2 financial planner jobs found in Minnetonka, MN

Description Job Description Summary: The Installments Card Product Director has leadership responsibility for Installments card product portfolio including strategy development, roadmap initiatives, program execution, and profit optimization.  Duties and Responsibilities:  Leadership & Strategy Development: ​Lead the Installments card business, including the design and execution of product strategies to drive growth and profitability. Develop long-term strategic plans and set business targets, budgets, and KPIs for the portfolio and ensure that they are achieved. Align strategy and product roadmap with senior leadership with company-wide goals. Product Development & Innovation: Oversee the development of new and innovative installments card products, features, and benefits to meet evolving customer needs and drive profitability. Drive innovative solutions by researching emerging trends...

Description Summary: The Equipment Finance Sales Coordinator III coordinates with customers and Sales Representatives to ensure proper documentation is being utilized, issues are being dealt with timely and appropriately and closings are occurring as planned. Duties & Responsibilities: Independently drafts, revises and negotiates documentation with in-house and outside counsel. Makes independent determinations and exercises sound judgment regarding proposed document revisions and determines when to escalate to credit, legal, asset management or senior leadership. Understands and exhibits critical path thinking with deals and as determined by assessment of the situation, drafts and negotiates landlord waivers, collateral access agreements, subordination agreements and no-interest letters with little or no supervision. Works with more complicated vertical product groups, like Rail, Aircraft, Large...