Financial Systems Manager jobs in Lansing, MI

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)

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CG Financial Relationship Manager - Wealth Management
  • CG Financial
  • Williamston, MI FULL_TIME
  • Relationship Manager - Wealth Management

    As a Relationship Manager for CG Financial's Wealth Management Division, you will be an integral contributor as we serve clients. You'll operate in a team environment, focusing on the firm's segments of wealth management clients. You'll leverage your skills and expertise to deliver value to your team and our clients. This is a vital client-facing role. In addition, you should have a keen eye for detail and a knack for streamlining processes and working efficiently.
    CG Financial is a demanding environment that is rapidly growing. We service clients in multiple states and through multiple office locations. CG Financial is an EOS (Entrepreneurial Operating System) company.
    This position will be in-office in Williamston, Michigan.
    • Conduct and participate in client meetings with financial advisors.
    • Manage and execute client requests and inquiries effectively, ensuring timely resolution or delegation.
    • Oversee and direct the planning of client meetings, ensuring thorough preparation and coordination.
    • Facilitate internal meetings to strategize and review client interactions, enhancing overall service delivery.
    • Document client interactions meticulously, leading the team in maintaining organized records for seamless follow-up.
    • Deliver diverse business reports to Senior and Managing Financial Advisors as needed, engaging in discussions to align strategies with business goals.
    • Actively engage in implementing and supporting change initiatives and new business practices, contributing to the evolution and growth of the organization.
    • Contribute to firm-wide, team, and divisional projects, leveraging expertise and support to drive successful outcomes.
    Requirements
    • 2 - 5 years of professional client facing experience in financial services.
    • Strong work ethic, self-motivated and desire to learn.
    • Collaboration, organization, analytical, and problem-solving skills required.
    • Excellent verbal and written communication skills.
    • Confident in quickly learning innovative technology and software.
    • Familiarity with wealth management and financial planning casework.
    • Demonstrates strong active listening skills and aptitude for relationship building.
    • Experience with a variety of financial products.
     
    Nice To Have
    • Bachelor's degree or higher in business, finance, financial planning, or related field.
    • Financial services industry designations.
    • Experience with Salesforce, Orion, and custodial platforms such as LPL and Axos
    • Experience with financial planning software and technology.
    • Project management experience.
    • Series 7 and 66 or Series 65.
     
    Targeted Compensation Range: $60k - $85k depending on experience and qualifications and includes base performance bonus.

    Other Benefits Include: 401(k) with employer contribution, paid-time-off, health, life, dental, vision insurance, HSA (Health Savings Account), and more.
    These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required.
     
    Our Core Values:
    Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge. 
    Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments. 
    Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges. 
    Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics. 
    Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning. 
     
  • Just Posted

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CG Financial Relationship Manager - Wealth Management
  • CG Financial Services
  • Williamston, MI FULL_TIME
  • Relationship Manager - Wealth Management As a Relationship Manager for CG Financial's Wealth Management Division, you will be an integral contributor as we serve clients. You'll operate in a team envi...
  • 17 Days Ago

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Regional Sales Manager
  • Equify Financial
  • Lansing, MI FULL_TIME
  • Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong r...
  • 18 Days Ago

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Sales Manager - Remote
  • UniTrust Financial Group
  • East Lansing, MI FULL_TIME
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become an integral part of our innovative approach to insurance sales. As a Sales Mana...
  • 5 Days Ago

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Departmental Analyst 9-P11
  • State Administrative Manager 15
  • Lansing, MI FULL_TIME
  • Salary $23.90 - $37.46 Hourly Location Lansing, MI Job Type Permanent Full Time Job Number CFMO-24-110 Department Military and Veterans Affairs Opening Date 04/15/2024 Closing Date 4/29/2024 11:59 PM ...
  • Just Posted

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Clinical Systems Manager
  • Memorial Healthcare
  • Owosso, MI FULL_TIME
  • JOB SUMMARY Under the direct supervision of the Chief Information Officer, this position is responsible leadership within the clinical analyst team. Serves as project manager for clinical applications...
  • 17 Days Ago

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0 Financial Systems Manager jobs found in Lansing, MI area

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Office and Administrative Specialist
  • NeoPollard Interactive
  • Lansing, MI
  • We are NeoPollard Interactive. Digitally born, player-focused, and proudly powering the most profitable iLottery program...
  • 4/26/2024 12:00:00 AM

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EPM Solution Architect
  • Amentum
  • Lansing, MI
  • **Enterprise Performance Management-Solution Architect** Conceptualize, Architect, Design and own the solution architect...
  • 4/25/2024 12:00:00 AM

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Market General Manager
  • Interstate Battery System of America, Inc.
  • Lansing, MI
  • Our mission is to be a trusted workplace for team members to be their whole selves at work. A company that people love a...
  • 4/24/2024 12:00:00 AM

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Payroll Specialist
  • Granger Waste Services
  • Lansing, MI
  • PAYROLL SPECIALIST SUCCESS INCLUDES the following: •Recognized expert for problem solving and process improvements •Lead...
  • 4/23/2024 12:00:00 AM

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Delivery Engineer (Sr Business Analyst) Remote
  • Broadridge Financial Solutions
  • Lansing, MI
  • At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate...
  • 4/23/2024 12:00:00 AM

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Delivery Driver (Part-Time)
  • Autozone
  • Lansing, MI
  • Come be a part of an energizing culture rooted in people and a commitment to delivering WOW! customer service. If you ar...
  • 4/23/2024 12:00:00 AM

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Market General Manager, Great Lakes
  • Interstate Batteries
  • Lansing, MI
  • Our mission is to be a trusted workplace for team members to be their whole selves at work. A company that people love a...
  • 4/22/2024 12:00:00 AM

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RN Pediatric Cardiology Lansing
  • Corewell Health
  • Lansing, MI
  • About the unit At Corewell Health Helen DeVos Children's Hospital (part of Corewell Health Grand Rapids Hospitals), we s...
  • 4/16/2024 12:00:00 AM

Lansing /ˈlænsɪŋ/ is the capital of the U.S. state of Michigan. It is mostly in Ingham County, although portions of the city extend west into Eaton County and north into Clinton County. The 2010 Census placed the city's population at 114,297, making it the fifth largest city in Michigan. The population of its Metropolitan Statistical Area (MSA) was 464,036, while the even larger Combined Statistical Area (CSA) population, which includes Shiawassee County, was 534,684. It was named the new state capital of Michigan in 1847, ten years after Michigan became a state. The Lansing metropolitan area,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Systems Manager jobs
$130,350 to $174,405
Lansing, Michigan area prices
were up 1.3% from a year ago

Financial Systems Manager in Santa Ana, CA
A well-run financial information system is essential to a business, since managers need the resulting information to make decisions about how to run the organization.
December 07, 2019
Financial Systems Manager in Rockford, IL
A financial management information system (FMIS) that's designed to help management access the pertinent data they need is a technology that solves these problems.
February 23, 2020
Financial Systems Manager in New Brunswick, NJ
In performing that role, the Financial Systems Manager will be expected to use a high level of financial acumen, technical knowledge, and experience along with an Agile development approach in the right proportions to fit large, complex, mission-critical, enterprise-level projects in order to provide the right balance of agility and predictability.
February 04, 2020