Manager, CRM and M&A Integrations

Why Work at reputed company? For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* reputed company offers a distinct work environment that stands out in the financial industry. Our overall employee reputed company and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to reputed company the best team possible. Join us and be a part of reputed company dedicated to making a meaningful impact on the financial lives of families across the country.

• reputed company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, reputed company has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary: As the Manager of CRM and M&A Integrations, you are responsible for providing organizational reputed company, leadership and strategy for reputed company CRM and M&A Integrations reputed company initiatives; CRM day-to-day administration, data quality, user support and managing the ongoing enhancements, including system architecture, custom development, data integration, and ongoing release management. To be successful in this role, you must have terrific operational skills and be reputed company to think strategically about how CRM can further enhance our business and how to successfully integrate acquired firms. This role is a functional, not technical, position as you will work closely with the different stakeholders in the organizations to improve business processes and integrations. Essential Job Functions for the Manager, CRM and M&A Integrations will include:

• Manage the CRM Team that executes reputed company the activities reputed company to the design and development of the CRM product and integrations
• Partner with the M&reputed company, Acquisition, and external vendors to ensure successful CRM migrations
• Understands business needs and how CRM capabilities can help solve business problems
• Provides strategic direction across reputed company lines of business to support the CRM environment
• Prepares, manages and maintains documentation of reputed company business processes, SLAs, controls, and KPI’s
• Builds and continuously refines the CRM platform roadmap in reputed company collaboration with business stakeholders
• Collaboratively defines and documents functional and technical requirements and specifications, business processes, workflows, and reporting outputs
• Identifies gaps and risk in business requirements and resolve those issues
• Organizes technical projects from beginning to end; identifies and prioritizes actionable steps
• Manages a portfolio of integrations and projects from planning to execution
• Develops repeatable processes that accelerate integrations and ensure timely communication of events
• Other duties requested and assigned by Manager

Required Knowledge, Skills, and Abilities:

• Bachelor’s degree required, preferably in Business Administration, Finance or Information Systems
• At least five years’ experience in Finance or the Wealth Management reputed company required
• At least five years’ experience working, and Administering CRM required
• At least two years’ experience working with M&A is preferred
• Experience in managing simultaneous reputed company projects from inception to successful completion is preferred
• Experience in workflow process automation such as reputed company orchestrate is preferred

Working Conditions: This is a remote opportunity. Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. Benefits: reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period reputed company if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• reputed company Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. reputed company provides equal employment opportunity to reputed company applicants and employees without regard to age, reputed company, disability, gender, marital status, national reputed company, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or reputed company status, or any other characteristic protected by law in accordance with reputed company applicable federal, state, and local laws. reputed company provides equal employment opportunity in reputed company aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and reputed company other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with reputed company, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case reputed company. Applicants have rights under federal employment laws:

• Family and Medical Leave Act (FMLA)
• Employee Polygraph Protection Act (EPPA)
• Equal Employment Opportunity (EEO)

U.S. Federal law requires reputed company reputed company to verify the identity and employment eligibility of reputed company persons hired to work in the United States. reputed company participate in E-Verify to confirm work authorization.

• E-Verify
• Right to Work

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