<h3>Job Description</h3>
Job Description Responsibilities
<ul>
<li>Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients </li>
<li>Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions </li>
<li>Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items </li>
<li>Critical in supporting, retaining and building meaningful client relationships </li>
<li>Participate in the sales process in partnership with team to build new client relationships </li>
<li>Actively develop skills in various software programs for investment and financial planning </li>
</ul>
Qualifications 
<ul>
<li>Bachelor's degree (degrees in finance or related field are a plus) </li>
<li>2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience </li>
<li>CFP designation or Series 65 required</li>
</ul>
Skills &amp; Knowledge 
<ul>
<li>Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning </li>
<li>Previous experience with high net worth or ultra-high net worth clients/families is preferred </li>
<li>Experience utilizing financial planning software (eMoney, MoneyGuide Pro) </li>
<li>Highly effective interpersonal, relationship management and communication skills </li>
<li>Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities </li>
</ul>
We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $108,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. Hybrid Position #LI-SU1 #LI-Hybrid EOE/M-F/D/V

Senior Wealth Manager

Wealth Manager

Financial Consultant

<h3>Job Description</h3>
Job Overview: 
The Accounting Compliance Manager will&nbsp;lead&nbsp;the payroll accounting compliance function, ensuring adherence to all applicable state and federal regulations and reporting requirements. This role will manage a team of compliance specialists and oversee processes that support&nbsp;accurate&nbsp;payroll accounting and tax compliance across the organization.&nbsp;
This job is located in Warroad, MN.&nbsp;If you're considering relocating to Warroad, you may be eligible for a relocation benefit package to assist with your move. Marvin offers an extensive relocation benefit package that includes the movement of your household goods, temporary housing, and much more – in addition to a relocation counselor to assist you throughout the entire journey.&nbsp;&nbsp;
 Highlights of your role:
<ul>
<li>
Lead and develop a team responsible for payroll accounting compliance activities, providing coaching, guidance, and performance management.&nbsp;
</li>
</ul>
<ul>
<li>
Partner with compensation, benefits, and accounting teams to ensure compliance with new or expanded programs.&nbsp;
</li>
</ul>
<ul>
<li>
Oversee resolution of complex payroll and accounting compliance issues.&nbsp;
</li>
</ul>
<ul>
<li>
Direct the implementation and monitoring of payroll tax payment processes and quarterly/annual payroll tax filings.&nbsp;
</li>
</ul>
<ul>
<li>
Manage monthly and annual payroll-related general ledger entries, including tax postings and reconciliations.&nbsp;
</li>
</ul>
<ul>
<li>
Ensure&nbsp;timely&nbsp;and&nbsp;accurate&nbsp;support during annual external and internal audits.&nbsp;
</li>
</ul>
<ul>
<li>
Develop, analyze, and communicate reporting to senior leadership, including compliance metrics and risk assessments.&nbsp;
</li>
</ul>
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<li>
Drive continuous improvement initiatives within payroll compliance processes.&nbsp;
</li>
</ul>
<ul>
<li>
Oversee and execute various projects and process enhancements as needed.&nbsp;
</li>
</ul>
 You're a good fit if you have (or if you can):
<ul>
<li>
Strong knowledge of employment tax rules in a complex payroll accounting environment.&nbsp;
</li>
</ul>
<ul>
<li>
Proven leadership skills with the ability to develop and motivate a team.&nbsp;
</li>
</ul>
<ul>
<li>
Advanced analytical and Excel reporting skills.&nbsp;
</li>
</ul>
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<li>
Ability to build strong relationships with internal and external partners.&nbsp;
</li>
</ul>
<ul>
<li>
Demonstrated&nbsp;initiative&nbsp;and ability to manage multiple priorities.&nbsp;
</li>
</ul>
<ul>
<li>
Detail-oriented with strong organizational and problem-solving skills.&nbsp;
</li>
</ul>
 Also want to make sure you have:
<ul>
<li>
Bachelor’s degree in Accounting; CPA preferred.&nbsp;
</li>
</ul>
<ul>
<li>
7+ years of relevant experience in payroll compliance and accounting processes, including multi-state operations.&nbsp;
</li>
</ul>
<ul>
<li>
2+ years of leadership experience managing direct reports.&nbsp;
</li>
</ul>
<ul>
<li>
Experience with HRMS systems, including application change management and vendor partnerships.&nbsp;
</li>
</ul>
 We invite you to See Yourself at Marvin:
From people to products, Marvin is committed to creating better ways of living. When you join this family-owned and -led window and door company, you belong to a community full of opportunities.
For more than a century, we’ve been at the forefront of designing, building, and engineering premium, award-winning products. Today, Marvin is also proud to have been named a Top Large Employer by Forbes Magazine two years in a row, in 2024 and 2025. With operations in 19 cities across North America, we manufacture Marvin’s quality products, including Infinity Replacement Windows and Doors, and TruStile Doors. 
Together, we uphold our values and foster a culture where safety and the wellbeing of our people comes first. We take a better living approach with benefits to support you at work and beyond. From day one, you will enjoy health insurance, paid holidays, paid parental leave, a 401(k) retirement savings match and more!
Some of our unique and most popular benefits include:
<ul>
<li>$300 annual wellbeing account to spend on what helps you feel happy + healthy</li>
<li>Better Living Day! (a paid day off to go have some fun)</li>
<li>Annual profit sharing – recognizing everyone’s contribution to Marvin’s success</li>
<li>Giving at Marvin – participate in organized volunteer opportunities</li>
<li>Brighter Days Fund – financial support from your colleagues and the Marvin family during personal hardships</li>
</ul>
Join the more than 8,000 Marvin team members to experience these benefits and more. Apply today!
#LI-CM1 
 Marvin is an Equal Opportunity Employer:
Marvin is committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable laws. Applicants requiring reasonable accommodation for any part of the application and hiring process may contact us at <a href="mailto:CareerSupport@marvin.com" target="_blank">CareerSupport@marvin.com</a>.
 Compensation: $108,000 - $144,000 annually

41,166 Jobs in Shakopee, MN, USA