NorthRock Partners Jobs in United States

We're looking for a strategic and detail-oriented professional to join our Private Markets team. · ...

We're looking for a strategic results-driven professional to join our Compliance team. · Own and manage core components of the compliance program including regulatory filings policies procedures testing monitoring and documentation. · Serve as a lead contributor for SEC examinati ...

+We're looking for a proactive, client-centric professional to join our Client Experience team. · +Partner with Advisors and team members to prepare client-ready meeting materials and follow-up deliverables · Serve as a Client Relationship Manager for select clients, ensuring sea ...

We're looking for a service-oriented, detail-driven professional to join our Client Service team. In this role, you'll serve as a consistent point of contact for clients and their families, supporting financial planning and lifestyle service needs through proactive coordination a ...

We're looking for a detail-oriented and service-driven professional to join our Enterprise Resources team. In this role, you'll ensure a seamless, welcoming and high-functioning office environment while supporting internal initiatives and cross-functional projects. · The ideal ca ...

We're looking for a service-oriented detail-driven professional to join our Client Service team. · ...

This is a seasonal opportunity as Tax Reviewer in Tax Services team. In this role you will support the review of individual tax returns for high-net-worth individuals families and business owners. · Review individual tax returns for accuracy completeness and compliance with feder ...

We're looking for a service-oriented, detail-driven professional to join our Client Service team. · Deliver high-touch service and timely support to clients and their families in alignment with firm service standards · Partner with Advisors and internal teams to coordinate and ex ...

We're looking for a strategic, results-driven professional to join our Compliance team. In this role, you'll oversee and advance NorthRock's compliance program across advisory and private fund operations. · Bachelor's degree in finance, compliance, pre-law or related field; · 5–7 ...

Analytical Thinker: You enjoy breaking down complex financial information and transforming it into clear, actionable insights · Intellectually Curious: · You have a strong interest in investing, capital markets, · and business building. · ...

We're looking for a highly skilled, resourceful technical professional to join our Technology team. · Deliver advanced technical support and manage complex projects. · Drive stability across our technology environment. · ...

We are looking for a detail-oriented and service-driven professional to join our Enterprise Resources team. · Manage day-to-day office operations. · Supervise and support the Office Experience Coordinator. · ...

You're a collaborative communicator who builds trust quickly and is a technical thinker who loves solving complex planning puzzles. · Partner with advisors to build client-ready financial plans and materials · ,Mentor junior team members and contribute to process improvements · , ...

This is a temporary role expected to last approximately 1 month with potential for extension based on business needs. · As a Temporary Operations Associate you will help manage documentation workflows and support the intake and execution of sensitive financial materials.Process c ...

We're looking for a strategic, results-driven professional to join our Compliance team. · (Owning and managing core components of the compliance program Serving as a lead contributor for SEC examinations, · mock audits, · and internal reviewsMonitoring regulatory developments and ...

We're looking for a detail-oriented professional to join our Client Service team. The ideal candidate thrives in a fast-paced environment and is known for strong communication skills and care through detail. · Partner with Advisors to prepare and deliver client-ready meeting mate ...

You build deep, authentic relationships and deliver a high-touch service experience. · We're looking for a proactive, client-centric professional to join our Client Experience team. · ...

This is a temporary role expected to last approximately 1 month with potential for extension based on business needs As a Temporary Operations Associate you will help manage documentation workflows organize client data and support the intake and execution of sensitive financial m ...

We're looking for a strategic detail-oriented professional to join our Client Service team. · Bachelor's degree in finance economics accounting or a related field preferred · Series 65 or CFP (or ability to obtain within 180 days of hire) · ...