responsibilities: • Collaborate with the Product Engineering team to develop new products and improve existing ones • Utilize tools such as Atlassian Jira and Microsoft Suite proficiently to manage projects and track progress • Define the scope of programs and projects, setting clear objectives and expectations • Create and analyze surveys to gather data and insights for product development • Manage and monitor the use of cloud technologies and bug tracking systems to ensure efficient workflow • Apply knowledge of Android Development and Artificial Intelligence (AI) in product development and management • Utilize AB Testing and Agile Scrum methodologies to optimize product performance and customer satisfaction • Develop and manage a well-groomed backlog to prioritize tasks and projects • Communicate effectively with team members and stakeholders, presenting updates and findings regularly • Leverage your skills in 'About Time' for effective project management and timely product delivery.

Accounting ERP Manager We are seeking an Accounting ERP Manager to join our manufacturing team in Plymouth, Minnesota. In this role, you will be entrusted with the task of managing our company's financial reporting package, including related disclosures, while also handling our ERP and consolidation solutions. You will also act as a liaison between the Finance Department and Information Technology staff, vendor resources, and other staff resources that utilize financial systems. Responsibilities: • Oversee the maintenance and management of company general ledgers, preparing departmental, divisional, and consolidated operating and financial statements. • Manage the accounts payable ledger, supervise banking and cashiering activities as needed. • Handle the compilation of consolidated financial statements and related disclosures. • Develop and implement policies and procedures to support the organization's accounting policies. • Interact with outside auditors, participate in occasional auditing projects, and provide information and access to general ledger and other accounting records as required. • Supervise employees by establishing, reviewing, and providing feedback regarding annual performance goals. • Collaborate with corporate and business unit accounting teams to support the financial close process. • Prioritize and monitor the status of special projects continuously. • Research technical accounting guidance and its application to the company. • Maintain the chart of accounts for USGAAP and Japanese GAAP in Oracle. • Lead the Finance Business Systems Analysts for the maintenance, upgrades and other core components of the ERP (Oracle) and other financial system software (Hyperion and SAP), ensuring software modifications and upgrades are successfully tested before implementation to the live environment.

Accounting Clerk We are in search of an Accounting Assistant to join our team. Located in Shakopee, Minnesota, the role involves a variety of accounting and administrative tasks within the construction industry. As an Accounting Assistant, you will be instrumental in project billing, equipment costing, and sales/income tax reporting, among other tasks. Responsibilities:• Facilitate job billing and closure in collaboration with project managers and customers• Conduct job and equipment costing to ensure accurate financial records• Prepare and assist in sales/income tax reporting and audits• Leverage strong computer skills to maintain and update customer credit records• Utilize software such as Microsoft Excel, QuickBooks, and SAP for various accounting processes• Process customer credit applications with precision and efficiency• Perform account reconciliation tasks to ensure financial accuracy• Handle accounts payable and accounts receivable operations• Perform data entry tasks and invoice processing as required• Play a vital role in maintaining customer relations by resolving inquiries and monitoring accounts.

Accounts Receivable Specialist We are inviting applications for the role of Accounts Receivable Specialist in the manufacturing industry, based in Saint Paul, Minnesota. As an Accounts Receivable Specialist, your role will encompass the management of accounts receivable and the handling of aging reports for multiple business entities. This position will require you to communicate with clients primarily via email, manage multiple ERP systems, and adopt best practices for credit and collections. Responsibilities:• Ensure timely follow-ups on overdue accounts by monitoring and analyzing AR and aging reports.• Resolve invoice-related issues and reconcile discrepancies in coordination with internal and external stakeholders.• Conduct regular outreach to customers with delinquent accounts through emails, providing invoices, payment reminders, and resolving concerns to expedite payments.• Handle calls pertaining to collections, discussing unresolved balances and clarifying payment terms.• Update payment statuses, manage AR reporting, and retrieve account data by navigating and utilizing multiple ERP systems.• Follow established workflows to ensure data consistency and accuracy across systems.• Identify trends in late payments or disputes and recommend process improvements to reduce delinquency rates.• Contribute to the enhancement of credit and collections procedures.• Prepare regular reports summarizing AR aging, collections status, and cash flow forecasts.• Maintain accurate records of communications, adjustments, and payment agreements in compliance with company policies.• Collaborate with internal teams across departments to resolve customer disputes and discrepancies efficiently and serve as the point of contact for collections-related inquiries. *Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment. Please submit your resume and call Jordan Lynch at 651-293-3973 for review and consideration.

Billing Analyst We are on the lookout for a meticulous Billing Analyst to be an integral part of our team in the Healthcare, Hospitals, and Social Assistance industry based in Eden Prairie, Minnesota. The selected candidate will play a crucial role in managing customer records, processing applications, and addressing customer inquiries. In addition, the role involves overseeing customer accounts and implementing necessary measures. Responsibilities: • Efficiently process credit applications of customers ensuring accuracy at all times.• Maintain meticulous records of customer credit.• Handle customer inquiries and provide solutions promptly.• Monitor customer accounts closely and undertake appropriate actions as needed.• Engage directly with patients to discuss due balances and devise plans for payment collection.• Respond to incoming calls directed to the Billing Office, addressing queries related to balance and insurance.• Work closely with the Claims Specialist and Eligibility Specialist to provide patients with information regarding coverage.• Discuss with the Business Office Manager regarding the process of sending bills over 150 days to collections.• Appeal against rejected or denied claims.• Utilize various insurance provider portals to research claim information and follow up on outstanding claims.• Deliver exceptional customer service and complete any additional tasks as required.• Showcase high-quality work in A/R assignments.• Assist in various departmental tasks as assigned including generating itemized statements, handling record requests, and answering incoming phone calls.

Billing Clerk Robert Half is seeking an ambitious Billing Clerk with strong organizational skills and a high level of attention to detail and accuracy to join a focused and motivated team in the manufacturing industry. In this Billing Clerk position, you will review bills and perform data entry into spreadsheets and accounting software. We are seeking candidates looking for work based in the Woodbury, Minnesota area for this Billing Clerk opening. Responsibilities:- Obtain missing or correct data when necessary, after evaluating billing documents and other data for accuracy and completeness- Issue monthly customer statements- Operate closely with other functional teams to certify data consistency and excellence- Review, process, and evaluate bills or invoices for services rendered- Establish financial controls and procedures- Process credit memos *Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment. Please submit your resume and call Jordan Lynch at 651-293-3973 for review and consideration.

Tax Manager - Public We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns. Responsibilities: • Manage multiple client engagements simultaneously, ensuring the overall success of each project • Foster and maintain relationships with executives across various family offices • Prepare and review Trust Tax Returns and Estate Tax Returns • Utilize strong trust accounting skills to maintain accuracy and efficiency • Directly manage, develop, train, and mentor team members on projects and assess performance for engagements • Supervise and review team members' work for accuracy and compliance with professional standards • Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s • Review Real Estate partnerships and apply tax code to unique circumstances • Read, understand, and apply directions contained in trust documents prepared by others • Maintain active communication with clients to manage expectations and ensure satisfaction • Participate in firm-wide initiatives including recruitment • Work with partners on proposals and business development.

Director of Product Management (Interim) We are offering a contract to permanent employment opportunity for an Interim Director of Product Management in the Healthcare/NHS industry, based in Plymouth, Minnesota. In this role, you will be responsible for managing a team, leading implementation/migration projects, collaborating with cross-functional teams, planning product roadmaps, and monitoring performance. Responsibilities:• Lead a team of product managers/product owners to support the delivery of features and enhancements for the patient experience and specific requirements for our business and third-party care units• Oversee migrations/onboarding for new clients our app/web experience, working closely with business and market leaders to ensure successful delivery and post-launch experience.• Collaborate with business leaders, designers, engineers, marketers, and operations to align and successfully deliver digital product initiatives for our patient experiences.• Maintain and prioritize the product roadmap focused on improving patient interactions and outcomes, ensuring successful delivery of roadmap commitments.• Monitor key performance indicators (KPIs) related to patient engagement and satisfaction, develop post-launch tracking, and partner with the analytics team for required reporting.• Maintain open lines of communication with all stakeholders involved in the migration process, regularly update them on progress, address any concerns promptly, and gather feedback to continuously improve the migration strategy.• Utilize software tools including PowerPoint for storytelling and executive-level communications, Aha, Miro, and Figma.

Controller We are offering an exciting opportunity for a Controller in the logistics industry, located in Roseville, Minnesota. The Controller will play a crucial role in managing and overseeing the financial operations of our multi-state enterprise, focusing on financial reporting, accounting, treasury management, and budgeting. Responsibilities: • Overseeing the activities of the corporate accounting department to provide comprehensive financial information throughout the organization based on sound financial processes. • Managing general ledger, property & equipment, accounts payable, cash application, and credit card processing tasks. • Implementing and administering treasury management and electronic banking design. • Supervising monthly financial closes and reporting. • Ensuring compliance with Federal, state, and local income and sales tax filing requirements. • Managing annual financial audits in collaboration with an external CPA firm. • Participating in special projects, including profitability analyses and targeted reporting. • Collaborating with the Executive Team and managers throughout the organization. • Overseeing database management and reporting, primarily using Excel & Vena FP& A. • Managing and mentoring a team of accounting professionals. • Performing other duties as assigned by management.