Founded in 1931, Mairs & Power, Inc. is Minnesota's oldest investment firm under continuous private ownership and management. We offer an array of investment products to individuals, companies, and organizations. We are seeking candidates for the position of Client Analytics & Relationship Analyst.
Title: Client Analytics & Relationship Analyst
Reports To: Head of Distribution
Department: Investor Relations
Status: Full Time / Exempt
Location: St. Paul, Minn. - Hybrid Environment (3 days in-office work required)
About this role:
We are seeking a client-focused professional to join our team as a Client Analytics & Relationship Analyst. In this role, you will serve as a key liaison between Mairs & Power and our clients, combining exceptional relationship management with technical expertise in financial data and analytics. You will work closely with financial advisors, institutional consultants, and other intermediaries who use our products (Mutual Funds, ETFs, Private Funds and Separately Managed Accounts) to understand their needs, deliver customized solutions, and provide ongoing support while leveraging industry data providers and artificial intelligence (AI) tools to enhance service delivery.
Key Responsibilities:
Client Relationship Management
- Serve as primary point of contact for assigned clients, building trusted, long-term relationships that reflect Mairs & Power's commitment to excellence
- Respond to client inquiries promptly and professionally, ensuring exceptional service delivery
- Conduct regular check-ins and account reviews to assess client satisfaction and identify opportunities
- Proactively anticipate client needs and recommend solutions that add value
- Maintain detailed client records and track all interactions using Salesforce CRM
Data & Analytics Support
- Utilize financial intermediary data providers (e.g., Discovery Data, Salesforce, Synfini) to support client requests
- Build and deliver customized reports and presentations tailored to individual client needs
- Leverage AI and analytics tools to generate insights and enhance client deliverables
- Refine and optimize existing datasets to ensure accuracy and relevance
- Translate complex data into clear, actionable information for clients
- Serve as primary point of contact for assigned clients, building trusted, long-term relationships that reflect Mairs & Power's commitment to excellence
Business Development & Client Engagement
- Identify and pursue new business opportunities through prospecting and relationship development
- Plan, organize, and facilitate client meetings, presentations, and educational seminars
- Travel to client sites for in-person meetings and relationship building
- Represent Mairs and Power at industry conferences and networking events
- Develop materials and resources to support client education and engagement
Skills:
Technical Skills:
- Proven experience working with financial intermediary data providers and industry platforms
- Proficiency in Salesforce and similar CRM systems
- Ability to build reports, analyze data, and generate client-ready deliverables
- Experience utilizing AI tools for data analysis and client solutions
Communication & Interpersonal Skills:
- Exceptional written and verbal communication abilities
- Strong client-facing skills with a service-oriented approach
- Ability to build rapport and maintain professional relationships
- Active listening skills and ability to understand and address client needs
Work Style & Organizational Skills:
- Demonstrated ability to work independently and take initiative
- Strong planning and organizational capabilities
- Experience coordinating meetings, seminars, and client events
- Excellent time management and ability to prioritize multiple client demands
- Professional demeanor with a client-first mindset
Other Requirements:
- Willingness and ability to travel up to 30% of the time
Education/Experience:
- Bachelor's degree required
- Minimum 3-5 years of experience in the financial services industry with demonstrated client service experience
- FINRA Series 7 and Series 63 licenses (or ability to obtain)
- Knowledge of the financial intermediary landscape and industry trends
- Experience with data visualization tools (Tableau, Power BI, etc.)
- Familiarity with Python, SQL, or other programming languages
To apply:
Please email your cover letter and resume.
About Us:
Our 100% employee owned firm manages more than $11.7B in AUM across three mutual funds, one ETF, and individually managed accounts that serve individuals, families and organizations. We believe the best way to make money for our clients is to consistently utilize a disciplined long-term investment approach. We focus on companies with consistent, above-average growth, above-average returns on invested capital and durable competitive advantages.
At Mairs & Power, we believe integrity is the cornerstone of our values. We provide an atmosphere that rewards long-term success over short-term returns by encouraging our employees to solve problems through innovation, inclusivity, and collaboration. We are focused on doing what is right and cultivating the best ideas by consistently investing significant resources in our business to ensure we maintain a competitive advantage. We celebrate each unique perspective and reward the contributions of all our employees.
What We Offer:
At Mairs & Power we are committed to long-term growth, peace of mind and financial security and stronger communities. We are committed to fostering a culture that attracts and retains exceptional individuals. As a team member, you are recognized for the meaningful contributions you make. We accomplish this by offering a wide variety of market competitive compensation programs.
Your pay may include two components: base salary and variable pay. While base pay applies to all employees, variable pay is offered to employees as an annual target bonus range based on a range of factors that include, but not limited to, your position, your individual performance in the role, and firm profitability.
The applicable salary range for this full-time role is $90,000 - $125,000 per year. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills and knowledge, business needs, market demand, and other factors. To ensure that our pay remains aligned with our desire to remain competitive, we benchmark pay and benefits with other companies that are comparable in size and scope.
Note: This salary range reflects our good faith estimate for this position based on experience and qualifications.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Our Benefits:
At Mairs & Power, we believe integrity is the cornerstone of our values. We provide an atmosphere that rewards long-term success over short-term returns by encouraging our employees to solve problems through innovation, inclusivity, and collaboration. We are focused on doing what is right and cultivating the best ideas by consistently investing significant resources in our business to ensure we maintain a competitive advantage. We celebrate each unique perspective and reward the contributions of all our employees.
The following benefits may be offered: medical and dental; health savings account; flexible spending account; 401k; profit sharing; life and accidental death and dismemberment insurance; disability insurance; 20 days of vacation each year (pro-rated first year of employment); Sick and Safe Time; 10 paid company holidays; paid parental leave; Employee Assistance Program (EAP); and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. These plans/policies are subject to change at any time at Mairs & Power’s discretion.