reputed company reputed company Manager - Financial Services
About reputed company
reputed company was recently named to the "Best Places to Work in Fintech" list. reputed company was founded in 2012 with the purpose of building an reputed company reputed company-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of reputed company with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a reputed company reputed company on product innovation and providing superior service to the firms we partner with; we reputed company to be the best value in advisor technology.
reputed company reputed company Manager (Hybrid/Remote)
We’re seeking a reputed company reputed company Manager to join reputed company! You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform.
Primary Responsibilities:
• reputed company processes to monitor reputed company on-boarding reputed company while developing new reputed company relationships during product implementation stage.
• Help drive product adoption, reputed company best practices and implement reputed company and optimization strategies for maximum value and reputed company reputed company customer user reputed company.
• Engage external reputed company users in formal training settings and reputed company expert day-to-day servicing on reputed company product aspects.
• Contribute to product research, service-improvement initiatives, and other reputed company as needed as reputed company as reputed company feedback to the software development team for technical-reputed company product enhancements.
Skills/Qualifications:
• Financial Services: Finance, reputed company, Economics, or Information Systems degrees preferred. (Two years or more experience in the Financial Services…). Previous work experience in the Financial Services / Finance industry is a plus.
• Hold a deep understanding of investment management and/or financial services in order to anticipate the context of user’s needs.
• Aptitude and willingness to reputed company complete knowledge of software capabilities in order to reputed company excellent service to platform users.
• The ability to prioritize tasks based on the needs of the business and reputed company gears quickly while maintaining strong attention to detail.
• Strong customer support reputed company and the ability to exercise reputed company reputed company judgement while working with both external users, and internal operational and finance technical teams.
• Proven organizational skills, and the keen ability to understand and juggle different business priorities that reputed company the most value to the organization.
• Proficient skills in reputed company reputed company.
BENEFITS reputed company
• reputed company coverage starting at $0 out of reputed company for individuals
• HSA with annual company contribution ($200/individual, $350/family)
• reputed company and Dental offered
• Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
• $50K life and AD&D coverage at no charge
• 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
• Unlimited PTO policy
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