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Retirement Asset Protection Jobs in Minnesota (NOW HIRING)

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Retirement Asset Protection information

What is the difference between Retirement Asset Protection vs Financial Advisor?

AspectRetirement Asset ProtectionFinancial Advisor
CredentialsCertifications like CFP, ChFC, or CPACFP, CFA, or other financial planning certifications
Work EnvironmentFocus on retirement accounts, estate planning, and risk managementBroader financial planning, investments, and wealth management
Employer & IndustryFinancial services firms, insurance companies, or independentFinancial planning firms, banks, or independent advisors
Search & Comparison IntentSeeking specialized retirement protection strategiesLooking for comprehensive financial planning services

Retirement Asset Protection specialists focus specifically on safeguarding retirement savings through strategies like insurance and estate planning. Financial Advisors provide broader financial planning services, including investments and wealth management. While both roles require similar certifications and work in related environments, Retirement Asset Protection is more specialized in retirement-specific strategies.

Is retirement asset protection a good career?

Retirement asset protection is a specialized career within financial planning and wealth management, focusing on safeguarding clients' retirement savings through strategies like estate planning, insurance, and investment management. It often requires certifications such as CFP or CPA and strong knowledge of financial laws and regulations. The field offers opportunities for growth, client interaction, and the potential for a stable income, especially for those with strong analytical and interpersonal skills.

What are popular job titles related to Retirement Asset Protection jobs in Minnesota?

For Retirement Asset Protection jobs in Minnesota, the most frequently searched job titles are:

What cities in Minnesota are hiring for Retirement Asset Protection jobs?

Cities in Minnesota with the most Retirement Asset Protection job openings:

Infographic showing various Retirement Asset Protection job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Executive Director-Business Operations

Mayo Clinic

Rochester, MN • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 15 days ago


Mayo Clinic rating

7.8

Company rating: 7.8 out of 10

Based on 705 frontline employees who took The Breakroom Quiz

135th of 898 rated healthcare providers


Job description

Reports to the Vice Chair of Development Operations. Serves as a senior executive advisor to the Chief Development Officer (CDO) and partners closely with the Chief Financial Officer (CFO)and Enterprise Finance leadership. Serves as a principal advisor on the structuring of complex gift agreements, providing net present value analysis involving complex assets (e.g., closely held business interests, real estate, retirement assets, stock, and non-cash gift vehicles) and blended gifts, balancing institutional risk against philanthropic opportunity. Provides executive leadership for Development's philanthropic financial operations, including direct supervision of the Gift Processing function and close partnership with Development Finance. Leads the philanthropic revenue forecasting process and the establishment of long-term philanthropic goals. Leads through a matrixed leadership structure and operates with delegated authority to set strategic direction, policies, and governance for philanthropic financial operations across the Department of Development. 

Position Overview (Major Functions and Non-Essential Functions): 
As an executive advisor, the incumbent partners with the CDO, CFO, and other leaders to inform institutional decision-making related to philanthropic revenue, philanthropic forecasting, and transformational giving strategies. The incumbent serves as the CDO's primary advisor on gift structure and complex asset evaluation, translating technical NPV modeling into clear, actionable recommendations. The role exercises significant autonomy and authority in setting direction, approving financial models and assumptions, and establishing enterprise-wide standards for gift administration, financial reporting, and risk management. 

The Executive Director-Business Operations establishes and oversees the strategic framework that ensures all philanthropic revenue - across gifts, pledges, endowments, and complex giving vehicles - is managed with integrity, transparency, and full regulatory compliance in support of Mayo Clinic's mission. 

This position combines financial strategy, executive advisory responsibility, and managerial oversight. The Executive Director leads through influence in a highly matrixed environment, balancing long-range strategy with stewardship of critical day-to-day operations that support Mayo Clinic's philanthropic and financial sustainability.

Why Mayo Clinic

Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans - to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.

Benefits Highlights
  • Medical: Multiple plan options.
  • Dental: Delta Dental or reimbursement account for flexible coverage.
  • Vision: Affordable plan with national network.
  • Pre-Tax Savings: HSA and FSAs for eligible expenses.
  • Retirement: Competitive retirement package to secure your future.
Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is. 

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the "EOE is the Law".  Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Bachelor's degree in Business Administration, Finance, Accounting, or related field required. Ten (10) or more years of progressive leadership experience in nonprofit finance, healthcare finance, or philanthropic financial administration, including demonstrated enterprise-level responsibility. Significant experience advising senior executives and influencing decision-making is required. Proven experience modeling and structuring complex, transformational gift agreements (e.g., multi-year pledges, conditional gifts, endowments) and in forecasting and developing long-range financial plans for a complexorganization. Demonstrated success leading senior leaders and managing multi-layered teams within a matrixed environment is required. 

Additional Experience and/or Qualifications (Job Knowledge and Additional Considerations): 
Master's degree in Business Administration, Finance, or related field preferred. Deep knowledge of CASE standards, IRS regulations for charitable giving, fund accounting, and governance practices related to charitable giving in a healthcare or academic environment strongly desired. Experience in advising with C-suite executives and enterprise finance leaders on gift structure and acceptance is highly desired. Demonstrated executive presence, strategic agility, and ability to lead through influence and ambiguity is desired. Previous experience in a healthcare philanthropy or academic development setting is a plus, as is familiarity with donor databases and financial systems (e.g., CRM and accounting software) used in gift processing and reporting. Proven ability to lead in a complex, matrixed organization with multiple stakeholders; must be comfortable with ambiguity and adept at building consensus. Demonstrated competencies in strategic thinking, project management, and process improvement are important. Must exemplify strong integrity, professionalism, and confidentiality in handling sensitive donor and financial information. Excellent interpersonal and leadership skills, including the ability to mentor staff, collaborate across departments, and inspire trust and confidence among colleagues and partners.


What Mayo Clinic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


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About Mayo Clinic

Sourced by ZipRecruiter

Mayo Clinic is the largest integrated, not-for-profit medical group practice in the world. We're building the future, one where the best possible care is available to everyone — and more people can heal at home. Our relentless research turns into earlier diagnoses and new cures. That's how we inspire hope in those who need it most. At Mayo Clinic, experts work together to solve the most challenging unmet needs of patients. Our history of innovation dates back almost 150 years, when brothers Will and Charlie Mayo pioneered an integrated, team-based approach to medicine. Today, that trailblazing spirit drives innovations like Mayo Clinic Platform — which powers new technologies to change how care is delivered to all.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Rochester, MN, US

Year founded

1919