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Design business processes and integrations between Microsoft Dynamics CRM applications and other applications. Experience in SDLC, testing and validating solutions, and working as a MS Dynamics CRM Business Analyst.
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We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). In this high-impact role, youll operate in a dynamic environment as an active wealth manager developing relationships with HNW clients that you transition to the firm with our best-in-class client transition team, as well as cultivate and close new relationships with client prospects delivered to you through Savvys Marketing Team and in-house Lead Generation algorithm.
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Partner with the WINS manager and coordinators, Alumnae Committee, Foundation and Corporate Relations Manager, and WINS corporate supporters to grow internship and co-op opportunities for WINS students.
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Principal Wealth Manager. We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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Certified Risk Manager (CRM) or Certified Professional in Healthcare Risk Management (CPHRM). This position will be responsible for contract management for Thomas Memorial Hospital, its subsidiaries, and other affiliated organizations (collectively “TH”), as necessary.
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Preferred: Master’s Degree Preferred Agile/SCRUM Certification Ability to work with: Microsoft Suite, Adobe Suite, Project Management systems, Web Content Management System (CMS), Customer Relationship Management solution (CRM), such as Salesforce or Pega, Email Management or Marketing Automation platforms such as Exact Target, Pardot and Marketo.
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Web Content Manager / Information Technologist II. Web Content Manager. The Web Manager will also maintain connections with and facilitate information sharing between campus partners and other MSU units.
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Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent.
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Analyze client financial situations and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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Deep knowledge of SAP CRM, SOM, Fiori, Gateway, oData, Advanced ABAP and ABAP.Multiple years of experience writing SAP code, such as, and not limited to, ABAP, oData, Restful ABAP, Fiori, SAPUI5, CDSHave advanced understanding of modern software development methodologies, including Jira, GitHub, ConfluencePrior implementation experience in SAP BRIM/SOM/CC/CI will be an added advantage.
$113,000 - $259,500 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Specific expertise in CRM (Adobe Campaign Manager is a MUST), managing high volume email marketing campaigns and activities. You have superior project management skills for high volume tasks, specifically in managing CRM/email marketing activities.
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Minimum 5 years' experience in Solutions Architecture, Pre-sales Engineering, IT Management, or related experience required- Previous experience as a Solutions Engineer, Solutions Architect Sales Engineer, IT Manager, IT Director, VP of Technology, Infrastructure Manager, Network Engineer, Systems Engineer, or similar roles.
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The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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Understanding of enterprise marketing tech stack (Adobe Experience Manager, Adobe Analytics, Marketo, Dynamics CRM, HootSuite, Google, SEMrush, etc) The Digital Marketing Manager - Analytics leads a team of data analysts and data specialists to provide holistic reporting and deep diagnostic analysis of marketing and communication initiatives across digital channels including advertising, web, SEO, email/marketing automation and social media.
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