VP, Advice Experience & Operations

NorthRock Partners; Minneapolis (MN); On-site; USD 239,000 - 329,000; Full time

Benefits offered by this job

ESOP

Strong retirement plans

Tuition reimbursement

Healthcare/dental/vision coverage

Generous PTO

Job summary

NorthRock Partners seeks a strategic, people-focused leader to head the Personal Office and its Tax, Trust & Estate, Insurance, Bill Pay, Retirement Plan Services, and Advice Operations functions. You will strengthen leadership, establish operating disciplines, and elevate how clients, advisors, and team members experience advice across NorthRock.

You will coach department leaders, translate priorities into plans with KPIs, and drive scalable processes and governance while collaborating with

Qualifications

• 10+ years of progressive leadership experience, including leading leaders and multidisciplinary teams
• Experience in wealth management or financial services preferred
• Experience leading organizational change and scaling operating models
• Strong focus on client/advisor/employee experience

Responsibilities

• Coach and develop department leaders with clear expectations and accountability
• Translate firm priorities into departmental plans, KPIs, and rhythms
• Improve client/advisor/team experience through better coordination and delivery
• Build scalable operating systems, processes, and governance across Advice functions
• Lead growth and change with cross-functional alignment
• Partner with Technology, Compliance, Investments, and other teams to strengthen delivery
• Advance technology, data, and process improvements to increase capacity and efficiency
• Travel up to 15% for meetings and events

Skills

Leadership

Strategic thinking

Change management

Communication

Emotional intelligence

People development

Cross-functional collaboration

Executive presence

Project management

Client/advisor experience

Education

Bachelor’s degree in Business/Finance/Management/Organizational Leadership

CFP/CFA/CPA/JD or advanced leadership/operational credentials preferred

Job description

NorthRock Partners seeks a strategic, people-focused leader to head the Personal Office and its Tax, Trust & Estate, Insurance, Bill Pay, Retirement Plan Services, and Advice Operations functions. You will strengthen leadership, establish operating disciplines, and elevate how clients, advisors, and team members experience advice across NorthRock.

You will coach department leaders, translate priorities into plans with KPIs, and drive scalable processes and governance while collaborating with