Financial Systems Manager manages a team of analysts responsible for the implementation and administration of the organization's financial systems. Oversees the daily operations of the department. Being a Financial Systems Manager researches financial record-keeping and reporting requirements, and ensures that systems are modified to meet these requirements. Creates processes and procedures to ensure best practices for financial systems are used throughout the organization. Additionally, Financial Systems Manager trains departmental staff as needed. Requires a bachelor's degree. Typically reports to a director. The Financial Systems Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Financial Systems Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
We are a Dallas-based wealth management firm that provides investment advice, comprehensive tax strategies, and financial planning services. We are looking for a dynamic team player to join our firm.
We are actively seeking a Financial Client Relationship Manager. This position provides support by performing case analysis tasks that enable the exploration of viable financial solutions for Clients. By serving as a value-added resource in this area, the position drives Firm productivity by ensuring a thorough review of case options and the best possible solutions for each Client presentation with the intent of addressing the client’s holistic planning needs.
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Note: Only qualified candidates will be contacted.
Job Type: Full-time
Pay: $52,000.00 - $62,000.00 per year
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Work Location: In person
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