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Vice President, Advice

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Jimmy Jazz
Full Time position
Listed on 2026-09-18
Job specializations:
  • Management
    Change Management
Salary/Wage Range or Industry Benchmark: 239000 - 329000 USD Yearly USD 239000.00 329000.00 YEAR
Job Description & How to Apply Below
  • Location 225 South 6th Street,Suite 1400,Minneapolis, MN, 55402,United States
  • Base Pay $ - $ / Year
  • Employee Type FT Exempt
About You
  • People-Centered Leader:
    You develop strong leaders and high-performing teams through trust, coaching, clarity, and accountability.
  • Strategic Operator:
    You translate strategy into priorities, scalable systems, and measurable results.
  • Experience-Minded:
    You understand how leadership, operations, and technology come together to improve the client, advisor, and team member experience.
The Role

We’re looking for a strategic, people-focused leader to join our Personal Office team. In this role, you’ll lead North Rock’s Tax, Trust & Estate, Insurance, Bill Pay, Retirement Plan Services, and Advice Operations functions through their department leaders. You’ll strengthen leadership, create consistent operating disciplines, and improve how clients, advisors, and team members experience advice across North Rock.

What You’ll Do
  • Coach and develop department leaders, establishing clear expectations, accountability, and strong leadership practices
  • Translate firm priorities into focused departmental plans, goals, KPIs, and operating rhythms
  • Strengthen the client, advisor, and team member experience by improving coordination, communication, ownership, and service delivery
  • Build scalable operating systems, processes, and governance across Advice functions while preserving specialized expertise
  • Lead teams through growth and change, building alignment across departments and cross-functional partners
  • Partner with Technology, Operations, Compliance, Investments, Private Markets, and other teams to strengthen integrated advice delivery
  • Advance technology, automation, data, and process improvements that increase capacity, efficiency, and scalability
  • Travel up to 15% for leadership meetings, team engagement, firm events, and other business needs
What You Bring
  • Bachelor’s degree in Business, Finance, Management, Organizational Leadership, or a related field; equivalent relevant experience may be considered
  • 10+ years of progressive leadership experience, including meaningful experience leading leaders and multidisciplinary teams, preferably within wealth management
  • Proven success developing leaders, building high-performing teams, and strengthening accountability and execution
  • Experience leading organizational change and scaling operating models, processes, and technology
  • Strong understanding of client, advisor, and employee experience with the ability to lead effectively across specialized functions
  • Exceptional people leadership, emotional intelligence, communication, and ability to build alignment across teams
  • Experience with EOS or a comparable operating framework preferred
  • CFP®, CFA®, CPA, JD, advanced degree, or relevant leadership or operational credentials preferred
  • Must be authorized to work in the United States
  • Successful completion of a credit and criminal background check is required

The estimated base salary range for this role is $239,000 – $329,000 per year. Compensation is based on job-related knowledge, skills, experience, and geographical work location. This role may also be eligible for variable pay (bonuses, commissions, incentives).

Benefits include acompany-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous PTO.

About North Rock Partners

At North Rock Partners, we help people reach their potential through impactful advice. Our Personal Office® model delivers integrated financial and lifestyle guidance tailored to each client’s unique goals.

North Rock Partners is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

We are committed to providing reasonable accommodation throughout the application and employment process. For assistance, contact Peo

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