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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 Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Georgia-Pacific Packaging & Cellulose offers a full range of product options from high-end graphic packaging to cellulose fluff pulp to bulk bins and is currently seeking a Demand Generation Campaign Manager for our division.
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About the Role:The Channel Activation & Innovation Manager leads initiatives that enable the Dow Jones CRM team to deliver impactful subscriber engagement and retention campaigns. 2-4 years of hands-on experience building and deploying customer lifecycle campaigns directly within CRM tools, with a thorough knowledge of audience segmentation, CDP and data feed logistics.
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Once the business is listed you will be the transaction manager for the buyer screening, offer, due diligence, and closing processes. High competency in technology including CRM systems (HubSpot Preferred), email and the Microsoft Office Suite.
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The Treasury Management Portfolio Manager role is an integral member of the Treasury Sales organization and is responsible for contributing to new sales targets and to the achievement of revenue growth objectives.
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Experience in navigating through complex set of legacy and current technology platforms (Microsoft Dynamics CRM, AX, and proprietary software, among others). The Customer Success Manager serves as the primary business contact for the client and is responsible for client satisfaction and oversee revenue growth of the portfolio.
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Experience with integration middleware and Enterprise Service BusMinimum 4+ years Development experienceMinimum 3+ years of hands-on experience in development of Salesforce Lightning framework covering Aura and LWCMinimum 3+ years of experience in Salesforce Einstein Analytics & CRM Analytics with Analytic Studio, Data Manager, App, Datasets/Datasets, XMD, Recipes, Dashboards, Lens, Templates, Charts, Job Monitor, Schedules, Transformations etc.
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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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Working knowledge of common CRM and other marketing platforms such as Mailchimp, Hubspot, Salesforce, Follow Up Boss, etc. You will be the account manager and graphic artist for this client and assist them with creating and branding slideshows, creating workbooks, designing digital assets, assisting with the creation of downloadable e-books and handouts, building collateral for seminars and large in-person events, and general creative support of a robust coaching and training organization.
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MS Office, PowerPoint, Excel, statistical programming, CRM database (i.e., HubSpot). We currently have a great opportunity available for a Medical Scientific Affairs Manager - SII. The Manager of Medical Affairs will play a pivotal role in supporting our clinical study portfolio and spearheading the generation of scientific evidence and publications.
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A Microsoft Dynamics 365 Field Service Senior Manager works with Microsoft Dynamics leadership to identify prospects, cultivate, sell and deliver field service transformation projects. Microsoft Dynamics 365 Field Service Senior Manager.
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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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Minimum of 10 years relevant experience in a consulting or industry role, with a minimum of 6 years relevant consulting in CRM technologies and Microsoft Dynamics 365 Customer Engagement/CRM.
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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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