VP, Advice Experience & Operations

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

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