Vice President, Advice Experience

Jimmy Jazz; Minneapolis (MN); On-site; USD 239,000 - 329,000; Full time

Benefits offered by this job

ESOP

Retirement plans

Tuition reimbursement

Healthcare/dental/vision

Generous PTO

Job summary

NorthRock Partners seeks a strategic, people‑focused leader to head the Personal Office. You will guide Tax, Trust & Estate, Insurance, Bill Pay, Retirement Plan Services, and Advice Operations through department leaders, strengthening leadership and operating disciplines to improve the client, advisor, and team member experience.

You will partner with Technology, Compliance, Investments, and other teams to deliver integrated advice, advance automation, and scalable processes while traveling up

Qualifications

• Bachelor’s degree required or equivalent experience.
• 10+ years of progressive leadership experience, incl. leading leaders.
• Experience scaling operating models, processes, and tech.
• Strong client/advisor/employee experience understanding.
• EOS or similar operating framework preferred.
• Authorized to work in the United States; background checks required.

Responsibilities

• Coach and develop department leaders with clear expectations and accountability.
• Translate priorities into departmental plans, KPIs, and rhythms.
• Improve client, advisor, and team member experience across Advice functions.
• Build scalable operating systems and governance while preserving expertise.
• Lead teams through growth, aligning cross‑functional partners.
• Partner with Technology, Operations, Compliance, Investments, and more.
• Advance tech, automation, data, and processes to increase capacity.
• Travel up to 15% for leadership meetings and events.

Skills

Leadership

People leadership

Strategic thinking

Change management

Communication

Emotional intelligence

Cross-functional collaboration

Executive collaboration

Authorized work USA

Education

Bachelor's degree in Business, Finance, Management, Organizational Leadership or related field

Experience leading leaders and multidisciplinary teams

Preferred credentials: CFP, CFA, CPA, JD or advanced degree

Job description

• Location 225 South 6th Street,Suite 1400,Minneapolis, MN, 55402,United States
• Base Pay $239,000.00 - $329,000.00 / Year
• Employee Type FT Exempt

About You

• People-Centered Leader: You develop strong leaders and high-performing teams through trust, coaching, clarity, and accountability.
• Strategic Operator: You translate strategy into priorities, scalable systems, and measurable results.
• Experience-Minded: You understand how leadership, operations, and technology come together to improve the client, advisor, and team member experience.

The Role

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

What You’ll Do

• Coach and develop department leaders, establishing clear expectations, accountability, and strong leadership practices
• Translate firm priorities into focused departmental plans, goals, KPIs, and operating rhythms
• Strengthen the client, advisor, and team member experience by improving coordination, communication, ownership, and service delivery
• Build scalable operating systems, processes, and governance across Advice functions while preserving specialized expertise
• Lead teams through growth and change, building alignment across departments and cross-functional partners
• Partner with Technology, Operations, Compliance, Investments, Private Markets, and other teams to strengthen integrated advice delivery
• Advance technology, automation, data, and process improvements that increase capacity, efficiency, and scalability
• Travel up to 15% for leadership meetings, team engagement, firm events, and other business needs

What You Bring

• Bachelor’s degree in Business, Finance, Management, Organizational Leadership, or a related field; equivalent relevant experience may be considered
• 10+ years of progressive leadership experience, including meaningful experience leading leaders and multidisciplinary teams, preferably within wealth management
• Proven success developing leaders, building high-performing teams, and strengthening accountability and execution
• Experience leading organizational change and scaling operating models, processes, and technology
• Strong understanding of client, advisor, and employee experience with the ability to lead effectively across specialized functions
• Exceptional people leadership, emotional intelligence, communication, and ability to build alignment across teams
• Experience with EOS or a comparable operating framework preferred
• CFP®, CFA®, CPA, JD, advanced degree, or relevant leadership or operational credentials preferred
• Must be authorized to work in the United States
• Successful completion of a credit and criminal background check is required

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

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

About NorthRock Partners

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

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

We are committed to providing reasonable accommodation throughout the application and employment process. For assistance, contact [e-mail].