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Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

YEAR

Osaic

Finance Manager, M&A

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Osaic Inc

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This individual will build senior-level relationships, identify new business opportunities, increase engagement with our research platform, and work closely with research analysts, sales professionals, corporate access, marketing, and senior leadership. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support.

Piper Sandler

Head of RIA & Family Office Research Distribution

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Piper Sandler Companies

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

HOUR

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Operations Professional

Financial Professional

Trading Specialist

Office Services Associate

Service Professional

Supervisor, Operations

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Senior Finance Manager, M&A

This individual will be responsible for expanding Wilshire's presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. The role will focus on driving adoption of Wilshire's investment solutions, model portfolios, manager research capabilities, outsourced investment solutions, and alternative investment offerings across the wealth management landscape.

Wilshire Advisors, LLC

Vice President, Wealth Business Development (Midwest)

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Complex Product Manager

ADAPTED_NOW

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Onboarding & Process Mastery (First 90 Days): Learn Fiat's planning, sales, and servicing process end-to-end by shadowing advisors in client and prospect meetings and attending workshops and educational events. The Director acts as the internal leader and mentor for Fiat's sales advisors, and as a key partner to the servicing advisor team in shaping the client journey from first meeting through ongoing service.

Ti-Zack Concrete, LLC

Director of Sales

Dynamics ATS

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

Affiliate Growth Consultant

Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.

Bank of Montreal

Wealth Planner

At this level, employees typically receive a $2,500 salary increase annually and are eligible to participate in our firmwide annual bonus program (bonuses are typically between 5-10%, though bonuses are not guaranteed and are dependent on both organizational and individual performance). Through our Public Sector practice, we work alongside impact-focused leaders to build innovative funding structures and implement data-driven practices that deliver better results for people and communities.  .

Social Finance

Associate, Public Sector Practice

Key roles and responsibilities include: (i) partnering with WCIB Business Units (BUs) and other Risk, Compliance, and Audit Professionals to help create, implement, maintain, review, and oversee an effective risk management framework, (ii) completing projects and/or activities that confirm compliance with fiduciary/trust requirements and applicable federal, state and local laws and regulations, (iii) identifying control and process weaknesses through testing activities, (iv) partnering with BUs and Risk Management groups to recommend and influence solutions to mitigate compliance risks, and (v) effectively communicating testing results to the Manager, including well written draft reports, and for responding to and/or escalating significant risks as appropriate. Experience supporting or overseeing fiduciary and investment-related businesses, including Personal Trust, Institutional Trust, Corporate Trust, Asset Management, Registered Investment Adviser (RIA), or Fund Services activities.

Investment Advisor Jobs in Minnesota

Finance Manager, M&A Osaic

Finance Manager, M&A Osaic Inc

Head of RIA & Family Office Research Distribution Piper Sandler

Head of RIA & Family Office Research Distribution Piper Sandler Companies

Operations Professional Cetera Financial Group Inc

Financial Professional Cetera Financial Group Inc

Trading Specialist Cetera Financial Group Inc

Office Services Associate Cetera Financial Group Inc

Service Professional Cetera Financial Group Inc

Supervisor, Operations Cetera Financial Group Inc

Senior Finance Manager, M&A Osaic Inc

Senior Finance Manager, M&A Osaic

Vice President, Wealth Business Development (Midwest) Wilshire Advisors, LLC

Complex Product Manager Osaic Inc

Complex Product Manager Osaic

Director of Sales Ti-Zack Concrete, LLC

Affiliate Growth Consultant Cetera Financial Group Inc

Wealth Planner Bank of Montreal

Associate, Public Sector Practice Social Finance

Compliance Quality Assurance Lead Testing Analyst - Fiduciary Oversight and Testing US Bank

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